FeeSynergy is an Accounts Receivable automation, payment gateway, and fee funding platform built specifically for accounting and legal practices across Australia and New Zealand. The platform centralizes client billing, automates invoice collection workflows, provides integrated digital payment processing, and offers client fee financing to accelerate firm cash flow and reduce debtor days.

Key Capabilities

Automated Debtor Management (FeeSynergy Collect): Executes customized communication schedules via email and SMS reminders based on configurable practice business rules, tracking open balances and overdue statements in real time.
Integrated Payment Gateway: Embeds a payment processing widget into firm websites and invoice links, enabling clients to view all outstanding invoices simultaneously and settle balances using credit cards, debit cards, EFT, BPAY, or PayID.
Integrated Fee Funding (Fee Finance): Allows clients to spread invoice payments over 3- to 12-month installment plans via automated direct debit, while FeeSynergy settles 100% of the invoice value directly to the practice upfront.
BECS-Compliant Direct Debits: Automates recurring direct debit collections from client bank accounts or payment cards, including digital Direct Debit Request (DDR) agreement execution and automatic failed-payment redraw alerts.
Engagement Letters & Compliance Modules: Integrates engagement letter generation, proposal workflows, digital signature collection, and client identification checks aligned with Tax Practitioners Board (TPB) and Anti-Money Laundering (AML) regulations.

Audience & Use Cases

Audience: Managing Partners, Practice Managers, Finance Directors, and Credit Control Teams at accounting and legal firms.
Use Case: Automating aged debtor follow-ups, offering flexible client fee financing for major advisory engagements, facilitating online retainer payments, and maintaining compliance with merchant surcharge regulations.

Technical Specifications

Deployment Model: Cloud (SaaS hosted in Australian AWS data centers)
Supported Payment Methods: Credit Cards (Visa, Mastercard, AMEX), Debit Cards, EFT, BPAY, PayID, Direct Debit (BECS)
Practice Management Integrations: Native API connectors for MYOB AE & AO, GreatSoft, APS, Xero Practice Manager, and legal practice management suites
Compliance & Security: PCI-DSS compliant payment infrastructure, TPB and AML identification workflows, independent penetration testing

FeeSynergy

What is FeeSynergy?

Categories & Use Cases