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- Financial Advisory PSA
- Integrations
Integrations
Plan accounting, payment and document connections around the recorded work.
- Financial Advisory PSA
- Accounting
- Payment channels
- Document storage
- Client source
Systems to connect
- Accounting. Reconcile fee billing amounts, invoice numbers and confirmed receipts with the firm’s accounting records.
- Payment channels. Confirm money outside the app before marking a fee billing received.
- Document storage. Keep evidence UR ls and invoice documents governed by the firm’s storage permissions.
- Client source. Agree how existing client identifiers and billing terms enter the app.
How connections are governed
Name the owner of every external source and the person who reconciles it. Preserve the engagement, deliverable and billing identifiers in any exchange. A successful local operation receipt records what ran in this workspace; compare it with the external system’s outcome before treating the business event as complete. Rehearse a delayed confirmation and a corrected source record during implementation.
Set up Financial Advisory PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.