Accounting, CAS and law firms

Every client's books, close and billing in one console, for accounting, CAS and law firms.

Fintra runs the client work and the firm's own books on the same ledger: cross-client close, per-client billing and realization, and a record of each change by client. It powers the firm and never replaces it.
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Multi-Client Close

Example figures
Riverside CAS client: closed
closed
Northgate LLC: review
78%
Harbor & Fenn (law): expanding
Preview
Cedar Studio: in close
in close
Console live across clients, 1 realization variance flagged, every action sealed

A firm runs its clients on a dozen disconnected systems, and its own numbers last.

  1. Every client is a different stack

    One firm can be thirty to eight hundred client logos, each on its own mix of accounting software, a billing tool, and spreadsheets, so a reviewer re-learns the setup on every engagement and standardization is a policy nobody can enforce.

  2. The firm’s own books come last

    A firm sells time, so its economics live in realization and utilization, how much billed work is collected and how much of staff capacity is billable, yet firms run their own finances last and least, advising on numbers they cannot see for themselves.

  3. Close is a per-client fire drill

    Month-end close, workpapers, and reporting are reconstructed client by client, with the evidence of what was done scattered across files and inboxes instead of produced as a by-product of the work.

  4. Law firms live at the matter level

    A law firm’s economics are per matter and per attorney (time worked, held as WIP, billed against retainers, only some of it realized) and generic accounting has no concept of a matter, so profitability by matter is invisible.

  5. Client trust funds are high-stakes

    Client trust and retainer funds must be segregated and reconciled separately from operating cash, and the rules vary by jurisdiction and bar: exactly where firms get into trouble when trust is treated like any other account.

  6. No single console for the roster

    The firm sees its clients through a folder of logins, not one governed console, so which clients are closed, which are behind, and which are actually profitable is a spreadsheet somebody rebuilds every month.

What Fintra does for accounting & law firms

Fintra runs the money side of a professional-services firm: the platform you standardize on to run your clients’ books and your own back office from one login. What is real today is the multi-client, multi-entity console: per-client governed books, standardized cross-client close, client-accounting (CAS) workflows, and per-client billing, reporting, and realization: each client its own entity, all worked from one place. Fintra powers the firm’s work; it never replaces the accountant. Law-specific matter-based time & billing and trust / IOLTA accounting are expanding.

  • Multi-client, multi-entity console: live
  • Per-client governed books, one login
  • Standardized cross-client close & CAS
  • Matter-based time & billing: expanding
  • Trust / IOLTA accounting: expanding

Partner & Staff Comp

Example figures
Partner · tax group, profit share on group realization
share computed
Senior associate, base + billable-hours bonus
bonus computed
CAS bookkeeper, base + client-book bonus
bonus computed
Partner draws and staff bonuses computed from connected realization and utilization, every pay-run release sealed as evidence. Illustrative.

One console for the firm, with each client on their own system or on Fintra’s books.

Each client’s existing accounting software, practice-management, or time-and-billing tool can stay in place: Fintra reads it through a connector and gives every client its own governed books, a standardized close, and a per-client evidence trail, all worked from one console. Or, for the clients duct-taping accounting software to spreadsheets, Fintra runs the books directly. Either way Fintra powers the firm’s client work; the firm still owns the relationship and the judgment.

Stays in your firm & client systems

Per-client accounting software, practice-management, time & billing, spreadsheets

  • Per-client ledgers & chart of accounts
  • Client billing, WIP & realization data
  • Matter & time records (law): expanding

Read through the firm & client connector, live for early customers.

Fintra runs

Finance, Trust and People, plus the two accounting & law firms jobs below

  • Multi-client / multi-entity console
  • Per-client governed books
  • Standardized cross-client close
  • Client accounting (CAS) workflows
  • Client billing, reporting & realization
  • Matter time & billing (expanding)
  • Trust / IOLTA accounting (expanding)
  • Governance & per-client evidence

Prefer to run a client’s books directly on Fintra? Fintra can run the chart of accounts, general ledger, AP, billing, and payroll for a client whose books live in spreadsheets, and hand off cleanly when that client outgrows the tier. The firm keeps the client relationship and issues the advice; Fintra is the governed platform underneath. Firm-wide roll-up across the whole roster is on the roadmap: today Fintra runs single-company books per entity.

Every client on one console, with each hour and invoice tied to what the firm earns.

Every firm already has accounting and payroll somewhere. The multi-client console and the billing that turns hours into realized revenue are where a firm’s economics are won or lost, so Fintra builds them in: honest about which pieces are live and which are expanding.

Multi-client / multi-entity console

Live

Every client, one login, standardized

The console is real today: each client is its own entity with its own governed books, chart of accounts, and access, and the firm works across all of them from one place. Standardized close, client-accounting (CAS) workflows, and per-client reporting mean a reviewer reads the two-hundredth client the same way as the first, and every governed action leaves a per-client evidence trail. Firm-wide consolidation across the roster is on the roadmap; today Fintra runs single-company books per entity, so the roll-up is per-entity for now.

  • Per-client governed books, one login
  • Standardized close & CAS workflows across clients
  • Per-client reporting & a per-client evidence trail
  • Firm-wide roll-up across the roster: roadmap

Client and matter billing

Expanding

From hours to realized revenue

Client billing, realization, and utilization for the firm’s own engagements are part of the console today: bill the client, track what is collected, and see how much of staff capacity is billable. The law-specific layer is expanding: matter-based time & billing (time worked, held as WIP, billed against retainers, realized per matter and per attorney) and trust / IOLTA accounting are in active development, not shipped. Fintra can help segregate and reconcile client trust funds in dedicated accounts, but the automated trust workflow is expanding, and a firm should confirm its jurisdiction-specific trust obligations with its bar and accountant.

  • Client billing, realization & utilization: live
  • Matter & attorney profitability (dimensional): live
  • Matter-based time & billing (WIP, retainers): expanding
  • Trust / IOLTA segregation & reconciliation: expanding

Working-Capital Line

Example figures
Approved working-capital line
against connected billed WIP & AR
approved
soft pull
draw as needed
on connected realization
to smooth cash
available
Underwritten on connected billings and realization, the lenders and rails simulate today, Trust-guarded, every draw sealed. Illustrative.

The same books, approvals and payroll checks, set up for accounting & law firms

Finance

Every client’s books, and the firm’s own, on one governed platform.

Real accounting for each client and for the firm itself: per-client general ledger, standardized close, client billing and realization, and payroll. What is live today is the multi-client, multi-entity console: per-client governed books under one login, standardized cross-client close, and CAS workflows. Firm-wide consolidation across the client roster is on the roadmap, today Fintra runs single-company books per entity, and the law-specific pieces (matter-based time & billing, trust / IOLTA accounting) are expanding, not shipped.

Explore firm finance
  • Per-client books & standardized close: live
  • Client billing, realization & utilization
  • Firm-wide roll-up across the roster: roadmap
  • Matter time & billing and trust accounting: expanding

Trust

Every client close, write-off, billing adjustment, and trust movement: decided and sealed.

The places money and trust leak in a firm (a client write-off, a billing adjustment, an unreviewed close, a movement of client trust funds) each get a verdict grounded in that client’s real books and become hash-chained, recomputable evidence, per client. Because Fintra owns the books and the money movement, it governs the actions that touch them and records the evidence, which also feeds the firm’s own SOC 2 and attestation practice. That is alignment and evidence, not a certificate: the firm issues the attestation, never Fintra.

See how actions are checked
  • Per-client close, write-off & adjustment checks
  • Trust-fund movements flagged (workflow expanding)
  • Per-client, recomputable evidence trail
  • Feeds the firm’s SOC 2 & attestation work

People

Partners, staff, and AI teammates on one chart, priced against realization.

A firm’s constraint is billable capacity, so the Workforce Graph puts every partner, associate, bookkeeper, and AI teammate on one chart: measured against the same realization and utilization. AI drafts the routine close and reconciliation work so staff spend their hours on judgment, and the AI stays advisory: a named human at the firm always reviews and signs before anything reaches a client’s books.

See people and payroll
  • Staff utilization & realization on one chart
  • AI drafts routine close & reconciliation work
  • Capacity planning against the client roster
  • Humans + AI agents, trust-scored

Every client in one login, set up the same way, with the evidence kept.

The console is real today. Each client is its own governed entity, the firm works the whole roster from one place, and the evidence of what was done is produced as a by-product of the work rather than reconstructed at review.

Per-client books, one login

Live

Each client is its own entity with its own ledger, chart of accounts, and access, and the firm works across all of them from one console. Onboard a new client and it inherits the standard setup on day one, not after a month of configuration.

Standardized close & CAS workflows

Live

The same close, reconciliation, and client-accounting workflows apply to every client, so a reviewer reads the two-hundredth client the same way as the first. Consistency is built in, not enforced by a checklist and hope.

Per-client reporting & realization

Live

Client billing, realization, and utilization for the firm’s own engagements come straight from the ledger, so the firm can finally see, for itself and per client, how much billed work is collected and how much capacity is billable.

Per-client evidence trail

Live

Every governed action on every client is hash-chained and mapped to the controls it satisfies, so review, year-end, and a client’s audit each start from a recomputable evidence trail rather than a reconstruction.

Firm-wide roll-up across the roster

On the roadmap

Consolidated views across a client’s entities and across the firm’s whole book of business are on the roadmap. Today Fintra runs single-company books per entity, so a roll-up is per-entity for now, and we chip that honestly rather than imply it ships today.

Built for how a firm bills: matter economics and client trust accounts.

A law firm’s economics live at the matter level, and its client trust funds are high-stakes. This is the layer we are actively building; we mark each legal-specific piece as expanding and never show trust accounting as shipped.

Matter-based time & billing

Expanding

Time worked, held as work in progress, billed against retainers, and realized per matter: the practice-management workflow a firm bills on. In active development on top of the console; not shipped yet, and we say so plainly rather than show a finished feature.

Matter & attorney profitability

Live

Which matters and which attorneys actually make money, from dimensional tagging of revenue and cost by matter and attorney, so profitability is per matter, not a single firm-wide number. Available today via dimensional tagging: the same engine that runs job-level profit for construction; the matter-based time & billing workflow (WIP, retainers) that feeds it is still expanding.

Client trust / IOLTA accounting

Expanding

Fintra can help segregate and reconcile client trust and retainer funds in dedicated accounts, distinct from operating cash, the core of trust accounting, but the automated trust/IOLTA workflow is expanding, not shipped. Trust rules vary by jurisdiction and bar, so confirm your specific obligations with your bar association and accountant.

Retainers, WIP & realization

Expanding

Retainers drawn down as work is billed, WIP carried until it is invoiced, and realization measured per matter, so partners see which work is worth taking. The matter-level view rides on the legal layer that is in build; firm-level client billing and realization are live today.

Every approval and change is recorded, for each client and for the firm.

Because Fintra owns the books and the money movement, it can govern the actions that touch them and record the evidence, which feeds the firm’s own SOC 2 and attestation work. Fintra makes the engagement faster and cleaner; it never tries to replace the firm’s audit judgment.

Frameworks & controls, mapped once

SOC 2, and the controls that matter for a firm handling client financial data, mapped a single time so one governed action satisfies many at once. Adding a framework or a new client points at the same evidence instead of starting the mapping over. This is alignment and evidence, not a fabricated certificate.

AI Action Governance on client work

Every client close sign-off, write-off, billing adjustment, trust-fund movement, or access change gets a verdict and an Action Trust Score before it lands. Fintra Trust decides and records, and gates where it is wired in; broader automatic enforcement across every workflow is staged, so today it always decides and proves.

Recomputable, per-client evidence

Each governed action is hash-chained and mapped to the real controls it satisfies, so verify_chain() re-derives the whole chain from that client’s data: tamper-evident and reproducible. Scoring is deterministic and explainable, never a black box; the source-system connectors remain a pluggable provider seam.

Feeds the firm’s attestation revenue

The evidence Fintra records makes a SOC 2 or attestation engagement faster and cleaner, and an audit-ready readiness report is produced on request. The firm issues the attestation and owns the judgment: Fintra never issues a certificate and never replaces the audit work.

A platform the firm runs, and a partner program if you want the margin.

This page is for the firm running Fintra as its client-work and back-office platform. If you would rather bring your clients on as a channel (referral, wholesale, or white-label) that is the partner program, a separate story with its own economics.

Fintra powers, the firm decides

Fintra runs the governed books, the close, and the evidence; the firm keeps the client relationship, the advice, and the sign-off. Automation drafts the routine work, and a named human at the firm always reviews before anything reaches a client’s books.

A feeder, not a competitor to your ERP work

Fintra is the SMB and early-stage tier that precedes the enterprise ERP. It takes a client from spreadsheets to governed books and hands off cleanly when they outgrow the tier, so it grows the firm’s book without competing with an ERP-implementation practice.

The partner program lives elsewhere

Bringing clients on as a channel (a referral and revenue share, or wholesale and white-label where the firm owns the relationship and the margin) is the partner program, with its own on-ramps. See the partner program for those economics; this page is about running the platform.

One console from client work to close

Per-client governed books, a standardized close, client billing and realization, and a per-client evidence trail: the firm’s whole client-work and back-office story on one platform, with the law-specific and firm-wide-roll-up pieces marked expanding.

Continuous controls for accounting & law firms.

Fintra tests every transaction, not a sample; only the items that fail open an exception; each exception carries a sealed record of what was checked; the record is mapped to the SOX 404 control it tests; an auditor reviews it through time-limited access.

ControlHow it is checkedFrameworkStatus
Per-client close checklistTested continuously by the month-end close-checklist handler run per client engagement.SOX-CA-10 · Close checklistTested today
Write-off & adjustment dual approvalTested continuously by the dual-approval test handler on every client write-off or adjustment over threshold.SOX-CA-02 · Dual approvalTested today
Segregation of duties across engagementsTested continuously by the segregation-of-duties handler: preparer and reviewer stay split on every client.SOX-CE-03 · SoDTested today
Client trust / IOLTA reconciliationPlanned: segregation is supported, but the automated trust-reconciliation handler is not wired yet.Roadmap · trust reconciliationPlanned

Only the controls marked tested today run against your real transactions now. Planned and attestation controls are listed so you can see the full scope; where Fintra cannot test something, it says so instead of reporting a pass. It works beside your GRC tool and your external audit, not instead of them.

How continuous testing works

Fintra for accounting & law firms today

The Money · Trust · People engines are the shipped Fintra platform. What is real today is the multi-client, multi-entity console: per-client governed books under one login, a standardized cross-client close, client-accounting (CAS) workflows, per-client billing, reporting, and realization, and a per-client evidence trail your team works from one place, plus the firm’s own books. What is EXPANDING, and framed honestly as such rather than claimed as available: firm-wide consolidation across a client roster is on the roadmap (Fintra runs single-company books per entity today, so a firm-wide roll-up is per-entity for now); law-specific matter-based time & billing (WIP, retainers) is in active development, while profitability by matter and attorney is available today from dimensional tagging (the same engine that runs job-level profit for construction); and trust / IOLTA accounting is expanding and is never shown as shipped: Fintra can help segregate and reconcile client trust funds in dedicated accounts, but the automated trust workflow is in build, and because trust rules vary by jurisdiction and bar, a firm must confirm its specific obligations with its bar association and accountant. The per-client accounting, practice-management, and time-and-billing connectors are a pluggable provider seam: live for design partners and on the near-term roadmap, not a one-click integration for every client system yet. Fintra Trust maps SOC 2 and 75 other frameworks to real controls and evidence and produces an audit-ready readiness report on request; that is alignment and evidence, not a fabricated certificate, and a formal attestation is issued by the firm or an independent auditor, never by Fintra. Fintra powers the firm’s client work and its own back office and complements the firm’s advisory and audit practice: it never replaces the accountant. The channel and partner economics (referral, wholesale, white-label) live on our partner program, not here. We will always tell you what is production-ready versus what we are building with you. In demos, no real money moves.

Pages by role

One set of books runs the whole back office. These pages start from the job you do.

See Fintra run your firm and your clients’ books.

Bring one client or your whole roster. We’ll show the multi-client console, standardized close, client billing and realization, and the per-client evidence trail on your firm, and we’ll be honest about what is live versus the matter-based billing and trust accounting we’re building with you.

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