Talk on WhatsApp
Map your firm, client profile, and the premium services you want to protect.
For accounting, tax, and CPA firms
Let Finday run the ops. You run the premium layer.
Finday handles the repeatable finance workflow for SME clients: intake, draft prep, follow-up, and reconciliation. Your firm owns review, tax posture, reporting, and advisory.
Partner path
Simple enough to start this week.
Start with WhatsApp, prove the workflow on a small pilot, then turn the premium layer into a repeatable service.
Pilot real clients
Run intake, draft prep, reminders, and reconciliation for one to three clients first.
Scale the offer
Package review, tax posture, reporting, and advisory as firm-owned premium work.
Clear handoff
Finday prepares the work. Your firm owns the judgment.
Work areaFinday handlesPartner owns
Client intake
Collects documents, source links, missing-item status, and upload history.
Sets document standards and manages the client relationship.
Draft records
Prepares draft transactions, journal context, and exception queues.
Approves accounting treatment and policy decisions.
Close support
Connects documents, open items, follow-ups, and reconciliation status.
Owns month-end sign-off and quality control.
Advisory pack
Keeps reports, evidence, and workflow status ready for review.
Sells tax posture, reporting, and business advisory.
Partner tracks
Choose the path that matches your firm.
Accounting firms
For bookkeeping, monthly close, AR/AP, and management reporting clients.
Premium layerClose review, policy decisions, and reporting packs.
Tax consultants
For firms that need cleaner source evidence and recurring client follow-up.
Premium layerTax treatment, filing posture, and compliance advisory.
CPA / KAP reviewers
For review teams that need cleaner trails before professional sign-off.
Premium layerException review, workpaper standards, and assurance packages.
Partner support
Enough structure to sell it clearly.
The program should make the partner offer easier to explain: Finday runs the workflow, your firm sells the premium review and advisory outcome.
Pilot setup
Pick the first clients, owner roles, and the review boundary.
Workflow templates
Reusable intake, missing-document, close, and tax review flows.
Review queues
A clean list of what is ready, blocked, or waiting for partner sign-off.
Partner positioning
Client-ready language so the offer is easy to explain and sell.
Quick answers
Keep control where it matters.
Does Finday replace the partner?
No. Finday runs repeatable finance operations. The partner owns judgment, compliance, client trust, and advisory.
Who owns the client relationship?
The firm does. Finday is positioned as the operating engine behind the partner-led finance service.
What should the first pilot prove?
Cleaner intake, fewer follow-up gaps, faster review readiness, and a stronger premium service package.
Start the partner path
Talk to Finday on WhatsApp.
We will map your firm track, pilot clients, and premium layer before any setup work.
Open WhatsApp