Clients keep their own records
They bill their time and send their invoices from Summarly, snap their receipts and import their statements. The income arrives as invoices, not bank lines to guess at, and nobody at the firm types anything in.
Questions where the numbers are
Ask about a payment or a missing receipt as a request. The client answers from the email, no password needed, and the thread stays with the transaction it is about.
Attention at a glance
One view across your whole book of business: what is matched, what is missing a receipt, what is waiting on a client, and what is ready for you to review.
A client portal, included
Every client gets a login of their own. It is the layer the big practice suites charge separately for, and for a small firm it is usually the reason they cannot justify one.
Priced per client
Add your firm's staff as you need them. Priced per client rather than per software seat, so bringing a junior in does not change the bill.