Application 01
Compliance — Entities
Annual workpapers for companies, trusts and partnerships.
The Next Era of Accounting Automation
Finetica is a clear, simple tool for workpapers, built for Australian accounting practices. It builds them from Xero, the ATO and the client's documents: the integrations do the repetitive part, and every figure can be changed by hand where the answer is not straightforward.
Fully integrated with Xero and the ATO · Hosted in Australia
Applications
Seven applications for the accounting practice. Compliance — Entities is available now; the others are coming soon.
Application 01
Annual workpapers for companies, trusts and partnerships.
Application 02
Tax return workpapers and individual-specific reconciliations.
Application 03
Practice control across client obligations, ATO status and debt.
Application 04
Independent file review with completeness and risk findings, and a release gate.
Application 05
Client information and document collection, job workflow and timesheets.
Application 06
Client bookkeeping, categorised P&L and BAS.
Application 07
Pre-30 June advisory: project each family group's tax position and record plans while there is still time to act.
Why practices move to Finetica
Compliance work is repetitive by design. Finetica does the repetitive part so your team spends its time on judgement, not assembly.
Balances, schedules and reconciling items are assembled from the ledger the moment a job opens — so the file starts complete instead of blank.
Every module applies the same tests every time and flags what does not reconcile, so nothing depends on which staff member picked up the job.
Variances, unmatched items and out-of-threshold movements surface at the top of the paper. Reviewers read the exceptions, not the whole schedule.
Notes, queries, source documents and a full change history stay attached to the workpaper, ready for review, sign-off and any later question.
How it works
Link the ledger and the practice's ATO channel once. Entities, chart of accounts and balances flow through — no exports, no re-keying.
Choose the year and Finetica builds the workpapers the entity actually needs, populated and cross-referenced, with source documents read and matched.
Work the exceptions, raise queries to the client, add your conclusions, and sign off with the evidence trail already in place.
Integrations
Finetica connects directly to Xero and, through your practice's existing ATO authorisation, to the ATO. Ledger data and ATO account information arrive in the workpaper automatically — nothing is exported, re-keyed or reconciled by hand.
Built for practice
Finetica holds client financial information, so the platform is built to the standard that requires: multi-factor authentication, role-based access for every staff member, encrypted connections, and an activity log of who did what and when.
Authenticator app, SMS or email.
Access scoped per user and client.
Every figure back to its source.
Full change and sign-off record.
Bring a client you know well. We will walk you through how Finetica builds the file, where the exceptions surface, and what your review looks like afterwards.