What is the Client Portal?
The Client Portal is part of the Finity Pay platform. It provides end clients with secure, read-only access to workforce and payroll information in one place, without needing to contact their payroll provider for routine queries.
The portal allows you to:
View worker information
Access payment records
Download payslips
Review compliance evidence (if enabled)
All information is read-only, meaning you can safely view and download data without the risk of making changes.
All information displayed in the Client Portal is driven by the Employee records in Finity, which are linked to the specified Agency record in Finity. This ensures that only data linked to the selected agency is exposed to the user. You can set users up for the Client Portal by navigating to ‘Agency Portal Users’ in the Agency Settings page.
For added security, we strongly recommend enabling Two-Factor Authentication (2FA) on first login.
What can clients do in the Portal?
1. View Worker Information
Once logged in, you can view personal and employment details for all workers allocated to your business, including:
Worker name and contact details
Employment status
Tax information
Payment history
This provides visibility and transparency across your workforce without requesting reports from payroll.
2. Download Payslips
Payslips are available directly from the Payments section.
You can:
View payslips online
Download individual payslips as PDF files
Access historical payment records
This gives you a self-service record of worker payments at any time.
Compliance Features (If Enabled on your account)
Some accounts have access to the Compliance Gateway, providing additional visibility into HMRC reporting and payment obligations.
If enabled, you can:
Review FPS Submissions
An FPS (Full Payment Submission) is the report your payroll provider submits to HMRC each pay period. It confirms:
Payments made to workers
Income Tax deductions
National Insurance contributions
Through the portal, you can review FPS submissions linked to your business, giving documented evidence that payroll information has been submitted to HMRC.
View Liability Documentation
If your payroll provider uploads supporting documentation, you can download evidence confirming that HMRC liabilities have been paid.
Important:
The portal provides access to exactly what has been uploaded into Finity Pay.
Only documents uploaded by your payroll provider will be available.
The portal does not generate additional compliance documents beyond what has been submitted.
If you believe evidence is missing, please contact your payroll provider.
How to create a Client Portal User?
Navigate to the relevant Agency record.
Open the Agency Portal Users tab.
Enter:
Username
Email address
Temporary password
Phone number
Click Create.
Share login credentials securely with your client.
We recommend advising clients to:
Change their password on first login
Enable Two-Factor Authentication (2FA)
How do clients log in?
To access the Client Portal, the user will need login credentials provided by the payroll bureau, umbrella company or recruitment agency.
Visit the Finity Pay Client Portal via the link provided by your payroll provider (https://client.finitypay.app/)
Enter your username and password
You will be taken to your portal dashboard
It is highly recommended that client portal users setup 2FA on their first login to the portal. This can be accessed by clicking the avatar at the top right, then manage account, and select Two-factor authentication tab:
Frequently Asked Questions
Question | Answer |
Can client make changes to worker information? | No. The portal is entirely read-only. You can view and download information, but no data can be edited through the portal. Clients can upload new starters and hours through the client portal, which arrive in your imports section under ‘Agency Imports' to approve or reject. |
Why is there no option for the compliance menu in my clients portal? | Compliance features are optional and must be activated by your payroll provider. Contact them if you believe you should have access. |
How do client uders download a payslip? | Navigate to the relevant worker's profile, select the payslip you need, and use the download option. You'll receive the payslip as a document file. |
I've forgotten my password. What should I do? | Use the forgotten password link on the login screen, or contact your payroll bureau or recruitment agency for assistance. |
What is an FPS? | FPS stands for Full Payment Submission — the mandatory record sent to HMRC each pay period confirming worker payments and deductions. If your account has compliance features enabled, you can view these in the portal. |
Is the information in the portal up to date? | The portal reflects the information held in the Finity Pay system. For queries about specific data, contact your payroll provider. |