When you sign up as an Accountant on Finoya, you get a different setup from a standard small business account. Your home screen is a multi-client dashboard, not a single company view. From that dashboard you can monitor all your clients in one place, click into any individual client account for a full financial view, and run deep AI analysis across any client's data using Ask Noya Premium.
Finoya is built around the reality of how advisory work happens. You should not have to log in and out of multiple systems to understand what is happening across your book. The multi-client dashboard gives you a single pane of glass across every client you manage.
Signing up step by step
Step 1: Navigate to app.finoya.ai
Go to app.finoya.ai. On the sign-up screen you will see two options: Small Business and Accountant. Select Accountant before you proceed. This determines how your entire account is structured. If you accidentally sign up as a Small Business, your account will be configured incorrectly and will need to be reset by support.
Step 2: Choose your sign-up method
You can sign up with your Google account or with an email address and password. We recommend using the email address associated with your firm, as this is the address your monthly Stripe invoices are sent to and the address clients will see referenced in Finoya-related communications.
If you sign up with email, a verification link is sent to your inbox. You must click that link before you can log in for the first time. Check your spam folder if it does not arrive within a few minutes.
Step 3: Land on your multi-client dashboard
Once your account is verified and you log in, you arrive directly at app.finoya.ai/multi-clients. This is your permanent home screen. You will not see a single business dashboard. What you see instead is a table with one row per client, initially empty because you have not added any clients yet.
The table columns are: Client Name, Cash Flow Health, Days Cash on Hand, Invoices Due in 30 Days, Unpaid Bills Due in 30 Days, Gross Profit, Overdue Invoices, and Invite Code. These columns are explained in full in Article 4 of this collection.
What to do immediately after signing up
Your first action should be to add at least one client. Until a client connects their accounting software, your dashboard has no data and billing has not started. Adding clients and getting them connected is the critical first step that makes everything else work.
The full process for adding clients, generating invite codes, and getting clients connected is covered in Article 2 and Article 3 of this collection.
Account settings you should configure
Billing contact
Make sure the email address on your Finoya account is one that your finance team monitors. Monthly invoices are sent to this address automatically at the end of each calendar month. If the wrong person receives invoices, update your account email via your account settings.
Account name
If you have the White Label add-on enabled, the name on your account is what appears in the client-facing interface. Make sure your firm name is entered correctly. If you are using the standard plan without white label, the account name is for your internal reference only.
Switching between your account and a client account
When you are inside a client's dashboard, the left navigation shows a section at the bottom labelled For Accountants. This section contains two items: Ask Noya Premium and Back to Main Dashboard.
Click Back to Main Dashboard at any time to return to your multi-client overview. You do not need to log out, open a new tab, or use the browser back button. The navigation is designed to make switching between clients fast so you can move through your book efficiently during review sessions.