• VTP Altitude, Wakad, Pune, Maharashtra 411033, India

Consultants reviewing a client engagement on a laptop

Professional Services

FinixSoft builds practice management systems, client portals and billing platforms for consulting, legal, accounting and advisory firms. We design around how your partners actually bill time and serve clients, not a generic project template.

Every engagement starts by mapping how work moves through your firm — intake, matter or project tracking, time capture, approvals and invoicing — so the system fits the way your teams already operate.

From client-facing portals that cut down status-update emails to internal tools that make time tracking painless, we hand off software your staff will use without a training deck.

Matter & project tracking

Visibility into every engagement’s status, budget and deadlines in one place.

Confidential document handling

Client files and case materials access-controlled and audit-logged.

Our benefits

Working with a team that understands billable-hour economics and client confidentiality means fewer surprises when a system goes live.

  • Fixed-scope pricing agreed before work begins

  • Confidentiality and access controls built in from day one

  • Full documentation and admin access handed over at project close

Can you integrate with our existing practice management software?

Yes. We commonly build around platforms firms already run, adding portals, automation or reporting rather than forcing a replacement.

How do you handle client confidentiality during development?

We use access-controlled environments and de-identified sample data in every non-production environment, so real client files stay out of test systems.

Do you build for solo practices as well as larger firms?

Both. We scope engagements to match the size of the practice, from a single-partner firm to a multi-office operation.

How is a professional services project scoped and priced?

We agree on scope, timeline and a fixed price before work begins, based on your practice size, integrations and client-portal requirements, so there are no surprises halfway through.

What happens after launch — do you provide ongoing support?

Yes. The same engineers who built your system stay on for monitoring, patching and support, so a busy billing cycle never catches you without help.

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    Less time spent on manual billing

    After automating time & billing workflows for recent clients.

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    .9%

    Portal uptime

    Client-facing portals your firm can depend on every business day.

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    wks

    Average time to launch

    From kickoff to a working client portal, on recent engagements.

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    Firms supported

    From solo practices to multi-office professional services firms.

How we build it

Our professional services build process

1. Discover & Scope

We map your billing workflows, practice management tools and client-facing needs before a line of code gets written.

2. Architect

Client confidentiality and access controls get designed in from the start, so sensitive data stays sensitive.

3. Build in Sprints

Senior engineers ship in short, demoable sprints so you see real progress on your portal every week.

4. Test & Harden

Automated tests and a security pass happen before anything reaches your clients.

5. Launch & Support

We deploy, document and stay on for support — the same engineers who built it, not a new team.

Ready to talk about your project?

Tell us what you're building — we'll reply with next steps within one business day.

Get in touch
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    Years of experience

    Building and supporting business-critical software.

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    Projects delivered

    Across web, mobile, cloud and data platforms.

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    Client retention

    Most clients stay on for ongoing support and new work.

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    Specialists on staff

    Engineers, designers and analysts under one roof.