Fee Folio

Small
Accounting · Accountant, clients

Firm fees: monthly billing and collections tracking.

Coding Ideas

Built in this build

  • Monthly fee per client
  • Payment status and history
  • Receipt upload
  • Tariffs and custom pricing
  • Overdue list
  • Settings

Vision (needs external services)

  • Payment due reminder
  • Monthly collection rate
  • Email
  • PDF statement

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

  • Monthly fee per client
  • Payment status and history
  • Receipt upload

Admin modules

  • Tariffs and custom pricing
  • Overdue list
  • Settings

AI capabilities

  • Polite collection message draft

Automations

  • Payment due reminder

Analytics & reports

  • Monthly collection rate

Integrations

  • Email
  • PDF statement

Mobile

  • Client mobile balance

Roles & permissions

  • Accountant
  • Client

Accounting

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