Consulting Firms

Automatic collections, zero manual reconciliation

Invoices, bank transfers, cards and recurring payments: unify every collection flow of your firm in a single platform integrated with your management software.

The problem

Fragmented payments are slowing down your firm

Every client has different methods and timing. Bank transfers, cards, POS, external portals — manual reconciliation between accounting and management software is a daily low-value activity.

01

Endless manual reconciliation

Electronic invoices, periodic fees, subscriptions and SEPA mandates to manage punctually and traceably. Every error costs time and money.

02

Slow collections and poor visibility

Payments arrive from different channels at different times. The CFO has no real visibility on available liquidity.

03

Time taken from core business

Scattered administrative management takes hours from advisory work. Every minute spent on reconciliation is margin that slips away.

The RoxPay solution

The technology partner that integrates into your management software

RoxPay integrates digital payments directly into firm management and invoicing systems, automating collections, reducing errors and improving visibility on financial flows.

Our in-house team builds custom integrations with the software you already use — ERP, CRM, accounting software or cloud platforms — creating a unified payments and accounting ecosystem.

RoxPay isn't just a gateway: it acts as a technology partner capable of interfacing with your firm's IT infrastructure and adapting to internal processes.

roxpay-firm-integration
// Connect to management software
const payment = await roxpay.charge({
amount: invoice.total,
reference: invoice.number,
reconcile: true
});
// ✓ Payment recorded in system
Firm types

For every type of consulting, optimized collections

Law firms

Fees, retainers and pro-forma invoices automatically reconciled with firm management software.

Tax and accounting firms

Electronic invoices, tax payments and periodic fees integrated into the accounting workflow.

Business consulting

Ongoing contracts with automatic recurring charges and complete traceability.

HR and labor consulting

SEPA mandates, monthly plans and multi-client management from a single dashboard.

Concrete benefits

Automate collections, free your firm

Automatic reconciliation

Collections, invoices and firm accounting reconciled automatically. Zero manual intervention.

Settlements in 24-48 hours

Complete traceability and fees from 0.5%. Funds available the next day.

ERP and management integration

REST APIs and custom plugins to connect with software already in use at the firm.

Automatic recurring payments

Automated collection management for clients with ongoing contracts or monthly plans.

Analytics dashboard

Monitor cash flows, settled invoices and outstanding payments in real time from a single panel.

How it works

Direct integration with your management software

RoxPay solutions connect directly to your firm's management or ERP systems already in place, via REST APIs or dedicated plugins.

The entire integration is developed in-house by RoxPay developers, without intermediaries or standardized external solutions.

1

Analysis of software and collection flows at the firm

2

Connection via REST API or custom plugin to your ERP/CRM

3

Automatic payment registration in the accounting system

4

Go-live: every collection is tracked and visible in the dashboard in real time

Real results

Measurable change

Firms that adopt RoxPay reduce administrative costs and free time for higher-value advisory activities.

-90%

Reconciliation time

24h

Liquidity visibility

0

Administrative errors

Automate your firm's collections

Discover how RoxPay can integrate payments into your management software and reduce administrative costs.

FAQ

Find answers to frequently asked questions