ACH, card, or statement — your clients can pay in seconds and it all flows through your PM system natively.

Every firm has clients who want to pay electronically. The problem is most practice management systems make that harder than it should be — a third-party portal here, a manual reconciliation step there, AR that doesn't update until someone touches a keyboard.

ModernPM embeds payments directly into the billing workflow. No third-party portal. No manual reconciliation. No gap between when a client pays and when your AR reflects it.

How It Works

Clients receive a payment link with every invoice and can pay by ACH or card in seconds. Payments post back against the invoice automatically, and AR stays current without anyone manually updating a record.

For clients with multiple outstanding invoices, paying by statement — partially or in full — is fully supported. AR is updated synchronously. No lag, no manual matching, no end-of-day reconciliation step.

Built for How CPA Clients Actually Pay

Some clients want to pay one invoice at a time. Some want to settle a whole statement. Some want to pay a partial balance on older invoices while staying current on new ones. ModernPM handles all of it — because accounting firm clients don't all behave the same way, and the payment system shouldn't pretend they do.

The Bottom Line

Embedded fintech built for CPA firms. Your clients pay electronically, the payment posts automatically, and AR stays accurate without anyone doing anything extra. That's what embedded payments should look like.

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