Bookkeeping software for professional services firms
Professional services bookkeeping software has to stay current while everyone bills their hours. Adopt brings in every bank and card transaction, suggests the category with the reason behind it and keeps each account reconciled.
How professional services firms handle this today.
Books come last. Client deadlines always win.
Team cards. Travel, meals and software charges arrive without context.
Contractors and retainers. Payments in and out follow no fixed pattern.
The office manager does it all. Bookkeeping is one job among many.
Bookkeeping for professional services, done in the background
Adopt prepares the work in the background. Your team reviews and approves it, and every approval stays on the record.
Connect your accounts
Link bank and card accounts, or upload statements. A statement uploaded twice is not added twice.
Suggested categories
Client receipts, contractor payments, travel and software each get a suggested account, with the reason shown.
Accept or change
Accept in bulk or one row at a time. Nothing is applied until you accept it.
Reconcile and report
Accounts reconcile to their statements, to the cent, and monthly statements are ready to review.
What changes for professional services firms
Minutes a week
Accept suggestions in bulk and look at the exceptions.
The same vendor, the same account
Write a rule once and the suggestion follows it.
Clean books at month end
Uncategorized items are counted and cleared before the period closes.
FAQs
It records and categorizes a firm’s receipts and expenses and keeps its accounts reconciled. Adopt prepares that work and you approve it.
No. Time tracking stays in the tool you use for delivery. Adopt keeps the books and bank reconciliations current.
Adopt suggests a category for each transaction and shows why. Nothing is applied until someone on your team accepts it.
Yes. You can start free and connect your first accounts without talking to sales.
More software for professional services firms
Bookkeeping software for other industries
Firm books, done in the background.
You approve every entry.
Start free and connect your first account. Adopt works on its own, so you do not need another accounting system to begin.
