Enjoy complimentary data migration when switching from your existing bookkeeper or CPA to Institution.
Institution
For agencies

Project economics, receivables, and cash — visible together.

Project margins, contractor costs, milestone billing, and receivables cadence sit inside one connected operating rhythm.

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Operating flow
  1. 1Project
  2. 2Contractors
  3. 3Milestone billing
  4. 4Receivables
  5. 5Cash context

What agencies need visible

Project economics
Consistent categorization so project profitability is available at close.
Contractor records
Contractor costs classified for both close and tax.
Milestone billing
Billing cadence aligned with delivery and receivables follow-up.
Cash visibility
Receivables aging tied to a qualitative cash-planning view.

Connected services

Accounts Receivable
Follow-up cadence and reconciliation.
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Bookkeeping & Close
Project-consistent categorization.
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CFO Advisory
Cash planning from receivables reality.
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FAQ

Frequently asked

  • Yes. Contractor records and 1099 preparation are coordinated with tax.