Onboard Faster. Manage Better. Grow Strategically.

Professionalize your client lifecycle with automated engagement letters, unified entity profiles, and real-time relationship health tracking. Stop managing relationships in your inbox.

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The Problem & Consequence

The Problem (Status Quo)

The Consequence

The Fintura Solution

Scattered client info.

Wasted time finding basics; embarrassing gaps in meetings.

Unified Client Profile with all entity data in one place.

Unclear engagement terms.

Scope creep, billing disputes, and relationship strain.

Expert Engagement Templates with e-signature tracking.

No relationship visibility.

Reactive firefighting instead of proactive management.

Activity Timeline showing tasks, time, and docs per client.

Slow manual onboarding.

Delayed revenue and a poor first impression for clients.

Structured Onboarding Workflows and templated docs.

How It Works

Add Client

Create a profile with company details and contacts. Import directly from CIPC to ensure data accuracy.

Create Engagement

Generate professional engagement letters from templates. Define precise scope, fees, and terms in seconds.

Get Signed

Send for e-signature. Track views, opens, and signatures in real-time to prevent onboarding delays.

Manage Work

Link tasks, CIPC deadlines, and time entries directly to the client profile for total context.

Renew & Grow

Automatically track engagement end dates. Renew with one click or easily expand services as the client grows.

Core Capabilities

Unified Client 360

Comprehensive entity information and multiple contact persons.

Entity type and registration detail tracking (CIPC Sync).

Activity timeline showing every interaction, document, and task.

Expert Engagement Management

Rich Text Editor: Fully customizable engagement letter templates.

Fee schedules and retainer management for consistent billing.

Multi-service engagement packs (e.g., Accounting + Secretarial).

Team Collaboration & Handoffs

Assign specific team members or partners to client accounts.

Internal notes and mentions for seamless team handoffs.

Full audit trail of all changes to client or engagement records.

Persona Benefits

The Practice Owner

"See the health of your entire portfolio at a glance. Identify at-risk accounts and scope creep before they hit your bottom line".

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The Client Manager

"Own the entire lifecycle. From the first signature to the final renewal, you have everything you need in one view".

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The Team Member

"Get full client context instantly. Know the filing history and the terms of the engagement before every meeting".

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Feature-Specific Pricing

Essentials

Basic Organization

R299 /user/mo

Client Management

Task Management

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Pro

Revenue Capture

R499 /user/mo

Time Tracking

Billing

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Stop Chasing Contracts. Start Building Relationships.

Move from prospect to signed client in 24 hours. Join the practices modernizing their client management.

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14 Day Free Trial

No credit card required

Unlimited client profiles

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Onboard Faster. Manage Better. Grow Strategically.

The Problem & Consequence

How It Works

Core Capabilities

Unified Client 360

Expert Engagement Management

Team Collaboration & Handoffs

Persona Benefits

The Practice Owner

The Client Manager

The Team Member

Feature-Specific Pricing

Stop Chasing Contracts. Start Building Relationships.

Get FREE Access