Professional Services
Payments for firms that bill time, retainers, and project fees.
Consultancies, agencies, and professional firms need payment operations that fit hourly billing, retainers, and project-based invoicing without eating margin.
Industry payment challenges
- Card fees on large invoices eating margin.
- Retainer replenishment handled manually.
- Multiple entities/branches with fragmented reporting.
- Late-paying clients with no clean nudge workflow.
Relevant services
Bank-to-bank payments that lower cost and unlock recurring revenue.
Learn moreLine-by-line statement work that removes real cost — not marketing math.
Learn morePayments wired into the systems that already run your business.
Learn moreSubscription and installment billing that does not silently break.
Learn moreCommon software integrations
Payments that post themselves into your books.
Learn morePayments tied to the customer record, not to a stand-alone terminal.
Learn morePayment acceptance connected to the ERP where finance actually lives.
Learn moreRecommended payment methods
- • ACH for large invoices
- • Cards for smaller invoices
- • Recurring retainers
Reporting needs
- • AR aging and time-to-pay.
- • Retainer balance tracking.
- • Client-level payment history.
Security considerations
- Tokenized retainers on file.
- ACH authorization compliance.
- Role-based access for finance staff.
Implementation Process
- 1
AR Flow Review
We map how invoices become cash today.
- 2
Enable ACH
Large invoices shift to ACH with proper authorization.
- 3
Automate Retainers
Retainer replenishment moves to tokenized recurring.
Related case studies
All case studies →AR days cut, fees on retainers dropped 60%.
Frequently asked questions
Do you touch our accounting?+
Only through integration. The system of record stays yours.
Retainer trust separation?+
Yes — for firms that need to keep trust and operating separate.
International clients?+
Yes. Multi-currency and cross-border ACH options supported.
Client portal?+
Yes, with saved payment methods and self-service.
Talk to an industry specialist
Tell us about your setup — we'll return honest, industry-specific recommendations.
Ready to see what your setup could look like?
Book a working session focused on professional services. Clear recommendations, no obligation.
- • 150+ software platforms reviewed
- • 1,500+ merchant environments evaluated
- • Under 24-hour average response time
- • 7–14 business day onboarding