WIP tracking, billing efficiency, and cash management for law firms, accountancies, and professional practices.
Running a professional services business comes with unique financial complexities. Sound familiar?
Unbilled WIP ties up revenue. The gap between work done and invoices sent grows silently.
Professional fees often face slow payment. Clients dispute bills. Cash flow suffers.
Multiple partners with different contribution levels need fair, transparent distributions.
Professional indemnity, regulatory fees, and CPD requirements create fixed cost overhead.
Finley provides the financial intelligence professional services businesses need, at a fraction of traditional CFO costs.
Track work in progress through to collection. Identify billing bottlenecks.
Monitor outstanding invoices by age and client. Prioritize collection efforts.
Understand margins by matter type, client, and fee earner.
Project cash needs accounting for typical billing and collection cycles.
What professional services businesses achieve with Finley
From upload to insights in 60 seconds. No financial expertise required.
Export a CSV from your bank or accounting software and upload it to Finley.
Our AI analyzes your professional services-specific financial patterns in seconds.
Receive your financial health score, cash flow forecast, and personalized recommendations.
Common questions from professional services businesses
Finley works with CSV exports from Clio, PracticePanther, ActionStep, and other practice management systems. Direct integrations are planned for Enterprise customers.
Trust funds should be tracked separately from operating accounts. Upload your operating account transactions for business financial analysis. Trust account management requires specialized compliance software.
Finley provides the financial data needed for partner discussions: firm profitability, cash available, and forecast scenarios. The actual compensation structure is your partnership decision.
Traditional CFOs cost £150,000+/year. Fractional CFOs charge £50,000+. Finley delivers the same strategic insights for professional services businesses starting at £49/month.
Join professional services businesses that have discovered hidden cash leaks and accelerated growth with Finley.
No credit card required • 60-second analysis • Money-back guarantee