01
Recurring work
Turn repeatable client work into a clear daily plan.
Built for client-service teams
Client work,
under control.
Onya is a client-operations platform for teams managing ongoing client work. It brings recurring tasks, client records, team workload, timesheets, purchase orders, invoices, approvals, Xero BAS reviews, and important email follow-ups into one workspace.
With optional read-only access to Gmail, Outlook 365, or IMAP mailboxes, Onya flags important client or team emails that appear to need a response, helping your team follow up before something is missed.
Clear ownershipRepeatable workflowsSecure access
ONYA
Wednesday, 5 AugustJE
Good morning, Jason
Here's what needs you.
12
Due today
04
Waiting
86%
On track
Priority work
View allMonthly payroll review
North & Co · Due today
Reconcile supplier invoices
Aptus Group · Due today
Prepare client approval pack
Studio Twenty · Due today
Email alert: 3 important emails may need a response.
01Every client
02Every deadline
03Every hand-off
04One clear view
One operating rhythm
Less chasing.
More finishing.
Replace scattered spreadsheets, reminders and status checks with a system your team can work from every day.
02
Team visibility
See ownership, workload and progress without chasing updates.
03
Client workspaces
Keep contacts, tasks, files and client-facing work together.
04
Timesheets & approvals
Clock on, log breaks and review daily team timesheets—plus rate cards and approvals.
Live operational view
Know where work stands before anyone asks.
See priorities, due work, blockers and progress across your clients and team.
Team capacity
This weekJason82%
Mia64%
Alex91%
Assisted operations
Bring the right message to the right person.
Use Amanda and connected notifications to surface questions, escalate issues and keep urgent work moving.
Question escalated
Client approval is waiting. The account owner has been notified.
Task report
Done. Missed. In progress. One glance.
The task report turns recurring work into a week-by-week scoreboard. Pick a client, search any task, and read eight weeks of completions at once—what's finished, what's been missed, and what's still moving.
Client filterInstant task searchEight-week viewDay-by-day daily cells
All Antico Search tasks…
TaskDueWE 30/08/2026WE 23/08/2026WE 16/08/2026
Daily
10 AM — Emails processed
Daily
MTWTF
MTWTF
MTWTF
Catch up with Mel on unresolved emails
Daily
MTWTF
MTWTF
MTWTF
Monday
2:00 PM — Bank rec
Monday
Completed
Completed
Completed
Payroll preparation
Monday
In progress
Completed
Completed
Stocktake
Mon · Wed · Fri
2/3 done
Completed
Completed
Supplier invoice run
Monday
Missed
Completed
Completed
Monthly
P&L review and approval
Monthly
Completed
Completed
Missed
CompletedIn progressPartialMissed
Read-only email integration
Know which important emails need a response.
When your team chooses to connect Gmail, Outlook 365, or a standard IMAP mailbox, Onya uses read-only access to identify emails from clients or team members that appear to require a response. Examples include client questions, approval requests, and urgent updates related to active work.
Onya flags those messages inside your workspace so the right person can follow up. It does not send, delete, archive, or modify messages. Gmail and Outlook 365 connect through secure OAuth; IMAP credentials are verified, then encrypted and held by the email router—never returned to the browser.
Gmail, Outlook 365 & IMAPOptional connectionRead-only accessNo email modification
Important email follow-ups
Gmail · Outlook 365 · IMAP
A
Aptus Group
TodayCan you confirm the July approval?
Question detectedN
North & Co
TodayPurchase order ready for review
Approval requestedS
Studio Twenty
TodayUpdated deadline for this week
Urgent update Messages stay in the connected mailbox and are never modified by Onya.
Quarterly BAS review
Xero · 2026 Q2
ClientBank recBalance sheetActivity stmtPAYG
North & Co
Aptus Group
Studio Twenty
Activity statement XLSX saved with an AI-drafted analysis, ready for staff review.
Xero connector
Take the manual slog out of BAS preparation.
Connect each client's Xero organisation and run a quarterly BAS review across the whole client base in one pass. Onya checks bank reconciliation, the balance sheet, the activity statement and PAYG withholding for every mapped organisation.
Each run saves the activity statement as an XLSX workbook and can draft an AI-written analysis, so staff start the quarter from a prepared review instead of a blank spreadsheet.
Per-quarter reviewsRun one or run allXLSX workbookAI-drafted analysis
How Onya works
A clean line from plan to done.
Build the recurring rhythm once. Onya gives each person a focused view while keeping the full picture visible.
Set the rhythm
Create recurring client work, due rules, ownership and prerequisites.
Work the day
Each person sees priorities, My Week and the tasks that need attention now.
Keep momentum
Urgent alerts, daily summaries and clear hand-offs stop work from going quiet.
Close the loop
Capture time, collect approvals and keep the supporting client record together.
Client and contact access
Your team sees the work. Clients see what matters.
Give clients and their contacts focused portal access for timesheets, purchase orders, invoices and approvals—without exposing the internal workspace.
Every contact signs in to their own portal with a configurable set of apps—timesheet, purchase orders, invoices and approvals—switched on per client and branded with the client's logo.
Role-based accessClient & contact portalsPer-contact appsSecure sign in
Aptus Group
Client portal
Waiting for you
2 approvals
July timesheet
Ready to review
Purchase order #1048
Ready to review
SC
Sarah Chen
Contact portal
My apps
Timesheet
Purchase orders
Invoices
Approvals
Ready when the work is.
Sign in to your Onya workspace and get the next client task moving.