Keep Every Fee Accounted For.
Track what is due, see what has been paid and follow up outstanding income without hours of manual work.
Know What Is Owed.
Keep client, provider and fee records together in Workspace. Review outstanding income and payment status from one register.
Spot the Gaps.
Find unpaid fees and discrepancies that need attention. Give your team a shared record to work through.
Investigate Discrepancies with the Client and Plan in View.
When a provider payment needs checking, review the client and plan alongside the fee record, then agree the next action.
Questions, Answered.
Is fee reconciliation part of Workspace?
Yes. Fee records and payment tracking are part of Workspace.
Does this replace provider statements?
No. Your team uses the records and provider information to check payments and follow up discrepancies.
Your client data.
Protected at every step.
Glimzer is built on enterprise-grade security to protect your firm’s work and your clients’ data. UK hosting, encryption at rest and in transit, role-based access controls and daily backups keep protection built into every step.
Your data stays yours. Customer inputs, outputs and documents are not used to train underlying AI models.
- Cyber EssentialsCertified
- UK GDPRData protection
- UK hostingCustomer data
- No model trainingYour data stays yours