Workpapers that build themselves
Balances, schedules and reconciling items are assembled from the ledger the moment a job opens — so the file starts complete instead of blank.
For Australian accounting practices
The next era of accounting automation
Finetica builds your compliance workpapers from the client's own ledger and ATO data — faster, cleaner, and consistent across every job and every reviewer.
Fully integrated with Xero and the ATO · Hosted in Australia
- GST on sales — 1A184,220.00Matched
- GST on purchases — 1B96,431.50Matched
- Lodged vs ledger variance1,208.65Review
- Unfiled amounts0.00Clear
- Xero connected
- ATO connected
- Australian data hosting
- Multi-factor authentication
- Full audit trail
Why practices move to Finetica
Less preparation. More review.
Compliance work is repetitive by design. Finetica does the repetitive part so your team spends its time on judgement, not assembly.
Checks that never get skipped
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.
Exceptions, not spreadsheets
Variances, unmatched items and out-of-threshold movements surface at the top of the paper. Reviewers read the exceptions, not the whole schedule.
A file that stands up to review
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
Three steps, one file
Connect the client
Link the ledger and the practice's ATO channel once. Entities, chart of accounts and balances flow through — no exports, no re-keying.
Generate the file
Choose the year and Finetica builds the workpapers the entity actually needs, populated and cross-referenced, with source documents read and matched.
Review and sign off
Work the exceptions, raise queries to the client, add your conclusions, and sign off with the evidence trail already in place.
Coverage
The compliance file, end to end
From the bank reconciliation through to the tax reconciliation and return disclosures — the modules a year-end file actually needs, in one place.
Explore the modules- Bank reconciliation
- GST & BAS reconciliation
- Sales reconciliation
- Accounts payable & receivable
- Fixed assets & write-off pools
- ATO activity statement account
- Franking account
- Superannuation on-time analysis
- Division 7A loans
- FBT — car & reimbursements
- Payroll tax & WorkCover
- PSI analysis
- Tax reconciliation
- Capital gains schedule
- Rental activities
- Dividends & inter-entity loans
- Hire purchase
- Group tax position
- Xero — ledger, contacts, assetsConnected
- ATO — activity statement accountConnected
- Uploaded statements & documentsRead
Integrations
Fully integrated with Xero and the ATO
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.
- Your authority, your data. Finetica works within the authorisations your practice already holds for each client.
- Always reconciled to source. Every figure in a workpaper traces back to the ledger, the ATO account or an attached document.
- Documents read for you. Statements and invoices you upload are read and matched into the schedule they belong to.
Built for practice
Secure by default, controlled by you
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.
- Hosted in Australia. Customer data is stored on Australian infrastructure.
- Roles that match your firm. Partner, manager, staff, view-only and external guest access.
- Auditable. Workpaper history, notes and sign-offs are retained with the file.
MFA
Authenticator app, SMS or email.
Roles
Access scoped per user and client.
Trace
Every figure back to its source.
History
Full change and sign-off record.
See it on one of your own files
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.