USE CASE

Financial & Accounting Services Firms

Core pain we solve

“Managing recurring client portfolios manually is hurting our internal performance.”

WHERE WE COME INTO THE PICTURE

What LEAP enables

Recurring Portfolio Management

Organize and track recurring client services and annual projects with ease.

Projects

Client Profitability Tracking

Log time spent per account to identify which clients are most efficient.

Timesheets

Internal Performance Insights

Use high-level financial dashboards to monitor your firm's operational health.

Business Plan

Predictive Recurring Revenue

Forecast your income by analyzing your long-term service contracts.

Forecasts

Automated Billing Cycles

Eliminate manual work by automating your monthly or quarterly invoicing cycles.

Invoices

TESTIMONIALS

What users said

How LEAP helped businesses sharing the same use cases.

"Managing our client portfolios as recurring projects has allowed us to scale our firm without increasing administrative overhead."
Beatrice
Firm Partner
"The financial dashboards give us a real-time view of our internal performance that we simply couldn't get from our old spreadsheets."
Alex
Senior Accountant
"Managing our client portfolios as recurring projects has allowed us to scale our firm without increasing administrative overhead."
Beatrice
Firm Partner
"The financial dashboards give us a real-time view of our internal performance that we simply couldn't get from our old spreadsheets."
Alex
Senior Accountant
"Managing our client portfolios as recurring projects has allowed us to scale our firm without increasing administrative overhead."
Beatrice
Firm Partner
"The financial dashboards give us a real-time view of our internal performance that we simply couldn't get from our old spreadsheets."
Alex
Senior Accountant
"Managing our client portfolios as recurring projects has allowed us to scale our firm without increasing administrative overhead."
Beatrice
Firm Partner
"The financial dashboards give us a real-time view of our internal performance that we simply couldn't get from our old spreadsheets."
Alex
Senior Accountant

⭐️

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FAQ

Frequently asked questions

Answers to common questions regarding the use case.

How do we manage recurring monthly client work?

Can we see which clients are the most profitable?

How do we forecast our recurring revenue?

Can we automate our billing cycles?

How do we track our firm's internal performance?

Core pain we solve

“Managing recurring client portfolios manually is hurting our internal performance.”

What LEAP enables

Recurring Portfolio Management

Client Profitability Tracking

Internal Performance Insights

Predictive Recurring Revenue

Automated Billing Cycles

What users said

"Managing our client portfolios as recurring projects has allowed us to scale our firm without increasing administrative overhead."

Beatrice

"The financial dashboards give us a real-time view of our internal performance that we simply couldn't get from our old spreadsheets."

Alex

"Managing our client portfolios as recurring projects has allowed us to scale our firm without increasing administrative overhead."

Beatrice

"The financial dashboards give us a real-time view of our internal performance that we simply couldn't get from our old spreadsheets."

Alex

"Managing our client portfolios as recurring projects has allowed us to scale our firm without increasing administrative overhead."

Beatrice

"The financial dashboards give us a real-time view of our internal performance that we simply couldn't get from our old spreadsheets."

Alex

"Managing our client portfolios as recurring projects has allowed us to scale our firm without increasing administrative overhead."

Beatrice

"The financial dashboards give us a real-time view of our internal performance that we simply couldn't get from our old spreadsheets."

Alex

Frequently asked questions