Standardize every client.
Scale the practice.
Run every client on per-client governed books under one login, standardize the close and CAS workflows across the roster, and prove the work with a per-client evidence trail — Fintra powers the firm, it never replaces the accountant.
Sample console — clients illustrative, not real accounts.
One console instead of a client per snowflake.
The work a CAS practice already does — onboard, close, reconcile, bill, prove — standardized on one governed console, drafted by AI and signed by a person at the firm, so the practice scales with the roster.
Every client on one console
Each client is its own governed entity with its own ledger and access, and your team works across the whole roster from one login. Onboard a client and it inherits your standard setup on day one, not after a month of configuration.
Standardized close across the roster
The same close checklist, statements, and report pack 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 governed books
Real double-entry books per client — chart of accounts, general ledger, AP, and billing — with role-based access, so the work is standardized without collapsing every client into one blurred set of numbers.
CAS workflows AI drafts, your team approves
AI drafts categorizations, reconciliations, and the routine close so staff spend their hours on judgment. It stays advisory — a named person at the firm reviews and signs before anything reaches a client’s books.
Per-client billing, realization & utilization
Bill the client, track what is collected, and see how much of staff capacity is billable — realization and utilization for the firm’s own engagements are part of the console, so the practice’s economics are visible, not guessed.
A per-client evidence trail
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 trail — the firm proves its work as a by-product of doing it.
The practice does not scale when every client is a snowflake.
A CAS leader’s constraint is billable capacity, and it drains away when each client is set up differently and every review starts from scratch. Fintra collapses that into one console, so standardization is the system, not a wish.
One firm can be thirty to eight hundred client logos, each on a different stack with a different chart of accounts and a different close. Standardization is a wish, not a system, so the practice does not scale with the roster.
When each client is set up differently, a partner or senior has to relearn the file every time they review it. Capacity is spent on remembering how a client is wired instead of on judgment and advisory work.
Because the work leaves no shared trail, review and a client’s audit start by rebuilding what happened from screenshots and memory — expensive, slow, and exactly the drag on realization the firm cannot afford.
Standardized by hope, not by system
- A different tool per client
- Charts of accounts that never match
- Close run ad hoc per client
- Reviewers relearning each file
- Billing & realization in spreadsheets
- Evidence rebuilt at year-end
every client standardizedAI orchestration
Every client governed the same way
AI drafts across clients. Your firm signs.
The point of AI in a CAS practice is not to touch a client’s books on its own. Fintra drafts the categorizations, reconciliations, and close across the roster — then routes anything that reaches a client’s books to a named person at your firm, and seals the decision as per-client evidence.
Categorizations, reconciliations, and the routine close are drafted across clients — grounded in each client’s own books and your firm’s standards — so staff get up to speed faster and partners review more clients per day.
The AI stays advisory. Nothing reaches a client’s books until a named person at your firm reviews and approves it, routed by the policies you set — so professional judgment stays where it belongs.
Each governed action is recorded as hash-chained, recomputable evidence mapped to the controls it satisfies, so a client’s review or audit reads a trail rather than a reconstruction.
Fintra powers the firm’s client work and back office; it never replaces the accountant. It decides and records on every wired-in action and gates where it is enforced; broader automatic enforcement is staged.
What is live for firms, and what is expanding.
- A multi-client, multi-entity console: per-client governed books under one login, each client its own entity
- Standardized cross-client close and CAS workflows, so every client is read and reviewed the same way
- Per-client billing, realization, and utilization for the firm’s own engagements
- A per-client evidence trail — hash-chained, control-mapped, recomputable — for review, year-end, and a client’s audit
- AI-drafted categorizations, reconciliations, and close, with a named person at the firm approving before anything posts
- Firm-wide roll-up across the client roster — Fintra runs single-company books per entity today; consolidation across the roster is on the roadmap
- Law-specific matter-based time & billing (WIP, retainers, matter and attorney profitability) is expanding, not shipped
- Trust / IOLTA accounting — segregation in dedicated accounts is supported, but the automated trust-reconciliation workflow is expanding
- Card, bill-pay, and financing rails simulate until a provider is enabled — in demos no real money moves
Fintra powers the firm’s work; it never replaces the accountant. A formal SOC 2 or attestation is issued by your firm or an independent auditor, never by Fintra — the platform generates the evidence that makes the engagement faster and cleaner. In demos, no real money moves.
This is the practitioner view. There are two more.
This page is how a CAS practice leader runs and scales client work day to day. The accounting & law firms vertical covers the firm platform end to end; the partner page covers the channel — wholesale and referral economics, and how the evidence Fintra produces feeds your SOC 2 and attestation revenue. Three views of one platform, so you can start where you sit.
Talk to us about your rosterWhat is Fintra for CAS practice leaders?
Fintra is the multi-client console a CAS practice leader standardizes and scales client work on. Every client runs on per-client governed books under one login, with a standardized cross-client close and CAS workflows, per-client billing, realization and utilization, and a per-client, hash-chained evidence trail. AI drafts categorizations, reconciliations, and the routine close across the roster, and a named person at the firm approves before anything reaches a client’s books. Firm-wide roll-up across the roster, law-specific matter-based time & billing, and trust / IOLTA accounting are roadmap or expanding. Fintra powers the firm and complements its advisory and audit practice — it never replaces the accountant.
CAS practice leader questions, answered
What does Fintra give a CAS practice leader?
A multi-client console: every client on per-client governed books under one login, a standardized cross-client close and CAS workflows, per-client billing and realization, and a per-client evidence trail. Your team standardizes how every client is run, so the practice scales with the roster instead of relearning each file — and Fintra powers that work rather than replacing the accountant.
Is the multi-client console real today?
Yes. Per-client governed books under one login, standardized cross-client close and CAS workflows, per-client billing and realization, and a per-client evidence trail are live. Firm-wide consolidation across a client roster is on the roadmap — today Fintra runs single-company books per entity — and we chip that honestly rather than overstate it.
Does Fintra do firm-wide consolidation across all my clients?
Not yet. Fintra runs single-company books per entity today, so the firm-wide roll-up across the whole roster is per-entity for now and full consolidation is on the roadmap. We flag that plainly rather than imply a roster-wide roll-up ships today.
What about trust / IOLTA accounting and matter-based billing?
Those are expanding, not shipped. Fintra can help segregate and reconcile client trust funds in dedicated accounts, but the automated trust / IOLTA reconciliation workflow is in active development, and law-specific matter-based time & billing (WIP, retainers, matter and attorney profitability) is expanding. A firm should confirm its jurisdiction-specific trust obligations with its bar and accountant.
Does Fintra replace the accountant or compete with our audit work?
No. Fintra powers the firm’s client work and back office and generates the control evidence that makes review and attestation faster and cleaner — the firm issues the advice, the review, and the attestation. It is the governed platform underneath, a complement to your advisory and audit practice, never a replacement for the professional judgment your firm is paid for.
How is this different from the accounting-firms and partner pages?
This is the practitioner view — how a CAS practice leader runs and scales client work day to day. The accounting & law firms vertical covers the firm platform end to end, and the partner page covers the channel: wholesale and referral economics and how Fintra feeds your SOC 2 and attestation revenue. They complement each other rather than duplicate.
Bring your client roster onto one console.
We will show the multi-client console on your own kind of clients: per-client governed books, a standardized close, per-client billing and realization, and the evidence trail — with a named person at the firm on anything that reaches a client’s books.