Financial Fills
Work management
Projects, tasks, and templates keep delivery consistent. Recurring work runs on schedule so month-end and retainers don’t start from scratch every cycle.
Financial Fills
One platform. Total control for your firm.
The practice management system that brings workflows, clients, billing, and your client experience into one place — built for accounting and finance teams ready to grow.
One platform
Work, clients, billing & portal — not a patchwork of apps
Billable clarity
Time, unbilled WIP, invoices & payments connected
Accounting sync
QuickBooks Online & Zoho Books integrations
Client experience
Dedicated portal for projects, invoices & collaboration
Firm management
Every job, every client, every deadline — handled in one place
Stop juggling spreadsheets, project tools, and billing apps. Financial Fills gives small and growing firms complete visibility across work, clients, and the team — the same idea firms love in modern practice platforms, tailored to how you actually operate.
Client CRM
Centralize client profiles, assignments, and history. Import and sync contacts from your accounting system so the CRM stays aligned with the books.
Client portal
Give clients a secure place to view projects and invoices, chat with your team, complete forms, and stay informed — without seeing internal tools.
Time & billing
Capture billable work, review unbilled time, generate invoices in seconds, and record payments — so when you bill, you bill accurately.
Proposals & ELS
Package services, send proposals and engagement letters, and track acceptance so commercial work connects cleanly to delivery and billing.
Team visibility
Role-based access for admins, managers, and team members. Assign ownership, protect client contact privacy, and keep capacity visible.
Time & billing
Capture every billable minute. Get paid with less chase.
Small firms can’t afford leaky billing. Financial Fills ties time and work to invoices — so you stop reconciling hours from three different places. See unbilled WIP, create branded invoices, and keep receivables moving.
- Time entries linked to clients, projects, and the work you’re doing
- Unbilled WIP view to turn tracked work into draft invoices
- Invoices with multi-currency, tax/VAT lines, notes, and attachments
- Custom invoice templates — logo, colors, header & footer branding
- Recurring invoices and payment recording with balance tracking
- Push synced invoices and payments to QuickBooks or Zoho Books
Integrations
Stay connected to the systems your firm already trusts
Native accounting connections keep clients, invoices, and payments in sync — so practice management and the general ledger stop drifting apart.
QuickBooks
QuickBooks Online
Connect your firm’s QBO company to sync clients, push invoices, and keep payment status aligned. Built for production Intuit app workflows — authorize once, sync continuously, disconnect anytime.
Zoho
Zoho Books
Prefer Zoho Books? Import and refresh contacts, push invoices, and sync payments with the same Tools experience your team uses for QuickBooks.
Email
Email in the workflow
Connect email to send invoices, proposals, and client messages without losing context. Keep communication close to the client and project it belongs to.
Two experiences
Consolidate your firm and client experience
Your staff runs the practice in the team app. Invited clients get a focused portal — professional, branded, and limited to what they need.
Team portal
The operating system for admins, managers, and team members — full visibility across delivery and billing.
- Dashboard, clients, projects, tasks & templates
- Time tracking, unbilled WIP, invoices & payments
- Proposals & ELS, reminders, chat & email
- QuickBooks / Zoho tools, AI assistant, statistics
- Corporation forms, vault, roles & statuses
Client portal
A clean space for the people you serve — invoices, projects, forms, and conversation without internal clutter.
- View projects and invoice status
- See payments and outstanding balances
- Chat with your firm’s team
- Complete shared forms & reminders
- Review proposals when shared
Capabilities
Built for how modern finance practices work
Core practice features you’d expect from a leading firm platform — plus specialized tools for UAE-ready invoicing, corporation onboarding, and AI-assisted operations.
Accounting CRM
Client records, team assignments, and origin tracking from portal or accounting imports — with email privacy controls for team members.
Workflows & templates
Standardize delivery with project templates, task sections, progress tracking, and recurring projects that keep retainers on rails.
Time tracking
Log detailed time against work, review reports, and feed billable hours into unbilled WIP and invoices without spreadsheet exports.
Invoicing & templates
Branded tax invoices with custom colors, logos, headers, and footers. Preview templates before you send — professional PDFs every time.
Payments
Record payments against invoices, track partial balances, and push payment activity to connected QuickBooks or Zoho Books companies.
Proposals & engagement letters
Build packages and service types, send for acceptance, and keep commercial agreements attached to the client relationship.
Business corporation forms
Design shareable onboarding and corporation forms, collect responses, and import submitted fields into client records when you’re ready.
AI Assistant
Ask questions against your workspace with role-aware access — accelerating answers for admins and managers without exposing restricted data.
Reminders, chat & vault
Project reminders, team–client chat, and a client vault for sensitive credentials and files — with intentional, role-aware visibility.
Access control
Built for how firms actually staff work
Admins, managers, and team members each see the right clients and data — so collaboration stays fast without oversharing.
Admin
Full control across clients, billing, team, statuses, integrations, settings, vault, and AI configuration.
Manager
Oversee clients and projects, see contact details, and keep delivery and billing moving across the firm.
Team member
Focused on assigned clients — projects, tasks, and invoices they own — without exposing firm-wide contact data.
Getting started
From invite to invoice in three steps
Financial Fills is ready when your team is — no complicated rollout.
Invite your team
Add managers and team members, set roles, and define who can see what across the practice.
Connect & run the work
Import clients from QuickBooks or Zoho, launch projects from templates, track time, and share forms when clients need to act.
Bill & collaborate
Turn unbilled work into invoices, record payments, sync to accounting, and keep clients informed in their portal.
Ready to run your practice on Financial Fills?
Sign in to the live team portal — clients, workflows, billing, and integrations in one professional system.