Fineo is an AI-powered email assistant built specifically for UK and Irish accounting firms. It automatically triages client emails, drafts replies in the firm's tone, and provides client care insights directly within the existing Gmail or Outlook inbox. The platform processes over 10,000 emails weekly for firms, helping them reduce response times and stay on top of client communication.
Funding
Funding not disclosed
Founders
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
- 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
- EU-hosted servers, encrypted data, and no AI training on user data
- Aggregated, de-identified data used to improve algorithms without linking to individual users