Bookkeeping Automation
Document extraction & record keeping. Snap, forward or drop any invoice, bill or receipt — we capture every field, classify it, and post it to Xero, MYOB or QuickBooks automatically.
We help Australian businesses and accounting firms work smarter — with bookkeeping automation, Power BI dashboards, Excel automation and reporting built around your workflow.
FinVistaDigi was founded by a qualified CPA with years of hands-on experience in Australian public practice and commercial finance — the same person who spent nights chasing receipts, reformatting board packs and reconciling subledgers in Excel.
Every feature is shaped by a real pain point we’ve lived through: month-end pressure, audit queries, GST quirks, brand-level P&Ls that don’t exist in the GL, budgets that go stale the day they’re signed off, and reports that take longer to format than to analyse.
We pair that accounting DNA with AI, Power BI and automation engineering to build solutions that actually fit how accountants and finance teams work — not the other way around. Proudly Australian, aligned with AASB, GST and ATO requirements.
Founder is a CPA — we know month-end, audit, BAS and board-pack pressure first-hand.
Document extraction, brand-level P&L, budget vs actual, reconciliations — the slow stuff, automated.
Ongoing tuning, training and improvements as your business and reporting needs evolve.
From bookkeeping automation to custom Power BI dashboards — pick what you need or take it as a complete bundle.
Document extraction & record keeping. Snap, forward or drop any invoice, bill or receipt — we capture every field, classify it, and post it to Xero, MYOB or QuickBooks automatically.
Approvals, reminders, data sync between systems, document routing — we design and build the workflow around your team.
Data modelling, DAX measures, dashboards and report embedding. We set up Power BI properly the first time — and train your team.
Office Script (modern, cloud) and VBA (legacy desktop) — bulk processing, scheduled refresh, custom calculators and one-click report packs.
Whatever reports your team already uses — management accounts, board packs, cash-flow, budget reports, financial-statement layouts — we rebuild and automate them around your business.
Forward-looking budgets and forecasts — driven by your historical trends and adjusted for the macro factors that actually move your numbers: economic outlook, policy changes, tax rates, interest rates and FX movements.
Xero, MYOB, QuickBooks, bank feeds, CRMs, Power BI & your own tools — connected through custom REST connectors when needed.
We don't sell templates. Show us the reports your team already uses — management packs, board reports, KPI dashboards, budget vs actual — and we'll rebuild them, automate the refresh, and make them beautiful.
Works with the tools you already use
No. We work alongside your existing Xero, MYOB or QuickBooks setup. No migration needed.
Yes — that's our specialty. We start by mapping your real workflow and then build reports, automations and dashboards around it.
Yes — data modelling, DAX, dashboards, refresh schedules, workspace setup and team training. We can also embed Power BI inside your existing portal.
Office Script (modern, cloud-based) and VBA (legacy desktop) solutions — bulk file processing, scheduled refresh, calculators, dashboards and one-click report packs.
We tailor to scope and volume. Book a 30-minute call — we'll quote a fixed price for one-off projects or a monthly retainer for ongoing support.
30-minute discovery call. We'll listen, suggest options, and quote you a fixed price — only if you want one.
No credit card · No commitment · We come to you (online)