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Teams submit a structured operational request with the information needed for review.
Industry playbookTERP Accounting for Professional
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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
OverviewBook a demo
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.
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.
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
Modules
Recommended Tessera modules
Start with accounting and approvals, then connect operations and sales workflows for better visibility.
TERP Accounting
Financial reporting, approvals, reconciliations, and cashflow visibility.
Learn moreAccounting & Finance
Reporting, controls, and financial visibility across teams.
Learn moreHR & Payroll
People operations, payroll workflows, and compliance support.
Learn morePoint Of Sale
Sales, stock updates, and branch performance visibility.
Learn moreWorkflow example
See how the work moves through Tessera
A practical example of how professional teams can connect requests, approvals, operations, and reporting.
Approve and process
Role-based controls route the transaction to the right people and retain its approval history.
Report
Operations and finance see the completed transaction in shared dashboards and exports.
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