Built in a South African accounting practice
Your finance practice.
One operating system.
FinlyOS brings client reporting, accounts payable, compliance and payroll into one secure workspace—so your team can review the work, control the outcome and stop jumping between disconnected apps.
Private beta · Access is individually approved
Private beta
PRACTICE OVERVIEW
Good morning, Nikariku.
Your finance operations at a glance.
WORK QUEUE
Today’s priorities
- Review extracted supplier bills 4
- VAT document risks 2
- Payroll draft awaiting review 1
86%
Practice work on track
Human reviewAlways before posting
4connected accounting clients
THE OPERATING LAYER
Built around the way a practice actually works.
Accounting teams do not need another isolated tool. They need one place to see every client, control every module and move work from source document to reviewed outcome.
01
Connect the client once
Client details and available accounting data flow into the modules you enable.
02
Keep judgement with the professional
Automation prepares the work. Your team reviews and approves the final result.
03
Build a complete audit trail
Documents, decisions and outputs remain connected to the right client workspace.
FinlyOSClient control centreSourceAccounting data
ReviewHuman approval
OutputReports & records
ComplianceRisks & deadlines
ONE PLATFORM, MODULAR CONTROL
Start with what your practice needs.
FinlyOS is being designed as a modular finance operating system. Enable the workflows you need per client and expand over time.
AVAILABLE IN BETA
Client reporting
Connected accounting data, management insights and branded PDF reports in a consistent review workflow.
- Reusable reporting structure
- Client branding and tax details
- Professional PDF output
AVAILABLE IN BETA
Bills (AP)
Upload or collect supplier documents, review extracted details and prepare approved bills for the accounting platform.
- Document extraction
- Supplier and GL mapping
- Original attachment retained
AVAILABLE IN BETA
VAT compliance
Surface higher-value tax invoices that may be missing the details required for a valid South African tax invoice.
- Invoice detail checks
- Compliance risk queue
- Review before processing
BETA WORKSPACE
RSA payroll
Maintain employee records, process monthly, fortnightly or weekly pay runs and produce branded payslips.
- Employee and banking records
- BCEA-aware leave records
- Human-reviewed payroll runs
IN DEVELOPMENT
CIPC workspace
Organise client company records, key compliance dates and beneficial-ownership filing packs while API access is completed.
- Retainer and ad-hoc clients
- Compliance diary
- Filing document packs
PLATFORM CORE
Client control centre
See every client, connected data source and enabled FinlyOS module from one practice-level view.
- Module controls per client
- Accounting connections
- Central client profile
CONNECT YOUR ACCOUNTING STACK
Your source systems stay the source of truth.
XeroConnected
QuickBooks OnlineConnected
Zoho BooksConnected
SagePlanned
CIPCAPI onboarding
Connection capabilities depend on the provider, region and subscription plan. FinlyOS verifies available functionality before processing supported workflows.
CONTROL BEFORE AUTOMATION
Designed for sensitive financial work.
FinlyOS keeps access deliberate and review visible. The platform is currently private: every user requires a verified email and explicit approval before entering the workspace.
Read the privacy notice →Approved access only
No public app registration. Accounts are individually authorised.
Client-level boundaries
Connected records remain scoped to authorised company memberships.
Human sign-off
High-impact outputs stay in review until a person approves them.
Secure provider connections
Accounting platforms are connected through their authorised OAuth flows.
BUILT IN PRACTICE, THEN BUILT FOR PRACTICES
Private beta today.
A modular FinlyOS tomorrow.
The platform is being tested inside a working accounting environment before broader release. Future subscriptions will allow practices to select the modules that match their service model.
EARLY ACCESS
Bring your practice into one operating system.
Tell us about your practice and the modules you want to test.
Sign up for early access ↗ Already approved? Sign in to FinlyOS