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 financial management software for professional services.

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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 version of the truth. Improving efficiencies and collaboration, offering real-time visibility and insights, and ultimately helping you drive performance and profits.

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, to suit your needs and evolve with your business growth.

This short demo video walks you through our financial management software designed for the professional services industry.

Interested? Contact us to discuss

Drive end-to-end efficiency

Connected digital processes and decisive 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 timesheets and expenses easy, and approval reminders help keep things up-to-date.
Manage resources - manage resources with interactive resource scheduling tools. Bookings go against the statement of work to make sure work is within budget, and auto populating timesheets ensure time is logged 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 cloud-based accounting system, keeping your accounts accurate and up-to-date.

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Improve visibility and decision making

Role specific dashboards let you quickly monitor KPIs and drill down into the detail to access up-to-date insights which are actionable in the moment.

Resolve issues quickly - see instantly any projects in red, over-budget or over-risk and the recommended actions.
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, project 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 - seamlessly integrate third party software products to combine data from your sales, CRM, HR and operations with your finance data to provide a single comprehensive view of the business enabling you to make faster, more informed decisions.
Industry-leading cloud hosting - hosted on our UK-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.

Supporting hundreds of professional services organisations, with turnovers ranging from £2m to £200m

"Access financial management software removed manual processes and eliminated the need for Brown & Co to run 34 separate reports per month for different income streams, saving 5-6 hours per month on a single task."

Alton Nutile, Commercial Operations Director, Brown & Co

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"After reviewing the various systems, it was apparent that Access offered us the levels of flexibility that we required, particularly with the ease of creating workflows that exactly matched our processes."

Ian Lansdell, Director of Financial Analysis, ETF Securities

A 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.
Multi-entity management and reporting within one single sign-on platform.

Professional services financial management software

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.

See Access Workspace in action

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.