Accounting & Finance Staffing Software
Your candidates count for a living. So does your desk.
Tracker keeps qualifications, availability, and every client conversation on one record, from the first call to the final invoice.
The finance desk
Busy season doesn’t wait for a shortlist
In February, all of Lauren’s clients call in the same week. On Monday, three firms need interim accountants for year-end. On Tuesday, she submits qualified candidates from a database kept warm since last spring. By Friday, all three are working. Tracker holds qualifications, notice periods, and client history on one record, so the desk is ready before the rush.
ATS · Qualifications · Candidate Alignment Score
Qualified means verified
CPA, CMA, ACCA, and other qualifications sit on the candidate record with verification details. AutoMatch filters on them first, and alignment reports show the client exactly how each candidate fits.
Qualifications and systems experience searchable. Find the controller who knows NetSuite.
Verification stored on the record. Nobody asks twice.
Alignment reports with every submission. Fit explained, not asserted.
Matters most to Recruiters
Nurture · Watchdogs · Seasonal demand
Ready for year-end before it starts
Finance hiring peaks around year-end, audit, and tax season. Nurture sequences keep interim and contract candidates in touch through the quiet months, so availability is current when demand returns.
Nurture keeps the interim bench warm year-round. No cold calls in January.
Watchdogs alert you when a fit becomes available. You call before anyone else.
Past assignments and client feedback on every record. Rebook the people clients already rate.
Matters most to Recruiters
Back Office · Timesheets · Invoicing
From placement to invoice, without retyping
Interim and contract placements feed timesheets, invoicing, and payroll from the same record. Permanent fees invoice from the placement, and every figure reconciles with your accounting system.
Interim day rates and perm fees on the same platform. One record for every fee type.
Two-way sync with QuickBooks, Sage, and Xero. Your finance team sees the same numbers.
Guarantee periods tracked on every perm placement. The follow-up call happens on time.
Matters most to Finance & operations
CRM · Client history · Pipeline
Every firm you’ve placed with, remembered
Every client conversation, placement, and fee sits on the account. When a finance director moves to a new firm, the relationship moves with her, and you’re the first call.
Contacts tracked as they move between companies. The relationship follows the person.
Placement and fee history per account. Know what each client is worth.
Pipeline and forecast on the same platform. No separate sales tool.
Matters most to Account managers
What changes
Less chasing. More placing.
Year-end requests arrived in the same week. Interim candidates were already warm, available, and verified, so submissions went out the next morning.
Contract hours and perm fees flowed from the placement to invoicing and into the accounting system, without anyone retyping a figure.
A finance director moved to a new firm. Tracker updated her record, and the first hiring call from the new company came to your desk.
Every finance role. One record of who’s qualified.
Finance candidates move between interim, contract, and permanent work as their careers and the calendar change. Tracker keeps the full history of each one, so the right person is ready whatever the client needs.
Accountants, bookkeepers, and payroll specialists.
Financial controllers, analysts, and FP&A.
Audit, tax, and compliance professionals.
Interim, contract, and permanent on the same record.
In their words
Desks that are ready before the rush
From the customer service, the ease of use, and having a fully functional back office, in my mind, there’s probably nothing better. I looked at 16 different ATS and CRMs. Tracker is the one.
Using tracker changed the way we ran our daily processes. It has improved efficiency and has allowed us to grow and expand our business with ease.
From the customer service, the ease of use, and having a fully functional back office, in my mind, there’s probably nothing better. I looked at 16 different ATS and CRMs. Tracker is the one.
Using tracker changed the way we ran our daily processes. It has improved efficiency and has allowed us to grow and expand our business with ease.
From the customer service, the ease of use, and having a fully functional back office, in my mind, there’s probably nothing better. I looked at 16 different ATS and CRMs. Tracker is the one.
Using tracker changed the way we ran our daily processes. It has improved efficiency and has allowed us to grow and expand our business with ease.
From the customer service, the ease of use, and having a fully functional back office, in my mind, there’s probably nothing better. I looked at 16 different ATS and CRMs. Tracker is the one.
Using tracker changed the way we ran our daily processes. It has improved efficiency and has allowed us to grow and expand our business with ease.
Tracking invoices paid and raised is VERY valuable. Especially it having integrated with our QBO. That’s a great feature.
Tracker is helping me get a better understanding with reporting where my candidates are coming from.
Tracking invoices paid and raised is VERY valuable. Especially it having integrated with our QBO. That’s a great feature.
Tracker is helping me get a better understanding with reporting where my candidates are coming from.
Tracking invoices paid and raised is VERY valuable. Especially it having integrated with our QBO. That’s a great feature.
Tracker is helping me get a better understanding with reporting where my candidates are coming from.
Tracking invoices paid and raised is VERY valuable. Especially it having integrated with our QBO. That’s a great feature.
Tracker is helping me get a better understanding with reporting where my candidates are coming from.
See it for yourself
See a finance desk ready for busy season
Book a demo and we’ll show you a finance and accounting desk on Tracker, from the qualified shortlist to the synced invoice.
FAQ
Finance and accounting staffing questions, answered
It’s software that helps agencies source, place, and invoice qualified finance and accounting talent. Tracker combines an ATS, CRM, and back office on one platform, from sourcing to invoicing.
Yes. Qualifications such as CPA, CMA, and ACCA are stored on the candidate record with verification details, and AutoMatch can filter on them.
Nurture sequences keep interim and contract candidates engaged through quieter months, and Watchdogs alert you as soon as a matching candidate becomes available.
Yes. Tracker offers two-way sync with QuickBooks, Sage, and Xero, so invoices and payments match on both sides.
Yes. All placement types run on the same platform and candidate record, with day rates and permanent fees invoiced from the placement.
Yes. Tasks and approvals are assigned on the record, and each recruiter’s dashboard opens on what’s due.
Yes. Tasks, reminders, and sequences keep every follow-up on the record, including re-engagement sequences that come back to a contact or candidate after a set number of days.
Yes. Tracker’s migration team maps your existing data to Tracker, sends back a complete data set for you to review, and fixes any issues before anyone goes live. Candidates, contacts, companies, activities, and resumes move across, with prebuilt scripts for common systems.
