Accounting

Many professional service companies are involved with the management of client money. This may simply involve holding cash in an escrow account for a property transaction, to the management of an estate or a single investment portfolio, through to the full accounting of multiple client entities.

P2 provides professional service companies with an intuitive, multi-entity, multi-currency accounting package. P2 Accounting integrates with P2 Billing and can also be used to provide the professional service organisation with its own accounting solution. You can select a sub-set of CRM entities that you wish to hold accounting information for (Accounting Entities).