Financial management software
Financial management software for professional services
Visibility to help you focus on what matters. Bringing your financial, project and people management together.
Connected digital processes and decisive decision-making with our accounting software for professional services.
Accounting software trusted by professional service providers across the UK
Helping professional services organisations drive profits
Access financial management software gets right to the heart of your business. Our software facilitates the smooth end-to-end running of your operations. It brings together your project, people, customer and financial operations. Access everything from a connected ecosystem for a single version of the truth. Improving efficiencies and collaboration, offering real-time visibility, and driving performance and profits.
Watch the 7-minute software demo video
There’s no successful one-size-fits-all approach for professional services companies. Our system is highly configurable, with a range of additional products, apps and analytics. Everything to suit your needs and evolve with your business growth.
Discover how our professional services accounting software can help your business thrive. Watch this short 7-minute video.
Drive end-to-end efficiency
Connected digital processes and decisive decision-making with professional services financial management software.
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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.
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Forecasting - create estimates using value, rate or cost-plus pricing. Attach budgets and forecasts to work breakdown structures. Forecast cash flow for effective decision-making.
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Issues and opportunities - uncover budget issues and opportunities early with real-time, purchase and expense tracking. Collecting timesheets and expenses is easy with our mobile app. Send approval reminders to help keep things up-to-date.
The information you need, at your fingertips
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Manage resources - manage resources with interactive resource scheduling tools. Bookings go against the statement of work to make sure work is within budget. Auto-populating timesheets ensures time is logged against the right project.
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Share with clients - share project documents and reports, assign tasks, create approval workflows and communicate with your team and clients. All in one place.
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Up-to-date accounts - transactions feed straight into your Access cloud-based accounting system, keeping your accounts accurate and up-to-date.
Improve visibility and decision making
Monitor KPIs and drill down into the details on role-specific dashboards. Access up-to-date insights that are actionable at the moment.
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Resolve issues quickly - see instantly any projects in red, over-budget or over-risk and the recommended actions.
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Track performance - track each project’s performance and profitability with real-time financial data. This includes budget vs actuals, work in progress, cost-to-complete, resources, risks, and more.
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Resource planning - utilisation reports show you where there’s missing timesheets, under or over-utilisation, and how your resources are spending their time.
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Reporting at all levels - report information at group, business, department, client, project or cost-code level. See all committed project costs, purchasing, project billing forecasts, and invoices.
Accessing and sharing data has never been easier
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Microsoft integration - easily create management reports in our Excel reporting templates with two-way Microsoft integration.
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Share with stakeholders - share selected data and insights securely with the people across your organisation, external partners and clients.
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Integrations - integrate third-party software products to combine data from your sales, CRM, HR and operations with your finance data. Provide a single comprehensive view of the business enabling you to make faster, more informed decisions.
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Industry-leading cloud hosting - hosted on our UK-based, industry-leading cloud. You'll get enterprise-level security, automatic backups and software upgrades, and 24/7 ongoing support.
Access Workspace for Professional Services
Access Workspace joins together all your systems, data and people in one place. For Professional Service businesses, our financial management solution provides a collaborative tool for tracking progress and driving profitability — giving you the freedom to do more of what matters.
A smarter, more integrated and scalable finance system
I have never found the same number of applications available from one supplier. The Access suite provides a lot of well-integrated pieces of software.
David Kay, Director, Adlib Audio
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See our professional services finance software in action
Enter your details and our finance specialists will give you a personalised demo and answer any questions you have.
