FinPakExplore the live sample
Preparation layer · not a tax adviser

Hand your accountant a finished pack, not a folder of CSVs.

FinPak turns raw bank statements into a clean, categorised, fully auditable pack — you approve every line, your accountant does the advising.

Explore the live sampleSee how it works
A public, read-only walkthrough on sample data — no sign-in, no account needed.
A$23,925.53Business net · draft
45%Preparation readiness
4/8Statements received
app.finpak.example / preview
FinPak workspace dashboard on seeded sample data: a preparation-readiness score, three navigable readiness checks, and the single next decision to make.
Live sample · read-only
No bank connectionsYou approve every lineEvery figure traceableSeeded demo data only
How it works

Four unhurried steps from export to hand-off

  1. 01Bring your statementsDrop in CSV exports from every account. No bank connection, no tokens.
  2. 02We organise and flagLines are categorised; only the genuinely uncertain ones are flagged.
  3. 03Answer a few questionsPlain-language prompts — a private-use split, an internal transfer.
  4. 04Get an accountant-ready packA traceable pack, every figure tied back to its source row.
app.finpak.example / preview / ledger
FinPak transaction ledger on seeded sample data: every line categorised with a business, private or needs-review status, each traceable to its source file and row.
Features

Built around evidence you can hand over

Every card below is a real fragment of the workspace on sample data — the same UI you walk through in the live preview.

Auditable by design

Each transaction carries its source file, row number and the original, unmodified bank description.

You approve every line

Suggestions stay suggestions. Nothing is finalised — or counted in a report — without your explicit decision.

Readiness at a glance

An explainable score, not a bare number: three checks, each saying what is outstanding and where to resolve it.

The workspace

Only the decisions that genuinely need you

A short queue of lines that can’t be settled automatically — a private-use split, an internal transfer, an unmatched deposit. Your call flows deterministically into the draft summaries and is logged in the audit trail.

  • Plain-language questions, with a quiet suggested answer.
  • A live report-impact summary — never applied on your behalf.
  • An append-only audit history you can hand to your accountant.
Try a decision in the sample
app.finpak.example / preview / clarifications
FinPak clarifications on seeded sample data: a plain-language question about a laptop purchase with three options, above a live report-impact summary.
What preparation gives back

Less time on data entry, less on the invoice.

A tidy, pre-categorised pack means your accountant spends their billable hours on advice, not sorting rows. Figures below are an estimate for a typical sole trader or small company — a guide, not a guarantee.

7–10hours saved / monthReconciliation, categorising and chasing missing statements, handled up front.
A$500–1,500/ month in reduced feesEstimated lower accountant and bookkeeper charges when the pack arrives ready to review.
Security & privacy

Your financial data is handled like it’s yours — because it is.

This preparation layer never connects to live bank accounts and never ingests genuine financial data in the demo. Everything you see here is seeded sample data.

  • No account connectionsWe work from files you choose to upload. No screen-scraping, no open-banking tokens.
  • You approve every classificationSuggestions are only ever suggestions. Nothing is finalised without your decision.
  • Auditable by designEach transaction carries its source file, row number and original description.
Where it’s available

Built for Australian preparation

Australian terminology, a 1 July–30 June financial year and report structure your accountant already recognises. Amounts in AUD throughout.

AU
AustraliaSole traders & small companies
Available
Pricing

From A$39/mo — indicative pricing during private beta

Simple monthly plans, all amounts in AUD. Indicative pricing during the private beta and subject to change — no card required to walk through the demo.

StarterSole traders keeping one set of books tidy.
FromA$39/mo
  • 1 business entity
  • Up to 500 transactions / month
  • Accountant-ready pack export
  • Australian jurisdiction module
Try it in the sample
Most popular
GrowthGrowing small companies with a fuller ledger.
FromA$89/mo
  • 1 business entity, multiple accounts
  • Up to 3,000 transactions / month
  • Owner-loan & contribution schedules
  • Priority clarification queue
Try it in the sample
Multi-entityAdvisers and owners running several books at once.
FromA$179/mo
  • Up to 5 entities
  • Unlimited transactions
  • Australian jurisdiction module
  • Consolidated accountant export
Try it in the sample

Indicative pricing during private beta, subject to change. Billing runs in Stripe test mode during the beta — no real charge is made.

Public sample

Walk through a complete preparation workspace

The public sample is fully seeded — dashboard, uploads, ledger, clarifications and reports are all live and interactive, on read-only demo data. No sign-in required.

Explore the live sampleSeeded demo data only · no bank connections · changes reset on refresh.