Billing Management Software for Accounting Firms
FinnDesk is billing management software for accounting firms that want every piece of delivered work invoiced. Turn completed tasks and logged time into invoices, run retainers on schedule, send payment reminders automatically and watch receivables shrink.
- Invoice straight from completed work and logged time
- Automated reminder ladders until payment lands
- Receivables ageing, live
Receivables
LIVE82%
Collected within terms this quarter
- INV-2418 · Aperture Co $2,200
- INV-2417 · Orbit Labs $4,000
- INV-2416 · Nexa Retail $1,090
- INV-2415 · Vertex $7,180
- INV-2414 · Meridian $1,460
Outstanding
$44.9K
Overdue 30d+
$4.8K
Avg. days to pay
24
− 19
Days in receivables
100%
Delivered work billed
3 hrs
Saved per billing cycle
What Billing & Invoicing does for your accounting firm.
Work-to-invoice
Completed tasks and approved time entries queue up for billing, so nothing delivered goes unbilled.
Retainers and one-offs
Recurring retainer invoices raise themselves on schedule; project and milestone billing sit alongside them.
Reminder ladders
Polite at day three, firmer at day fifteen, escalated to the partner at day thirty — all without anyone remembering to send it.
Ageing you can act on
Receivables bucketed by age, client and owner, with the worst offenders at the top.
Approval before send
Route draft invoices for internal approval so the client never sees a number twice.
Payment records
Log full and partial receipts against invoices and keep the client’s ledger accurate.
Four steps, and then it looks after itself.
Configuration is a one-off. After that the module runs on your schedule and only asks for a human when something genuinely needs one.
- 1
Accrue
Delivered tasks and logged time accumulate against the client.
- 2
Raise
Generate the invoice from unbilled work, or from the retainer schedule.
- 3
Chase
Reminders go out on your ladder until the invoice is settled.
- 4
Reconcile
Receipts are recorded and ageing updates in real time.
Billing & Invoicing for accounting firms, answered
What is billing management software for accounting firms?
It connects the work your firm delivers to the invoices it sends: fees per service, retainers, time-based billing, payment reminders and receivables. FinnDesk raises invoices from completed tasks and logged time, and syncs them with Xero, QuickBooks and Zoho Books.
Can we bill on retainer and by project?
Both. Retainers raise on a schedule, project work bills on milestones or on completion, and time-and-materials bills from logged hours.
Are reminders customisable?
You control the timing, the tone of each message and who gets copied at each escalation step.
Can invoices be approved internally first?
Yes. Draft invoices can require approval from a named reviewer before they can be sent.
Do you handle partial payments?
Partial receipts are recorded against the invoice and the balance continues through the reminder ladder.
Still have a question? Talk to us
Pairs well with
07
WhatsApp Integration
Talk to clients where they actually reply — with every message logged against the record.
08
Email Integration
Two-way email sync so client threads live on the client record, not in private inboxes.
09
Attendance & Leave
Clock-in, shifts, holidays and leave balances — accurate enough to run payroll from.
Put Billing & Invoicing to work this week.
Start with this module alone, or switch on the rest of the platform alongside it. Either way, setup takes minutes rather than a quarter.
14-day free trial · No credit card · Setup in under 10 minutes