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Reporting & Analytics

Look-forward & Month-end Close

Give leadership a trusted forward view of expected revenue and accelerate month-end close with readiness flags and automated exception checklists.

Computes expected NFI from approved-time summaries, scheduled billing events, and rate data. Surfaces a readiness and exception view at month-end so Finance can close faster without manually chasing status across teams and systems.

Works on
Placements & Onboarding
Platform
Bullhorn and Invenias
Complexity
Moderate
Firm type
All firms
Includes
An embedded app in your CRM

Every automation is adapted to your rules and run by our team.