ACCOUNTING MANAGEMENT SOFTWARE

Your Entire Accounting Firm In One Tool

Increase visibility and control in your accounting practice

Centralize client work and streamline processes

Real-time reporting that enables smarter decision-making

Accounting Firms Trust Productive To Run Their Operations

Where Accountants Are Losing Time

Scattered Communication

Struggling to consolidate client requests and demands from multiple channels?

Too Much Busywork

Late with follow-ups or forgotten tasks? Busy spending time on repetitive work?

No Cross-Company Visibility

No insight into what’s happening with your revenue and profitability?

Grow Your Accounting Firm With Productive

TRACK TIME ACCURATELY

Time Tracking & Billable Hours

  • Multiple ways of tracking time
  • Log time to track both budget spend and profit in real time
  • Quickly approve time entries or request changes

CLIENT COLLABORATION

Working With Clients, Made Seamless

  • A simple client onboarding process and collaboration at no extra cost
  • Set up live custom dashboards for clients
  • Tailor client permissions by choosing what clients can see in Productive

SALES PIPELINE & CRM

Track Communications With Clients & Prospects

  • Forward your emails to sales deals to ensure all communication is in one place
  • Reassign prospects to different team members and set TODOs as reminders to follow up on deals
  • Build estimates by importing your default or client specific rate cards and export proposals as PDFs

POWERFUL FINANCIAL MANAGEMENT

Check Your Accounting Practice Financials in Real Time

  • Monitor your revenue, costs, profit, average rate, and hours worked
  • Prevent budget overruns with automated warnings
  • Run every project as a separate cost centre

AUTOMATED WORKFLOWS

Workflows, Without the Work

  • Cut manual work and focus on delivering value to clients
  • Define actions that happen automatically, like creating invoices
  • Set up reminders for budget overruns or project updates

What Will Your Next Doc Be?

Optimize Operations With Productive

Free 14-day trial. Cancel anytime.

Integrate Tools and Reduce Manual Work

Integrate with the rest of your business tools like Xero, JIRA, Slack, or QuickBooks and deliver projects faster.

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Xero
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Slack
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Quickbooks
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Hubspot
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Google Cal
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Zapier
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Exact
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Visma
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Fortnox
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Twinfield
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CPP
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Sage
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BreatheHR
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BambooHR
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CharlieHR
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Personio
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Rippling
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HiBob

Frequently Asked Questions

Haven’t found what you’re looking for?

Operational Excellence Starts With Productive