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Accounts & Practice Software - Consultancy firms

Looking for an integrated Finance and Practice Management package for a Consultancy Business

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I am a partner in a consultancy business and have been tasked with finding a package that would enable us to manage our finances, (WIP, disbursements, billing, debts, creditors, bank transactions and all nominals), as well as managing our clients advisory side and avoid using MS SharePoint/Teams.  Rather like accountancy firms and law firms, it would be great if there was integration between the work done and the time recording, e.g. auto-time recording and auto-filing of emails and documents prepared for, and received from, clients.

I know this is a tough call but any guidance would be welcome.

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By DanielRock
23rd May 2022 09:27

Have you considered Xero for the finance piece and then WorkflowMax for the time recording etc? Obviously we're biased as we can handle the document/email management side of things for those.

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