Use Case
Built for CA Firms Managing Contractor Clients.
Managing 8–12 contractor ledgers from one login. Monthly report generation taking 4–5 full working days. A single view across all client contract positions. FINIRIX is built for this.
The Challenge
Managing 8–12 client ledgers requires constant context switching
Each client has a different accounting tool, a different file-sharing approach, and a different level of record quality. Switching between them for monthly reconciliation takes more time than the reconciliation itself.
Monthly report generation takes 4–5 full working days
Gathering fund release schedules, borrowing statements, retention summaries, and expense breakdowns from each client — then building the reports — is the most time-consuming part of the engagement.
No single view across all client contract positions
You know your clients individually. You have no dashboard showing all your clients' contract health at once — which ones are running a loss, which ones have retention due, which ones have an OD about to breach.
How FINIRIX Helps
Organisation switcher — one login, all clients
Every client organisation is accessible from your single FINIRIX login. Switch contexts in one click. No re-authentication. No file juggling.
Scheduled report delivery to clients
Configure FINIRIX to send each client their P&L report, fund release summary, and borrowings statement automatically — on a schedule you set. (Business plan)
CA multi-org dashboard
A single view across all your client organisations — contract status, retention due, and open borrowings for every client, without opening each ledger individually. (Business plan)
Relevant Features
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