Industry playbookTERP Accounting for Professional
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Professional with TERP Accounting

Industry Solutions

TERP Accounting for Professional

Improve controls, approvals, and reporting so professional teams can close faster.

Key metrics

Revenue visibilityAR agingExpense controlClose timeProfitability by service line
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Overview

What TERP Accounting helps you achieve

Improve reconciliations, approvals, and financial reporting so professional teams can move faster with better controls.

01

Cost centers for service-line profitability.

Improves financial controls with approval routing, reconciliations, and drill-down reporting.

02

Budgets and approvals for expense governance.

Improves financial controls with approval routing, reconciliations, and drill-down reporting.

03

Receivables visibility and ageing controls.

Improves financial controls with approval routing, reconciliations, and drill-down reporting.

04

Financial statements with drill-down views.

Improves financial controls with approval routing, reconciliations, and drill-down reporting.

Integrations

Bank exportsEmail/SMS notifications

Challenges

Common pain points we solve

Most professional teams struggle with visibility, controls, and reporting. Tessera brings those workflows together.

01

Time-to-invoice delays reduce cashflow and create receivables aging problems.

TERP Accounting tackles this with approval routing, reconciliation workflows, and cashflow visibility.

02

Project cost visibility is unclear until after delivery, making profitability hard to predict.

TERP Accounting tackles this with approval routing, reconciliation workflows, and cashflow visibility.

03

Expense approvals are informal, leading to uncontrolled spend across teams.

TERP Accounting tackles this with approval routing, reconciliation workflows, and cashflow visibility.

04

Multi-entity or multi-department financial consolidation is slow without structured reporting.

TERP Accounting tackles this with approval routing, reconciliation workflows, and cashflow visibility.

05

Audit readiness requires manual compilation of approvals and transaction history.

TERP Accounting tackles this with approval routing, reconciliation workflows, and cashflow visibility.

Workflows

Key workflows for Professional

These are the most common workflows professional organizations implement first for fast ROI.

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Client invoicing

Designed for faster close with approval routing, drill-down visibility, and exportable outputs.

AR tracking and collections

Designed for faster close with approval routing, drill-down visibility, and exportable outputs.

Expense approvals

Designed for faster close with approval routing, drill-down visibility, and exportable outputs.

Project P&L reporting

Designed for faster close with approval routing, drill-down visibility, and exportable outputs.

Multi-entity consolidation

Designed for faster close with approval routing, drill-down visibility, and exportable outputs.

Audit exports

Designed for faster close with approval routing, drill-down visibility, and exportable outputs.

Common use cases

Revenue and receivables tracking.
Expense approvals and spend governance.
Profitability reporting by service line.
Budget vs actual and variance reporting.
Audit-ready exports for compliance.

Capabilities

What you get with TERP Accounting

A practical feature set designed for professional teams, with controls and reporting built in.

01

Multi-company + multi-currency

Handle multiple entities, currencies, and reporting structures with clear controls.

02

Chart of accounts + cost centers

User-defined COA with cost/profit centers for departmental accountability.

03

AP/AR + ageing controls

Supplier/customer management, ageing, credit limits, and outstanding visibility.

04

Budgets + approvals

Spending controls with approval routing to reduce leakage and improve governance.

05

Bank reconciliation + exports

Reconcile faster and export/import transactions for integrations where needed.

06

VAT/statutory reporting

Generate VAT/statutory outputs and audit-ready reports with drill-down clarity.

07

Report builder

Design reports with filters, pivots, and role-based visibility for secure sharing.

08

Operational integrations

Connect inventory, purchasing, and POS so finance stays aligned with operations.

Reporting

Dashboards and insights

Get visibility that helps teams act faster: drill-down reporting, analysis views, and exportable outputs.

See it in a demo

Common dashboards & reports

Trial balance, P&L, balance sheet (with drill-down)
AP/AR ageing and outstanding analysis
Cost center P&L and profitability views
Budget vs actual and variance reports
Bank reconciliation outputs and exports
VAT/statutory and compliance reports

Built for teams

Secure reporting and controlled exports

Share the right view with the right people using role-based access. Export and schedule reports for finance, operations, and leadership.

Role-based visibilityDrill-down viewsExports (PDF/Excel)Scheduled sharing

Stories

What success looks like

Outcomes professional teams expect after implementing TERP Accounting workflows, approvals, and reporting.

Month-end close in days, not weeks

Month-end close in days, not weeks

Standard reconciliation workflows and AP approvals reduced manual effort and made the close process predictable every month.

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Cashflow visibility that changes decisions

Cashflow visibility that changes decisions

Leadership sees AR aging, outstanding balances, and cashflow in real time — not at the end of the month when it is too late.

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Audit-ready without the scramble

Audit-ready without the scramble

Approval logs, transaction history, and structured exports mean the finance team is always ready — no last-minute compilation.

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FAQ

Questions we hear from Professional teams

If you want, we can walk through your exact workflows in a short demo.

Yes. Billing workflows and invoice tracking reduce delays and improve collections.

Cost center reporting and drill-down views connect costs to service lines.

Yes. Approval routing and spend governance workflows are configurable.

Get started

Get a professional demo

We will map your workflows, recommend a rollout plan, and show the dashboards your team will use day-to-day.

In the demo

  • Reconciliation workflows and AP/AR controls
  • Budget approvals and financial dashboards
  • Implementation timeline + support plan
  • Module recommendations for your team

Industry page: /industries/professional-accounting