Banking workspace
Identify the banking workflow to review.
Keep banking work within reach.
Access the platform’s banking area alongside billing, accounting and debtor management.
Finance navigation
Confirm records against the appropriate source.
Connected operational environment
Escalate exceptions to the responsible finance person.
What you can try
- Load a fictional statement and inspect its transactions.
- Add a manual sample transaction.
- Review unreconciled receipts.
- Mark a sample receipt reconciled and revisit the totals.
How the information fits together
Information used
Transaction description, date, amount, account and client reference.
Result
A visible reconciliation state for each sample transaction.
No bank connection, statement OCR or automatic allocation runs in the tour. No money is moved.
Suggested practice workflow
Put banking into context.
Use these steps as a discussion starter for your firm’s own operating process. Configuration and availability should be confirmed during evaluation.
- 1
Identify the banking workflow to review.
- 2
Confirm records against the appropriate source.
- 3
Escalate exceptions to the responsible finance person.
Make your demo count
Questions worth asking.
Go beyond the overview and confirm the details that matter to your practice.
Are bank feeds, imports or manual entry supported?
How are reconciliation and payment permissions handled?
Related modules
Billing
Access billing within the practice platform instead of treating it as a disconnected administrative task.
Explore moduleAccounting
An accounting workspace sits alongside the operational modules, giving finance teams a clear entry point for their work.
Explore moduleDebtors
Manage collection records for debtors associated with instructing clients, separately from the firm’s own fee invoices.
Explore module