Time entry, expense tracking, WIP, rate tables, invoice generation, billing review. How firms turn work into money.
Engagement tracking, workflow templates, staff assignments, deadlines, workload balancing, project status.
Support and internal ticketing — issue tracking, assignments, SLAs, and status updates tied to engagements.
Client grading and scoring system for ranking client profitability and engagement.
Firm dashboards, financial reporting, reconciliation, trend analysis, profitability analysis, and controller workflows.
Client-facing self-service: view account, invoices, make payments, check project status, file disputes.
Secure document exchange, document requests, e-signatures, client upload portal.
Automated email campaigns, SMS notifications, statement delivery, payment reminders, in-app messaging.
Client satisfaction surveys, NPS, post-engagement feedback, Google review generation.
Credit card and ACH processing, payment plans, recurring billing, invoices, statements, receipts, and billing automation.
Client grading, automated dunning, escalation workflows, aging management, late fees, dispute handling.
Pipeline management, prospect tracking, AI-assisted fee proposals, e-signatures, client onboarding.
Double-entry ledger, accounts, journal entries, fiscal periods, posting rules, side-effect handlers, and financial audit trails.
Skill quizzes, leaderboards, required quiz banners, employee knowledge checks, and training completion workflows.
Our bundles include the most popular combinations at a single per-seat price. Start with a bundle and add apps as you grow.
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