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- Financial Advisory PSA
- Implementation
How a Financial Advisory PSA rollout works
Pilot one engagement through service review, milestone billing and receipt.
Scope the pilot
Choose a current client and engagement, their account owner, engagement manager, owning practice, contract value and budget.
Prepare people and records
Add advisors with rates and capacity; load the related client and engagement history and confirm references.
Rehearse delivery
Submit a valid service line and an incomplete line. Check the approval decision, status and operation receipt for each.
Rehearse billing
Approve a deliverable with amount and engagement, run its invoice operation, then connect a fee billing and confirm collection.
Review economics
Compare delivered and billed amounts in the Engagement Margin Desk and resolve exceptions with the record owners.
What the customer provides
Provide client identifiers, billing terms, engagement dates and values, advisor rates and capacity, milestone amounts and due dates, and the people authorized to review work and collections. Supply a representative set of evidence links and known exceptions for the rehearsal.
Changing it afterwards
When practice ownership, rates or billing terms change, review affected active engagements before editing master records. Keep the earlier review decision and operation receipt for context. Repeat the pilot cases after a workflow or access change. Create the first cycle.
Set up Financial Advisory PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.