All features
Time & money
Bank accounts
The firm's accounts, and the accounts it pays out to, held as records rather than as a note in a spreadsheet.
Bank details are the highest-value target in a professional services firm, which is why they are records with a change procedure rather than fields somebody can quietly edit.
Firm accounts appear on invoices and drive payroll payments; vendor accounts sit behind expense payments and require approval before a change takes effect.
Accounts
- The firm's own accounts, referenced by invoices and payroll runs
- Vendor accounts held against the supplier record
Change control
- Staged approval before a vendor bank change takes effect
- Who acted, when, and any note recorded per stage
- Every change written to the audit trail