The finance system for the firm and its clients
Bill clients and track realization, see staff utilization, and let AI draft the routine close work - so your firm runs leaner and its own books stay clean.
Why firm economics are hard to see
An accounting firm sells time, so its economics live in realization and utilization - how much billed work is actually collected, and how much of staff capacity is billable. Yet firms often run their own books last and least, with client work in one tool and firm finances in another. The result is a firm that advises on numbers it cannot see for itself.
- Realization per client and engagement determines whether the work pays.
- Staff utilization drives capacity planning and hiring.
- The routine close work across clients is repetitive and automatable.
- The firm’s own books deserve the same rigor it sells to clients.
How Fintra maps to an accounting firm
- Dimensional accounting tracks revenue and cost by client and engagement for realization reporting.
- AI accounting drafts the routine close work - reconciliations, recurring entries - so staff review instead of key.
- Invoicing and AR bill clients and keep firm receivables moving with automated reminders.
- Management reporting shows firm utilization and profitability on live data.
A worked realization example
The firm workflow in one place
| Task | In Fintra |
|---|---|
| Client and engagement realization | Dimensional accounting and reporting |
| Routine close work | AI accounting drafts, staff approve |
| Firm billing and collections | Invoicing and AR |
| Utilization and profitability | Management reporting on live data |
Frequently asked questions
Can an accounting firm run on Fintra?
Yes. Fintra runs the firm’s own books with client and engagement realization, AI-drafted close work, billing, and utilization reporting. Because it automates the routine close and shows realization per engagement, a firm runs leaner and keeps its own finances as clean as the advice it sells.
How does Fintra help firm realization?
Dimensional accounting tracks revenue and cost by client and engagement, so realization - billed versus collected, net of write-downs - is visible per client rather than blended firm-wide. Partners can then see which engagements to reprice, restructure, or drop, which is the core lever on firm profitability.
Does AI do the client work?
AI drafts the routine, repetitive parts of the close - reconciliations and recurring entries - and staff review and approve. Nothing posts without a person signing off, so the firm keeps professional control while freeing staff from mechanical keying to focus on judgment and client advisory.
Can I track staff utilization?
Management reporting on live data supports utilization and profitability views, so a firm can see how much of staff capacity is billable and plan hiring accordingly. Combined with realization, that gives partners the two numbers that most drive a time-based firm’s economics.
Stay in the loop
One practical finance briefing a week - new guides, checklists, and benchmarks.
Run the firm on what it advises
Fintra gives your firm realization, utilization, and an AI-drafted close. Free to start, no card required.
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