Accounting software for professional services
Bring your financial, project and people management together to give you visibility over the things that matter. Connect your digital systems and processes for powerful decision making, with our financial management software designed specifically for professional services.
Helping professional services organisations drive performance and profits
Access financial management software gets right to the heart of your business to facilitate the smooth end-to-end running of your operations. It brings together your project, people, customer and financial operations into a connected ecosystem for a single view of your organisation. Benefit from improved efficiencies and collaboration, real-time visibility and insights, and ultimately supercharge your performance and profits.
See the solution in action
There’s no successful one-size-fits-all approach for professional services software, and that's why our system is highly configurable. Benefit from a range of additional products, apps and analytics to suit your needs and scale as you grow, and to build out the ultimate solution for your organisation.
This short demo video walks you through our financial management software, designed for the professional services organisations of today.
Drive end-to-end efficiency
Connected digital processes and powerful decision making with professional services financial management software.
- Control and accuracy - input and manage financial data, remove duplication and set up automated checks and e-approval workflows. Keep control of costs with purchase management and automated invoice processing.
- Forecasting - create estimates using value, rate or cost-plus pricing, and attach budgets and forecasts to work breakdown structures.
- Issues and opportunities - uncover budget issues and opportunities early with real-time, purchase and expense tracking. Mobile apps make collecting expenses easy, and approval reminders help keep things up-to-date.
- Manage resources -with interactive resource scheduling tools ensure bookings go against the statement of work, make sure work is within budget, and auto populate timesheets to ensure logging against the right project.
- Share with clients - share project documents and reports, assign tasks, create approval workflows and communicate with your team and clients all in one place.
- Up-to-date accounts - transactions feed straight into your Access accounting system, keeping your accounts accurate and up-to-date.
Improve visibility and decision making
Role specific dashboards let you quickly monitor KPIs and drill down into the detail. Access up-to-date insights and take action in the moment.
- Resolve issues quickly - see instantly any projects in red, over-budget, or at risk, and take decisive action.
- Track performance - track each project’s performance and profitability with real-time financial data, including budget vs actuals, work in progress, cost-to-complete, resources, risks, and more
- Resource planning - utilisation reports show you where there’s missing timesheets, under or over-utilisation, and how your resources are spending their time.
- Reporting at all levels - report information at group, business, department, client, project or cost-code level. See all committed project costs, purchasing, billing forecasts, invoices and capacity for complete visibility and informed business decision making.
- Microsoft integration - easily create management reports in our Excel reporting templates with two-way Microsoft integration.
- Share with stakeholders - share selected data and insights easily and securely with the people across your organisation, external partners and clients.
- Integrations - connect to third party software products to combine data from your sales, CRM, HR, operations and more, with your finance data. Gain a single comprehensive view of the business, enabling you to make faster, more informed decisions.
- Industry-leading cloud hosting - hosted on our Australian based, industry-leading cloud, with enterprise-level security, automatic backups and software upgrades, and 24/7 ongoing support, you can be certain your data is safe and fully supported.
A finance system loved by more than 4,000 leading businesses and not-for-profit organisations
Access Workspace for Professional Services
Access Workspace joins together all your systems, data and people in one place.
See Access Workspace in actionA single view of overall project visibility
- Track project progress quickly and easily without the need to pull and manipulate data in Excel.
- Ensure projects remain on track and profitable by highlighting projects in distress, and make decisions to get back on track.
Save time during month-end
- Approve time, expenses and project related requests efficiently from a single place.
- Chase missing timesheets quickly and easily.
- Ensure client billing is carried out in a timely manner.
Increase visibility and control over teams
- See who is working on which task and when.
- Increase efficiency by automating timesheet creation, avoiding duplication of work.
- Create an engaged taskforce all driving in the same direction.
Connected, all in one place
- Instant access, wherever you are, across your entire Finance and Operations team.
- Supercharge process optimisation and let everyone self-serve what they need.
- Get real-time visibility of your business finances.