Customer Payment

Getting paid, simplified and native.

Native ACH and card processing, Built into the platform.

1

Native payments. No middleman.

No separate contract, separate portal, separate reconciliation headache.

ModernPM comes with built in ACH and card, ready on day one. You get one system, one experience, and one fewer vendor in your stack.

2

Subscriptions built the way they should be.

Set up clients on recurring payments with ease. Invoice them on a cadence, or pull funds automatically via ACH — your call, their preference.

It all flows natively in the app and ties back to AR, invoices, and how your firm handles WIP. No duct tape. No separate subscription tool. No reconciliation gymnastics.

2

Subscriptions built the way they should be.

Set up clients on recurring payments with ease. Invoice them on a cadence, or pull funds automatically via ACH — your call, their preference.

It all flows natively in the app and ties back to AR, invoices, and how your firm handles WIP. No duct tape. No separate subscription tool. No reconciliation gymnastics.

3

Payments that reconcile themselves.

The moment a payment clears, it's already applied to the right invoice, against the right client, in the right entity. Deposits, receivables, and WIP all stay in sync — automatically.

Your billing team stops living in spreadsheets. Your GL integration stays clean. Month-end stops being a scavenger hunt.

4

From invoice to cash, without the chase.

Automated reminder cadences keep the follow-up professional and consistent, so your billing team isn't the bad guy and your AR team isn't chasing clients.

4

From invoice to cash, without the chase.

5

6

4

From invoice to cash, without the chase.