Turn Your Data Into Decisions. Manage Your Practice by the Numbers.

Gain 20/20 visibility into WIP aging, team utilization, and client profitability. Stop guessing where your margins are and start growing with Fintura's Expert Analytics Suite.

The Problem & Consequence

The Problem (Status Quo)
The Consequence
The Fintura Solution
01
No visibility into aged WIP.
Cash flow surprises and massive write-offs.

WIP Aging Reports with automated alerts.

02
Utilization rates are a mystery.
Profit erosion due to over/understaffing.

Real-time Utilization by team member.

03
Unprofitable "Legacy" clients.
Subsidizing bad clients with your best ones.

Realization Rate reports per client.

04
Sporadic timesheet compliance.
Inaccurate billing and internal friction.

Compliance Reports with automated follow-ups.

How It Works

01
Select
Choose from 15+ purpose-built reports designed specifically for South African accounting practices.
02
Filter & Drill
Narrow your focus by date, client, team member, or fee type. Drill down from a high-level chart to a specific time entry.
03
Compare
Enable period-over-period comparisons to spot trends and potential revenue leaks before they grow.
04
Export
Share insights with partners or clients instantly. Export high-fidelity PDFs or raw Excel data with one click.
05
Schedule
Set up automated reports delivered directly to your inbox every Monday morning.

Core Capabilities

Financial & WIP Intelligence

WIP Aging Report (by period, client, and team).

Billable vs. Non-Billable analysis to identify "Admin Overload".

Write-off summaries and Retainer Utilization tracking.

Team & Productivity Metrics

Real-time Utilization Rate reports per staff member.

Timesheet Compliance tracking to ensure data integrity.

Task completion rates and overdue task analysis.

Strategic Client Insights

Client Profitability Matrix: See who is actually growing your firm.

Client Activity Summaries and Engagement status overviews.

Full drill-down capabilities to source transaction data.

Persona Benefits

Partners & Owners

"Go into partner meetings with real data, not guesses. Know exactly which services and clients are driving your growth".
The Practice Owner

Practice Managers

"Monitor team performance fairly and objectively. Identify training needs and celebrate high-utilization wins".

Finance Leaders

"Maintain total WIP control across multiple entities. Minimize write-offs and optimize cash flow cycles".

Feature-Specific Pricing

Essentials
Core Organization
R299 /user/mo
Dashboard
Tasks
Pro
Revenue Capture
R499 /user/mo
Time Tracking
Billing

Run Your Practice with 20/20 Vision.

Stop guessing your margins. Start measuring your success. Your 14-day Expert trial starts now.
14 Day Free Trial
15+ Practice Reports
PDF & Excel Export
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