The all-in-one tool for accounting firms

Finago Control helps accounting firms onboard new clients, streamline daily operations, manage compliance, and secure quality in every client engagement. From AML controls to digital signatures, it connects your team, clients, and processes in one intelligent platform.

What is Finago Control? 

Finago Control is your accounting practice management system. Client engagement management, quality control, compliance workflows, time tracking, document signing, and profitability analysis – all unified in one platform. Automate what can be automated, document what must be documented, and focus your time on customer value.

Who is Finago Control for? 

Small accounting offices

Manage client portfolio efficiently. Automated task lists. Quality controls without spreadsheets. 

Mid-sized accounting offices 

Multiple consultants. Complex client mix. Resource allocation optimized across team.

Growing accounting offices

Scale operations without chaos. Standardize processes. Maintain quality as you expand.

Compliance-focused accounting offices

Risk-based compliance workflows. AML requirements met automatically. Audit trails maintained.

Advisory-oriented accounting offices

Free up time from admin. Focus shifts to client advisory. Profitability per client visible.

Accounting agency managers

Get full visibility into workload, quality, and profitability across clients and consultants.

Why choose Finago Control? 

Complete practice visibility

Dashboard shows every client, every engagement, every deadline. Log time directly on client profiles. Monitor progress across entire firm. Bottlenecks visible before they cause problems.

Quality without checklists

Customizable quality controls tailored to your processes. Alerts keep everyone on track. Client onboarding standardized. Engagement management consistent. Quality maintained, not inspected afterward. 

Risk-based compliance automated

Streamlined from initial risk assessment through client-specific analysis. Integrated controls save time. Regulatory standards met effortlessly. Everything documented for auditability.

Profitability per client calculated

Time tracking integrated with billing. See which clients are profitable. Which resources billed accurately. Client follow-up becomes data-driven, not guesswork.

Core features

• Client engagement management – Track all relationships, engagements, responsibilities, deadlines from one platform
• Task automation – Automated task lists, deadline alerts, workflow planning
• Resource planning – Allocate consultants to engagements, balance workload, monitor capacity 
• Time tracking – Log time directly on client cards, automatic invoice-ready data generation
• Flexible invoicing – Hourly, fixed, or transaction-based models per client
• Profitability analysis – Real-time profitability per client, resource billing accuracy
• Quality controls – Customizable controls, standardized onboarding, consistent engagement management 
• AML compliance – Instant PEP checks, automated sanctions screening, daily customer monitoring
• ID verification – Secure identity verification with monitoring service alerts
• Digital signatures – BankID integration for compliant document signing and tracking
• Practice dashboard – Complete firm visibility, progress tracking across all clients
• Audit trails – Full documentation for regulatory compliance and tracking
• Risk assessment – Client-specific risk analysis with integrated controls