Team Management
Run the practice as one team. Who serves which client, who reports to whom, who has capacity this month, and the work only one person can do.
Everyone holds a piece of the firm. Nobody sees all of it.
The knowledge sits in individual heads and individual inboxes. It works right up until someone is away, and then the practice finds out what it never wrote down.
Nine clients, one point of contact
If they are away, nobody else can answer for them.
Overloaded, with no signal to the firm
It surfaces only when a deadline slips.
The only person who can do transfer pricing
Away until 23-Oct-2026, with nobody to cover.
Free capacity nobody can see
Work is allocated from memory, so it never reaches them.
Every tool a practice needs to run as one team
FinPera holds the people, the structure and the workload in one record, so the answer to "who is on this, and can they take more?" is already on screen.
Every member, in one directory
Role, reporting line, the clients they serve and whether they have room, readable by the whole practice.
Assign work to a team, not a person
Group the practice by service line, then staff, message and report on the group. Cover stays with the team when one person is away.
One working calendar
Weekends, firm holidays and booked leave in one place, so a deadline is never set on a day nobody is in.
Every engagement follows the exact SOP
Build the steps once, apply them to any client, and assign each one to a person. Progress is visible to the whole team, so a handover does not start from scratch.
Time logged, not estimated
Captured against clients & engagements as the work happens, not reconstructed at month end.
Everything a partner needs to run the team
Four views of the same team, each answering a question you ask every week.
Conversations stay with the work
Direct messages and group threads sit inside FinPera, beside the client they concern. The thread belongs to the firm rather than to a personal messaging account, so it is still there when the person is not.
See the workload before you add to it
Every open task by team member, and the same board grouped by client. You can see who is at capacity and who has room before you assign anything.
The same board groups by client, so you can read it either way.
Staff from the record, not from memory
Utilisation is built from time actually logged, open tasks show current commitments, and approved leave is visible before you allocate. Describe an engagement and get a ranked shortlist of who fits.
Utilisation is shown to partners and to each person about themselves. Nobody else sees it.
Everyone sees what their role requires
Set every module to none, view or edit for each team member. Suspend an account, reset a password or sign someone out of all devices, and each action is recorded.
Rights are set per module, per person, at invite time or any time after.
Run the practice as one team.
Join the firms who know who is on every client, who has room this week, and what happens when someone is away.