For finance
For clients
Track profitability, cash flow, and receivables from one place
Finance leaders need a clear view of profitability, collections, and cash position across matters and entities. evergreen’s end user applications bring financial dashboards directly into Microsoft Teams so law firms can monitor P&L, lockup, receivables, and liquidity without waiting for month-end reporting.
Why financial visibility breaks down across matters and entities
Law firms often rely on fragmented reports and manual reconciliations to understand financial performance. Because billing, collections, and financial reporting sit across disconnected systems, finance teams struggle to see risks early and act before profitability erodes. That breakdown creates challenges like:
No consolidated visibility across receivables, balances, and lockup positions
Delayed insight into cash reserves, liabilities, or funding exposure
Realization issues discovered only after billing cycles close
Manual coordination slowing collections and financial approvals
Monitor financial health across the firm from one dashboard
evergreen’s end user applications provide finance leaders with connected dashboards covering the firm’s key financial indicators in one place. From receivables to profitability, every major metric becomes visible across matters, entities, and currencies.
- Analyze Profit and Loss (P&L) performance by practice area, office, or legal entity
- Monitor global cash balances across bank accounts and currencies
- Drill into Accounts Receivable (AR) and Accounts Payable (AP) aging, receipts, and overdue invoices
Track realization, collections, and firm performance with drill-through dashboards
Finance teams need visibility across profitability, collections, and liquidity to protect firm margins. evergreen’s end user applications consolidate financial signals into interactive dashboards so leaders can investigate financial risks and performance drivers quickly.
Strengthen receivables oversight and accelerate collections
Analyze profitability signals across practices, entities, and reporting periods to identify financial shifts early. Drill-through views make it easier to understand where margins change and why.
- Compare revenue, operating costs, and Earnings Before Interest and Taxes (EBIT) across fiscal periods
- Review actual results against forecasts and historical performance
- Break down profitability and realization trends across practices or offices
Maintain real-time visibility into firm liquidity
Monitor cash reserves, balances, and exposures across accounts and entities from a single financial view. This allows finance teams to detect potential shortfalls or funding needs early.
- Track global cash balances across bank accounts and currencies
- Compare projected versus actual balances using forecast overlays
- Drill into balances by entity, region, or banking relationship
Resolve reconciliation issues before close cycles slow down
Financial reconciliation often delays close cycles because discrepancies appear late. Connected dashboards surface mismatches early so finance teams can resolve them before reporting deadlines.
- Identify discrepancies between Accounts Payable (AP) and Accounts Receivable (AR) across entities
- Detect General Ledger (GL) and subledger differences with detailed breakdowns
- Analyze intercompany Profit and Loss (P&L) impacts across reporting periods
Build flexible financial reports aligned with firm structures
Finance teams can create reports tailored to practice areas, entities, or reporting periods while still relying on a consistent financial data model.
- Filter reports by department, General Ledger (GL) account, entity, or reporting period
- Support budgeting, variance analysis, and financial forecasting
- Export and share financial reports directly within Microsoft Teams workflows
Ask questions and investigate financial signals using copilots within evergreen
Copilots within evergreen help finance teams explore financial data faster using natural language queries. Instead of navigating multiple dashboards, users can ask questions and surface financial insights instantly.
- Ask questions such as “Show overdue receivables by practice area” or “Review quarterly cash flow projections”
- Trigger report exports or alerts from Microsoft Teams conversations
- Surface financial risks, forecast gaps, or profitability signals through guided prompts
Move from financial data to action in a few steps
evergreen’s end user applications simplify how finance teams explore financial performance across the firm.
- Step 1
Access financial dashboards from Microsoft Teams or Power BI with multi-entity and multi-currency reporting
- Step 2
Filter and analyze financial metrics by matter, entity, office, or reporting dimension
- Step 3
Share dashboards across Teams, web, or mobile so leadership can act quickly on financial signals
Deliver financial visibility for every role in the firm
Financial insight must reach the people responsible for firm performance. evergreen’s end user applications provide role-specific views so teams can monitor financial outcomes without waiting for static reports.
Finance teams
Monitor cash flow, profitability, and financial compliance through connected dashboards
Controllers
Detect financial discrepancies and accelerate close cycles with earlier variance visibility
Firm leadership
Track profitability, working capital, and financial reserves across entities
Practice leaders
Understand matter-level financial performance and billing trends across their teams
evergreen and empower working together
evergreen provides the operational and financial foundation for law firms, connecting matter activity, time capture, billing, and financial data within one governed system.
empower is the decision intelligence layer that sits above your system of record or evergreen. It interprets operational data, applies services-specific context, and uses AI agents and copilots to guide financial decisions across the matter lifecycle.
Because insights are grounded in real firm data, finance leaders can monitor profitability, investigate receivables and cash flow signals earlier, and respond faster to financial risks across matters, practices, and entities.
Explore other evergreen end user applications
time application
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pulse application
Coordinate requests, approvals, and internal collaboration across firm teams.
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onboarding application
Standardize onboarding for clients, matters, vendors, and employees.
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FAQs
What financial insights does finance insights provide?
finance insights tracks Profit and Loss (P&L), balance sheets, global cash balances, receivables, payables, WIP, and reconciliation signals with drill-through reporting.
How does the platform help with intercompany reconciliation?
Dashboards highlight discrepancies between AR (Accounts Receivable), AP (Accounts Payable), and intercompany balances so finance teams can resolve mismatches quickly.
Can finance teams forecast cash flow?
Yes. Cash flow dashboards visualize projected and actual balances across entities, incorporating receivables, payables, and reserve movements.
Can firms build custom financial reports?
Yes. Finance teams can create tailored reports using the unified financial data model with filtering by entity, period, or reporting dimension.
Do copilots within evergreen support financial analysis?
Yes. Copilots within evergreen allow users to query financial dashboards, retrieve reports, and surface financial risks directly from Microsoft Teams.