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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
Ask AI To Write It
Speed up your work with the help of AI.
Company Policy
Document your know-how and ensure easy onboarding and practice management
Code of Conduct
Guides for following relevant tax laws, regulations, and best practices.
Meeting Minutes
Multiple teammates can write, edit, comment and mention, in real time.
Drafts, Briefs and Notes
Save time by using custom-made or prebuilt drafts for recurring work.
kate higham
Managing Director
Born Social
NIKA SERDONER
PROJECT MANAGER
ENKI
Optimize Operations With Productive
Integrate Tools and Reduce Manual Work
Integrate with the rest of your business tools like Xero, JIRA, Slack, or QuickBooks.
Slack
QuickBooks
Hubspot
Google Cal
Zapier
Xero
Sage
ExactSlackQuickBooksHubspotGoogle Cal
Visma
Fortnox
Twinfield
CPP
BreatheHR
BambooHR
CharlieHR
Personio
Rippling
HiBobVismaFortnoxTwinfieldHow does Productive handle compliance and financial reporting requirements?
Productive offers profitability tracking at both the client and project levels, helping you identify your most valuable accounts.
Can Productive handle recurring billing or retainer agreements?
Yes, Productive supports recurring invoicing and tracks retainer usage in real time.
What integrations are available for accounting software like QuickBooks or Xero?
Productive integrates seamlessly with QuickBooks and Xero, enabling smooth data transfer and financial reporting.
Can Productive help track billable hours across multiple projects and clients?
Yes, Productive supports recurring invoicing and tracks retainer usage in real time.
Can I restrict access to sensitive client information?
You can use the Permission Builder to define what each teammate will have access to. Fully customizable permissions protect your sensitive business data, while providing teammates with access only to the data they need for work.
