About
Fineo is an AI teammate for accounting firms. It triages client messages, chases deadlines and handles routine tasks so accountants can focus on higher-value work. Always on and always learning, Fineo helps firms scale profitably while improving client service.
The Team
The Problem
Accountants field hundreds of client messages daily across email and WhatsApp. Meanwhile, compliance is rising, client numbers are rising, and the talent pipeline is collapsing. Fewer accountants. More clients. Total chaos - costing profit, burning talent and frustrating clients.
Our Solution
Fineo is the AI teammate for client-focused accountants. Triages messages, chases deadlines, learns workflows - enabling firms to scale profitably while Fineo handles the grind.
Pitch Video
About
Fineo is an AI teammate for accounting firms. It triages client messages, chases deadlines and handles routine tasks so accountants can focus on higher-value work. Always on and always learning, Fineo helps firms scale profitably while improving client service.
The Problem
Accountants field hundreds of client messages daily across email and WhatsApp. Meanwhile, compliance is rising, client numbers are rising, and the talent pipeline is collapsing. Fewer accountants. More clients. Total chaos - costing profit, burning talent and frustrating clients.
Our Solution
Fineo is the AI teammate for client-focused accountants. Triages messages, chases deadlines, learns workflows - enabling firms to scale profitably while Fineo handles the grind.