Advance Desk
SmallProfessional Services · Consultants, legal and accounting firms
Track retainer/advance balances and top up before they run out; end working-on-credit risk.
Built in this build
- Advance balance tracking
- Drawdown log
- Advance policy
- Minimum balance threshold
- Predicts depletion date from burn rate
- Top-up request draft when below threshold
- Remaining advance by client
Vision (needs external services)
- Top-up alert before depletion
- Payment link sharing
The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.
Customer features
- Advance balance tracking
- Drawdown log
- Top-up alert before depletion
Admin modules
- Advance policy
- Minimum balance threshold
AI capabilities
- Predicts depletion date from burn rate
Automations
- Top-up request draft when below threshold
Analytics & reports
- Remaining advance by client
Integrations
- Payment link sharing
Mobile
- View balance on phone
Roles & permissions
- Partner
- Finance
Professional Services →
Time Bill
Time tracking and billing for consultants.
Milestone Pay
Tie work to milestones and invoice on time; late billing drains cash flow.
Sub Desk
Assign subcontractors and freelancers, track their pay; end payment chaos.
COI Vault
Collect vendor insurance and compliance certificates; expired paperwork is a liability.
Describe what your business needs — DevAny does the rest
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