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Finance · In development

Understand the practice as a business.

TheGonch Finance is being developed to connect practice revenue, expenses, profitability, cash flow and tax preparation with the operating activity already captured across the platform.

Talk to us about the roadmapNot currently available. No release date is published.
Operating record
ActivityAvailable
PipelineAvailable
ProductionAvailable
RevenueAssembling
ExpensesAssembling
Cash flowAssembling
ProfitabilityAssembling
TaxAssembling
Practice economics
Read from the operating record. In development.
01 · Intended scope

Revenue is only part of the picture.

Production tells an advisor what they were paid. It does not say what the practice cost to run, what was left, when cash actually arrived, or what will be owed. Finance is intended to hold that layer.

RevenueCommission, fees and bonus as they are actually received, reconciled against the production already recorded in Activity Tracking.
ExpensesThe cost of running the practice: staff, marketing, licensing, office, technology. Categorised so a period can be compared with the one before it.
ProfitabilityWhat the practice keeps, by period and, where the data supports it, by line of business.
Cash flowTiming. Submitted business, issued business and paid business arrive at different moments; cash flow shows when.
Tax preparationOrganising the year’s revenue and deductible expenses so the advisor and their accountant start from a complete record, not a shoebox. Preparation, not filing.
02 · Connect operations to economics

Each layer of the platform answers a different question.

This is the direction Finance is being built toward. It describes intent, not a product a firm can use today.

Activity · available
What is happening.
Dials, meetings, referrals and follow-up, entered daily.
Pipeline · available
What may become business.
Opportunities by stage, with dated history and expected revenue.
Production · available
What became business.
Paid cases, FYC, bonus and GDC, credited on the same records.
Finance · in development
The economics of that business.
Revenue against cost, timing of cash, what is kept and what is owed.
03 · Built on the same platform

Not another disconnected financial tool.

Finance is intended to read from the same organisational structure, the same roles and permissions, and the same operating record as Activity Tracking and Prospecting. A firm would not provision it separately, and an advisor would not sign in to it separately.

Who can see a practice’s economics is a question the platform already answers for activity and pipeline. Finance inherits the answer.

Activity Tracking
Available
Prospecting
Beta
Finance
In development
Shared platform
Organisation & tenantRoles & permissionsPeople & opportunitiesOperating record
In developmentStatus

Finance is in development and is not currently available.

Nothing on this page is a screenshot of a finished product, and no release date is published. The scope above describes what is being built and why; details will change as it is built.

Firms evaluating TheGonch today should evaluate Activity Tracking, which is available, and Prospecting, which is in beta. Firms with a specific interest in practice finance are welcome to talk to us about the roadmap.

Talk to us about the Finance roadmap.

Tell us how your firm thinks about practice economics. It shapes what gets built.

Talk to us about the roadmapWhat is available today