Fee Folio
SmallAccounting · Accountant, clients
Firm fees: monthly billing and collections tracking.
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
- 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
- PDF statement
Mobile
- Client mobile balance
Roles & permissions
- Accountant
- Client
Accounting →
SGK Desk
Track SGK hire/exit filings and deadlines to dodge administrative fines.
Doc Drawer
Financial document archive: POAs, signatory circulars, contracts, expiry alerts.
Receipt River
Receipt/invoice collection: clients snap, AI extracts the data.
Deadline Desk
Tax filing calendar: never miss a deadline.
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