Product Use Cases For Professional Services Pricing For CA / Partners Case Studies
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FOR PROFESSIONAL SERVICES FIRMS

The Client Profitability & Cash OS for Professional Services Firms.

See revenue, receivables and client profitability in one place. Invoicing, collections and cash flow built for how professional firms actually bill: monthly retainers, fixed fees and one-off assignments.

Free forever for 2 clients No credit card GST-ready invoicing built in
Collections ₹38.9L  ▲ 19%
Overdue ₹8.6L  11 invoices
Reconciled 96%  this month
Illustrative product preview · Fictional sample data
Good morning, Rohan 👋
Here's your client portfolio overview
This Month ▾
Total Revenue
₹64.2L
▲ 12% vs last month
Open Receivables
₹21.4L
Across active invoices
Collections
₹38.9L
▲ 19% vs last month
Overdue
₹8.6L
11 invoices
Client Revenue & Cash
ClientRevenueReceivedOutstandingStatus
Crescent Holdings₹18.6L₹15.2L₹3.4LOn track
Marlowe Trading Co₹14.3L₹9.1L₹5.2LReview
Bayview Estates₹9.8L₹3.0L₹6.8LAt risk
Tandem Healthcare₹7.4L₹6.2L₹1.2LOn track
Ridgeway Enterprises₹6.1L₹2.1L₹4.0LAt risk
Clients
21 active client relationships
All Clients ▾
Active Clients
21
+2 this quarter
Avg. Collection
29 days
Across paid invoices
Overdue Clients
3
Needs follow-up
Up for Renewal
4
Next 60 days
Client Directory
ClientEngagementsReceivableInvoice StatusRenewal
Crescent Holdings2 active₹3.4LMostly paidOn track
Marlowe Trading Co3 active₹5.2L1 overdueReview
Bayview Estates1 active₹6.8L2 overdueAt risk
Sales & Invoices
GST-ready invoicing and collection status
This Month ▾
Invoiced
₹64.2L
38 invoices
Collected
₹38.9L
▲ 19% vs last month
Outstanding
₹21.4L
Within terms
Overdue
₹8.6L
11 invoices
Recent Invoices
InvoiceClientAmountDueStatus
INV-1142Crescent Holdings₹5,40,00014 SepPaid
INV-1141Marlowe Trading Co₹3,20,00021 SepSent
INV-1138Bayview Estates₹4,10,00005 Aug55d overdue
Bank & Cash
Reconciled transactions across accounts
This Month ▾
Cash in Hand
₹31.8L
Across 2 accounts
Reconciled
96%
This month
Unmatched
4
Needs review
Inflows
₹38.9L
This month
Recent Bank Activity
DateDescriptionClientAmountStatus
18 SepNEFT CreditCrescent Holdings₹5,40,000Matched
15 SepUPI CreditTandem Healthcare₹1,20,000Matched
Reports
Client, revenue and receivables reporting
This Quarter ▾
Revenue Growth
▲ 14%
Quarter over quarter
Top Client Share
29%
Of total revenue
Avg. Days to Pay
29
Days
Scheduled Reports
3
Active
Report Library
ReportScopeFrequencyFormatStatus
Client ProfitabilityAll clientsMonthlyPDFScheduled
Receivables AgeingAll clientsWeeklyExcelScheduled
01 Built for retainer & fixed-fee billing Designed for firms invoicing multiple clients across retainers, fixed fees and one-off assignments.
02 GST-ready invoicing by default Every invoice generated is GST-compliant, with e-Invoicing support where applicable. No separate software needed.
03 Your data stays yours Your financial data stays private to your organisation, with role-based access for your own team.
Common challenges 00 / 06

Running finance for a professional services firm is harder than it should be.

Many clients, different fee arrangements, and a clear view of cash that only arrives after the books are closed.

Keep scrolling
01

Fees billed in different ways

Retainers, fixed fees and one-off assignments all need different tracking in the same firm.

02

Delayed client payments

Clients often pay well after the invoice date, straining cash flow between billing runs.

03

Manual invoice tracking

Spreadsheets and email threads make it easy to lose track of what has been billed and what is outstanding.

04

Unclear client profitability

Knowing which clients are worth the time means pulling data from invoices, ledgers and spreadsheets.

05

Out-of-pocket expenses

Expenses incurred on client work are easy to lose track of between teams and months.

06

No real-time visibility

Partners often find out about collection problems only when the books are closed.

The MoneyGence solution

One Financial Platform for Your Entire Firm.

MoneyGence brings every client's financial information together, from first invoice to final collection, so nothing is scattered across spreadsheets and inboxes.

  1. 01ClientsEvery account in one place
  2. 02Contracts & EngagementsRetainer, fixed-fee or T&M
  3. 03InvoicesGST-ready, raised on time
  4. 04ReceivablesWhat's due, what's overdue
  5. 05RevenueCollected, by client
  6. 06ProfitabilityWhere you actually earn
Client & engagement visibility

Know exactly where every client stands.

Every client account in MoneyGence rolls up its own engagements, invoices, payments and outstanding balance, so you can see, client by client, what's billed, what's collected and what's still at risk.

Every client with its engagements, invoices and payments
Contract and renewal tracking per client
Outstanding amounts flagged automatically
Bayview Estates ₹6.8L  at risk
Illustrative product preview · Fictional sample data
Clients
21 active client relationships
All Clients ▾
Active Clients
21
+2 this quarter
Avg. Collection
29 days
Across paid invoices
Overdue Clients
3
Needs follow-up
Up for Renewal
4
Next 60 days
Client Directory
ClientEngagementsOutstandingInvoice StatusStatus
Crescent Holdings2 active₹3.4LMostly paidOn track
Marlowe Trading Co3 active₹5.2L1 overdueReview
Bayview Estates1 active₹6.8L2 overdueAt risk
Tandem Healthcare2 active₹1.2LWithin termsOn track
Invoicing & receivables

Get Paid Faster. Stay on Top of Receivables.

GST-ready invoices, client-wise billing and a clear view of what's due, so cash-flow awareness doesn't depend on chasing your inbox.

Invoiced
₹64.2L
Due
₹21.4L
Received
₹38.9L
Invoice status visible by client, not buried in email threads
Payment reminders for outstanding and overdue invoices
Bank reconciliation matches payments to invoices automatically
Client Profitability & Cash, This Quarter
Crescent Holdings
On track
Revenue₹18.6LReceived₹15.2LOutstanding₹3.4L
Marlowe Trading Co
Review
Revenue₹14.3LReceived₹9.1LOutstanding₹5.2L
Bayview Estates
At risk
Revenue₹9.8LReceived₹3.0LOutstanding₹6.8L
Tandem Healthcare
On track
Revenue₹7.4LReceived₹6.2LOutstanding₹1.2L
Revenue billedReceivedIllustrative sample data
Revenue & profitability

See which clients are actually driving your business.

Instead of one combined revenue number, MoneyGence breaks revenue, collections and outstanding balance down by client, so you can see where your business is genuinely making money, and where it isn't.

Revenue and collection trends over time
Client-ranked revenue and outstanding balance
Scheduled reports delivered on your own cadence
Why professional services firms choose MoneyGence

Built for how service businesses actually run their finances.

Centralised financial visibility, by client
ClientsContractsInvoicesReceivablesRevenueProfitability

Every client's revenue, invoices, receivables and payments live in one place instead of scattered across spreadsheets, accounting software and email.

01
One view of every client

Billed, received and outstanding amounts for each client, in one place.

02
Invoices raised and followed to payment

GST-ready invoicing, payment reminders and bank reconciliation work together.

03
Expenses with a clear approval flow

Finance Inbox keeps reimbursements, advances and vendor bills moving through approvals.

04
Reports that arrive on schedule

Schedule client and revenue reports so partners see the same numbers every month.

How it works

From scattered spreadsheets to one clear system.

STEP 01Connect your financial data

Set up your organisation and import existing client data from Tally if you have it.

STEP 02Organise clients & contracts

Add your clients and their engagements: retainer, fixed-fee or one-off assignment.

STEP 03Track invoices & receivables

Raise GST-ready invoices and see what's outstanding, by client, in real time.

STEP 04Monitor revenue & profitability

See revenue, collections and outstanding balance ranked by client.

STEP 05Make better decisions

Use scheduled reports and real-time visibility to act before problems compound.

Product showcase

See Your Business Financials Clearly.

One workspace for revenue, receivables, invoices, clients and reports. Click a tab to explore.

Paid INV-1142  ₹5,40,000
INV-1138 55d overdue
Illustrative product preview · Fictional sample data
Good morning, Rohan 👋
Here's your client portfolio overview
This Month ▾
Total Revenue
₹64.2L
▲ 12% vs last month
Open Receivables
₹21.4L
Across active invoices
Collections
₹38.9L
▲ 19% vs last month
Overdue
₹8.6L
11 invoices
Client Revenue & Cash
ClientRevenueReceivedOutstandingStatus
Crescent Holdings₹18.6L₹15.2L₹3.4LOn track
Marlowe Trading Co₹14.3L₹9.1L₹5.2LReview
Bayview Estates₹9.8L₹3.0L₹6.8LAt risk
Clients
21 active client relationships
All Clients ▾
Client Directory
ClientEngagementsReceivableInvoice StatusRenewal
Crescent Holdings2 active₹3.4LMostly paidOn track
Marlowe Trading Co3 active₹5.2L1 overdueReview
Tandem Healthcare2 active₹1.2LWithin termsOn track
Sales & Invoices
GST-ready invoicing and collection status
This Month ▾
Recent Invoices
InvoiceClientAmountDueStatus
INV-1142Crescent Holdings₹5,40,00014 SepPaid
INV-1141Marlowe Trading Co₹3,20,00021 SepSent
INV-1138Bayview Estates₹4,10,00005 Aug55d overdue
Receivables
Outstanding amounts by client
All Clients ▾
Outstanding by Client
ClientOutstandingOldest DueDays OverdueStatus
Bayview Estates₹6.8L05 Aug55At risk
Marlowe Trading Co₹5.2L21 Sep4Review
Crescent Holdings₹3.4L28 Sep0On track
Reports
Client, revenue and receivables reporting
This Quarter ▾
Report Library
ReportScopeFrequencyFormatStatus
Client ProfitabilityAll clientsMonthlyPDFScheduled
Receivables AgeingAll clientsWeeklyExcelScheduled
Use cases

Built for every kind of professional practice.

01Legal & Advisory Firms

Track retainers and fixed fees across many clients in one view.

02Architecture & Planning Practices

Follow stage-wise fees and outstanding balances client by client.

03Compliance & Corporate Advisory

Keep recurring client billing and renewal timelines visible.

04Financial & Wealth Advisory

See which clients are paid up and which have invoices outstanding.

05Training & Corporate Services

Manage retainers and one-off engagements side by side.

06Multi-Partner Practices

Give every partner the same view of client revenue and receivables.

Frequently asked questions

Questions professional services firms ask about MoneyGence.

Clear answers about clients, invoicing, receivables and what MoneyGence actually does.

Can MoneyGence handle retainers and one-off assignments together?
Yes. MoneyGence supports Retainer, Contractor, Project and One-Time client types, so a firm can see all of them in one dashboard while tracking each client's invoices and receivables separately.
Can I track outstanding invoices and receivables?
Yes. The dashboard shows outstanding receivables by client and by invoice, including overdue amounts, so you always know what has been billed and what is still pending.
Can I see which clients are most profitable?
Yes. MoneyGence's client revenue and cash view ranks clients by revenue, collections and outstanding balance so you can see where your firm is actually making money.
Can I send payment reminders for unpaid invoices?
Yes. MoneyGence supports payment reminders for outstanding and overdue invoices, so follow-ups don't depend on someone remembering.
Can I import my existing financial data from Tally?
Yes. MoneyGence supports importing your existing client ledger data from Tally exports (CSV or XLSX), so you don't have to start from a blank slate.
Does MoneyGence replace my CA or accounting workflow?
No. MoneyGence is a financial visibility and workflow layer for your firm. It does not replace your CA's professional advice, statutory filings or audit responsibilities.
Is invoicing GST-compliant for professional services?
Yes. Invoices generated in MoneyGence are GST-ready by default, including support for e-Invoicing (IRN generation) where applicable.

Bring Clarity to Your Firm's Finances.

See every client's revenue, receivables and profitability in one place. Free forever for your first 2 clients.

Book a Demo

See how MoneyGence tracks clients, invoices, receivables and profitability for professional services firms. Pick a good time and our team will walk you through it.

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