Fineo
Fineo provides an AI-powered unified inbox for UK and Irish accounting firms, automatically triaging client emails into categories like VAT, payroll, and tax while drafting replies that match the firm's tone. The platform integrates with Gmail and Outlook via OAuth, offering client care insights and a Client Memory feature to track history and outstanding items. Data is encrypted and hosted on EU servers, with no AI training on user data.
- Artificial Intelligence
- Software Only
- Financial Technology
Funding
Founders
Founder details are not available yet.
Product
Problem
UK and Irish accounting firms handle high volumes of client email, which often leads to slow response times, missed follow-ups, and reactive client care. Sorting messages by workflow (VAT, payroll, tax) and drafting personalized replies consumes significant staff time, especially during busy periods like year-end. This administrative burden detracts from higher-value advisory work and can strain client relationships.
Solution
Fineo provides an AI-powered unified inbox that integrates directly with Gmail and Outlook, automating email triage and reply drafting for accounting firms. The platform automatically sorts incoming client emails into categories like VAT, payroll, tax, and year-end, and generates ready-to-send replies that match the firm's communication style. Fineo also offers client care insights, highlighting frequent contacts, response times, and outstanding follow-ups, so firms can proactively manage client relationships. The system learns each firm's tone over time and builds a client memory, ensuring no context is lost. Data security is a priority, with EU servers, no AI training on user data, and the ability to disconnect anytime.
Target Audience
Primary customers are UK and Irish accounting firms, including practice owners and their teams, who need to streamline client communication and improve response times.
Features
- Automatic email triage into categories such as VAT, payroll, tax, and year-end
- AI-generated draft replies that match the firm's tone and technical accuracy, using providers such as OpenAI, Google Gemini, and Anthropic
- Client care dashboard showing email volume, response times, and frequent contacts
- Client Memory feature that tracks client history, outstanding items, and common pain points
- One-click integration with Gmail and Outlook via OAuth, with no migrations required, and no access to email passwords
- EU-hosted servers, encrypted data in transit and at rest, and no AI training on user data
- Immediate and permanent deletion of all associated data when a channel is disconnected or the account is deleted