FinaxisFinaxis.ai
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Related Products
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About
Finaxis automates accounts receivable workflow by offering smart reminders, multichannel follow-ups (email, SMS, voice), predictive payment scoring, and real-time cash visibility. It plugs directly into QuickBooks, Xero, Acomba, Sage 300, and NetSuite. It also support CRM connection like HubSpot and Salesforce to maximize personalization. CSV import for any other system.
Designed for the Canadian market with bilingual French/English workflows and data hosted in Canada, supporting compliance with Quebec's Law 25 and PIPEDA. Used by finance teams at professional services firms, SaaS companies, consulting, and staffing businesses
It acts as a virtual AR employee, an AI Copilot that learns how each of your customers actually pays.
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About
Grow your revenue with effortless payments, better collection rates, and accounts receivable automation made specifically for the legal industry. Clients pay by credit card or eCheck for a flat fee, and firms can monitor AR activity, collection status, and client NPS in real-time from a personalized dashboard. Made by attorneys to meet the specific needs of law firms & the legal industry. Credit card and eCheck payments 100% compliant with ABA, IOLTA and the rules of all 50 state bar associations. Modernize how you track AR from invoice to payment, automate collection efforts & increase firm efficiency. Automatically survey clients and benchmark satisfaction rates via Net Promoter Score (NPS) tracking. Built-in-class security, encryption and guaranteed PCI compliance. Understand your payment funnels to make better firm-wide decisions & improve your bottom line.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
CFO, CEO, Service company, legal company, manufacturing company, construction company
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Audience
Law firms looking for a legal case management solution to facilitate and optimize their operations
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and VideosNo images available
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Screenshots and Videos |
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Pricing
$500/month
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationFinaxis.ai
Founded: 2026
Canada
finaxis.ai
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Company InformationHeadnote
Founded: 2016
United States
www.headnote.com
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Categories |
Categories |
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Legal Billing Features
Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking
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Integrations
Acomba
HubSpot CRM
NetSuite
QuickBooks Online
Sage 300
Salesforce
Smith.ai
Xero
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Integrations
Acomba
HubSpot CRM
NetSuite
QuickBooks Online
Sage 300
Salesforce
Smith.ai
Xero
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