One connected platform
Financeperm recruitment software
Run the finance shortlist, the offer and the fee on one record.
Vacancy to placement fee on one shared record — the firm, the candidate and every conversation in between.
- Vacancy
- Source & match
- Shortlist
- Interviews
- Screening
- Offer & fee
How the desk runs
One platform, from the vacancy to the placement fee.
Take the vacancy properly
The firm, the role detail, the salary and the fee agreement sit on one job record — whether it is one of the management accountants, financial analysts and controllers or a role further up.
Source from your own database first
Interim finance people move between assignments on a predictable cycle, so your own record tells you who is coming free. Plain-English search and CV parsing run across everything you already hold, with AI match scoring surfacing who is worth a call.
A shortlist the client can read
Send a formatted shortlist from the record. What matters to the firm is whether the candidate can run the month-end unaided, so the submission leads with that rather than a CV dump.
Interviews without the diary tennis
Arrange, confirm and reschedule from the job, with reminders going to both sides and the outcome recorded against the candidate.
Offer, acceptance and the fee
Offer, counter-offer and acceptance are tracked on the placement with the fee, the start date and the rebate period attached.
Pipeline against target
Dashman shows assignment progress, placement fees and where offers stall, by consultant and by stage.
Checks and clearances
Screened before the placement is confirmed
Each check sits on the candidate record with its date and outcome, so the position is evidenced rather than remembered when the client asks.
How documents and expiry work- Professional qualifications on the candidate record
- Screening and referencing tracked to completion
- Right-to-work documents with expiry alerts
- Contract status and IR35 position held with the placement
What the agents add
AI agents working on the finance desk in the background.
Sourcing Sam
Matches candidates against open vacancies and has the shortlist ready to review.
Compliance Clara
Flags professional qualifications on the candidate record coming up for expiry.
Timesheet Tommy
Reads submitted timesheets and preps PAYE for fixed-term cover, with umbrella and limited for day-rate contractors for review.
Growth Grace
Surfaces new firm leads worth a call.
Manager Max
Briefs the desk each morning on assignment progress.
Questions
Permanent Finance recruitment software questions.
Can it handle the whole finance perm process?
Vacancy, sourcing, shortlist, interviews, offer and placement fee all sit on one job record, so nothing is tracked in a separate spreadsheet or inbox.
How are placement fees and rebates tracked?
The fee, the start date and the rebate period sit on the placement, so what is invoiced and what is still at risk is visible without reconstructing it.
Does it help with candidate sourcing?
Plain-English search runs across your existing database, LinkedIn profiles come into the record in a click, and AI match scoring surfaces the candidates worth calling first.
Can we see pipeline against target?
Dashman shows pipeline, placements and fees against target by consultant, client and stage, in one live view rather than a monthly spreadsheet.
What checks does a finance placement need?
Each check sits on the candidate record with its date and outcome, so the position is evidenced rather than remembered when the client asks. The desk holds professional qualifications on the candidate record, screening and referencing tracked to completion, right-to-work documents with expiry alerts, contract status and IR35 position held with the placement.
ComplianceBusiness DevelopmentSourcingDaily BriefingsTimesheetsSee a week of your own finance desk run in one system
Half an hour on your own kind of work.