Accounts receivable software to manage multiple clients has to do two things a single-company tool never needs to: keep every client’s customers, invoices and cash strictly apart, and let one team move between clients without a login per system. 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.
What makes multi-client AR different?
Each client company has its own ledger, payment provider, customers and rules, and your team is measured on all of them at once. Without software built for it, every new client adds a login, a process and a share of the team’s day, and the routine chasing crowds out the accounts that need a person.
How does Finero keep each client 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 across your client companies
One workspace per client company
Each client invites your team into its own workspace, so the client decides who has access.
Connect each client's stack
Their own QuickBooks Online, Xero or ERP, and their own payment provider. Money settles to the client directly.
Set a policy per client
Cadence, escalation rules and the accounts your team handles personally.
Fin works the routine volume
Every open invoice chased, routine replies answered, a card and ACH payment link on every invoice.
Your team works the exceptions
Disputes and difficult accounts come to your team with the history attached, for every client.
See every client in one dashboard
The partner dashboard shows every client's activity, so the team knows where to spend the day.
A login per client, or Finero across your clients?
| A login and a process per client | Finero across your clients | |
|---|---|---|
| Logins | One per client system | One login; switch from the sidebar |
| Routine chasing and replies | Your team, for every client | Fin, for every client |
| Your team's time | The full volume | Disputes and exceptions |
| Data separation | Depends on each tool | One workspace per client; access checked on every request |
| Adding a client | More hours | A new workspace; live the same day on QuickBooks or Xero |
Which systems do your clients need?
Clients on QuickBooks Online or Xero use Core, which connects in minutes and goes live the same day, with payments written back automatically. Clients on NetSuite, Oracle Fusion, SAP S/4HANA, Sage or Dynamics 365 use Scale, which adds email, SMS and chat chasing and multiple payment providers, with custom implementations in 1 to 2 weeks. See pricing for what each plan includes, and security for how client data is protected.