Accounts receivable software for accounting firms is not the software your firm uses to bill its own fees. It runs your clients’ receivables: the reminders, the replies, the payment and the posting back to their books, so your firm can offer collections as part of client accounting services (CAS) without hiring people to chase. Finero is the AR platform finance advisers run for their clients: one login, a separate workspace per client, each on its own ERP and payment provider.
Why are firms adding collections to CAS?
Because receivables is already on the desk. In the full 2024 CPA.com and AICPA CAS Benchmark Survey report, 97% of CAS practices offer transactional accounting that includes A/R, and the practices reported a median growth rate of 17%. Owning the collections outcome, not just recording the invoices, is the step from bookkeeping to advice the client sees in the bank balance.
The same survey shows the commercial model is already familiar: 84% of practices are moving to fixed-fee billing, and 66% pass the software licence fee straight to the client. With Finero, each client pays for its own plan and your firm charges for the service.
How does Finero work with clients’ QuickBooks and Xero files?
Each client’s QuickBooks Online company or Xero organisation connects to its own workspace, with the client’s own payment provider. Core connects in minutes and goes live the same day, and payments are written back to QuickBooks or Xero automatically, so the client’s books stay current without anyone re-keying receipts. Clients on NetSuite, Oracle Fusion, SAP S/4HANA, Sage or Dynamics 365 use Scale.
How is each client’s data kept separate?
- Each client company gets its own Finero workspace, connected to its own ERP or accounting system and its own payment provider.
- You use one login and switch between clients from the sidebar. Two browser tabs can show two clients side by side.
- Access is checked on every request, and switching clears the previous client's data from the browser, so one client's information never shows in another's.
- You join a client's workspace by invitation, so the client decides who has access.
- The partner dashboard shows every client you work with and their activity in one place.
- Plans have unlimited users and no setup fee, so adding an adviser to a client's workspace costs the client nothing extra.
How it works for your firm
Pick the clients that fit
B2B clients who invoice on terms every week, with customers who pay late and nobody who owns collections.
The client invites your firm
Each client company gets its own workspace and invites your staff into it.
Connect the client's books and provider
Their QuickBooks Online company or Xero organisation and their own payment provider, live the same day on Core.
Agree the collections policy
Cadence, escalation, and which customers get a personal call from your team instead of a reminder.
Fin chases and posts the cash
Every invoice is followed up, routine replies are answered, and payments are written back to the client's books.
Review the book in one place
The partner dashboard shows every client's activity; report DSO and collected cash in your regular client meeting.
Chasing by hand, or Finero for each client?
| Chasing by hand for clients | Finero for each client | |
|---|---|---|
| Who sends the reminders | Your staff, when there is time | Fin, every day, in the client's name |
| Customer replies | Your staff | Fin answers routine replies; exceptions come to your team |
| Payment | Bank details in an email | Card and ACH link on every invoice, via the client's provider |
| Posting the cash | Re-keyed into the client's books | Written back to QuickBooks or Xero automatically |
| Scaling to more clients | Hours grow with every client | One login, one workspace per client |
Refer the client, or run it for them?
Both work, and a firm can do both. If you refer, the Finero Partner Program pays a revenue share on every client who becomes a customer, and the partner dashboard shows every client and their activity in one place. If you run it, your staff work inside each client’s workspace and Finero does the daily chasing. US CPA firms should check the AICPA Code of Professional Conduct and their state board’s rules before accepting a referral share; the adviser guide has the detail.
What should a firm charge clients for AR?
- A fixed monthly fee for the service, in line with how most CAS practices now bill.
- The software at cost, paid by the client on its own Finero plan.
- A one-off setup fee if you connect the client’s books and write the policy.
The guide to AR automation for fractional CFOs and accounting firms explains how CAS practices price this, scope the first 30 days, and pick the clients that fit. Plan details are on the pricing page.