Features

Everything your UK practice needs to run smoothly

12 features built specifically for UK accounting firms. From smart deadline automation to AI-powered Xero intelligence.

12 features in one platform

F01

Smart Deadline Engine

F02

Companies House Continuous Sync

F03

Xero Deep Integration

F04

AI Practice Intelligence Panel

F05

Service Workstreams

F06

/tasks — Task Management with Block Reason Workflow

F07

Workspace Reminders

F08

Documents Hub

F09

Arya — AI Email Drafter

F10

Atlas — System Health Monitor

F11

Self-Service Billing Portal

F12

Unassigned Pool with Self-Assignment

Feature 01

Smart Deadline Engine

The UK firm pain point

UK firms track 17+ statutory deadlines across hundreds of clients. Spreadsheets get missed. Manual tracking takes 2-4 hours per week per fee earner. One missed CS01 filing costs £150. One missed Annual Accounts filing costs £750+.

How Fynvro solves it

Fynvro auto-generates deadlines for all 17 UK statutory services — VAT MTD, CT600, Annual Accounts, CS01 Confirmation Statement, Payroll RTI, P11D, Pension Auto-Enrolment, Self Assessment, and more. Uses proper UK rules. Generates 12 months forward automatically. Colour-coded urgency triage.

Value for your firm

  • ✓ 1-2 hours/week per fee earner saved on deadline tracking
  • ✓ Zero missed filing deadlines with automated reminders
  • ✓ 12-month forward visibility for capacity planning

Feature 02

Companies House Continuous Sync

The UK firm pain point

Client companies change status without warning. Manually checking each client at Companies House takes 30+ minutes for a 50-client firm. Missed transitions can cost £2,000-£8,000 in lost WIP.

How Fynvro solves it

Fynvro monitors every client automatically at 03:15 UTC every night. Detects dissolution, strike-off applications, name changes, accounts due date shifts. Weekly officer monitoring. Severity-coded alerts. Deadlines auto-update.

Value for your firm

  • ✓ £2,000-£8,000 WIP protection per caught transition
  • ✓ 30+ hours/year saved on manual CH checking (50-client firm)
  • ✓ Proactive alerts before your client knows

Feature 03

Xero Deep Integration

The UK firm pain point

Xero has your clients’ financial data, but finding patterns requires manual TB review. Quarterly reviews catch problems late. Director loans happen without your knowledge.

How Fynvro solves it

Fynvro connects via 12 OAuth scopes. Real-time Trial Balance capture daily. 10 AI intelligence patterns: DLA s455, Suspense accounts, VAT MTD, PAYE/NIC variance, CT variance, Cash alerts, Aged receivables/payables, Reconciliation gaps, Unusual vendor patterns.

Value for your firm

  • ✓ Problems caught in days, not months
  • ✓ AI drafts client emails — you review, you send
  • ✓ No manual TB reviews for pattern detection

Feature 04

AI Practice Intelligence Panel

The UK firm pain point

Reviewing client status across your practice takes 30-60 minutes per partner per day. Urgent items get buried in the noise.

How Fynvro solves it

Three daily views: Critical (immediate action needed), Quick Wins (easy completions), Watch Outs (emerging patterns). Updated daily with CH sync data.

Value for your firm

  • ✓ 30-60 minutes saved per partner per day
  • ✓ Never walk into a client meeting unprepared
  • ✓ AI-driven prioritisation

Feature 05

Service Workstreams

The UK firm pain point

Different services need different tracking. One-size-fits-all task lists create confusion and missed steps.

How Fynvro solves it

6 dedicated workstream lanes: Final Accounts, CT600, VAT Returns, CS01, Payroll RTI, Pension AE. Each with pre-built UK templates.

Value for your firm

  • ✓ Service-specific workflows
  • ✓ All UK compliance covered
  • ✓ Tasks auto-link to deadlines

Feature 06

/tasks — Task Management with Block Reason Workflow

The UK firm pain point

Tasks sit in ‘in progress’ for days. No one knows why it’s blocked.

How Fynvro solves it

Complete workflow: Todo to Complete, with Block (reason) step. WHO blocked, WHY, WHEN — visible to team. Self-assignment from unassigned pool.

Value for your firm

  • ✓ Tasks never get lost in limbo
  • ✓ Self-assignment eliminates delays
  • ✓ Full audit trail

Feature 07

Workspace Reminders

The UK firm pain point

Generic reminders fire at all hours. Weekends, Christmas Day. Fixed lead times.

How Fynvro solves it

UK bank holiday aware (2026-2027 pre-loaded). Weekend quiet mode. Configurable lead times per service. Per-workspace + per-user settings.

Value for your firm

  • ✓ No weekend/bank holiday emails
  • ✓ Save 1-2 hrs/week on follow-ups
  • ✓ Full audit trail

Feature 08

Documents Hub

The UK firm pain point

Client docs scattered across email, shared drives. Finding the right version takes 5-10 minutes.

How Fynvro solves it

Required vs optional document tracking. Missing detection. Secure per-client vault. Role-based access. Upload audit trail.

Value for your firm

  • ✓ 5-10 min saved per document search
  • ✓ Know what’s missing instantly
  • ✓ Role-based security

Feature 09

Arya — AI Email Drafter

The UK firm pain point

Drafting personalised client emails takes 5-10 minutes each. Multiply by 50 clients.

How Fynvro solves it

AI drafting agent (Claude Haiku+Sonnet). Connected to Xero intelligence. Drafts personalised emails for detected patterns. YOU review and send. Never auto-sends.

Value for your firm

  • ✓ 5-10 min saved per email
  • ✓ Personalised, not templated
  • ✓ You stay in control

Feature 10

Atlas — System Health Monitor

The UK firm pain point

When something breaks, you want to know before clients do. Abuse goes unnoticed for days.

How Fynvro solves it

Internal health monitoring agent (Claude Haiku). Continuous system monitoring. Abuse/pattern detection. Proactive alerts.

Value for your firm

  • ✓ Problems caught before clients notice
  • ✓ Zero manual system checking
  • ✓ Background operation

Feature 11

Self-Service Billing Portal

The UK firm pain point

Invoice management across multiple clients is admin overhead. Payment updates need email back-and-forth.

How Fynvro solves it

Stripe self-service portal. Per-client per-service invoicing. Xero auto-draft. Bulk Excel import. 30-day free trial, no card required.

Value for your firm

  • ✓ Billing overhead reduced
  • ✓ Xero auto-draft eliminates double-entry
  • ✓ 30-day trial reduces friction

Feature 12

Unassigned Pool with Self-Assignment

The UK firm pain point

Tasks fall through cracks without explicit ownership. Managers spend time delegating.

How Fynvro solves it

Unassigned task pool visible to all. ‘Take this task’ self-assignment. Combined with block reason workflow.

Value for your firm

  • ✓ Faster pickup, no delegation bottleneck
  • ✓ Team autonomy
  • ✓ Zero orphan tasks

Ready to see these features in action?

Start your 30-day free trial. No credit card required. Full access to all 12 features.

30 days · No credit card · All features included · UK support

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