Solutions for Finance Teams

Financial visibility and structured billing

Give finance teams clearer visibility into time entries, invoice preparation, billing status, and financial records across the firm.

Business outcomes

Track billable hours per matter with customizable rates and matter-level time tracking.

Generate professional invoices with PHP and VAT support, multiple line items, and payment tracking.

Monitor invoice status from draft to paid across all matters and clients.

Record client retainer funds, apply them to approved invoices, and produce running-balance statements.

Compare cash received with expenses paid by month, category, client, and matter.

Review fees collected, recovered expenses, internal costs, and net contribution for each matter.

Capture billable and non-billable time with matter-level tracking and customizable rates.

Create invoices with PHP formatting, 12% VAT, and multiple line items.

Track payment status, record payments, and monitor outstanding balances.

See monthly income versus expenses, outstanding invoices, unbilled time and expenses, and matter profitability with CSV and PDF export.

Link time entries and invoices to specific matters for accurate cost allocation.

Hold client retainer funds separately from trust and operating funds, apply them to invoices, record refunds, and issue client statements.

Complete record of all billing actions, invoice changes, retainer fund entries, and payment records.