PRACTICE INTELLIGENCE · BUILT ON MICROSOFT POWER BI
Practice management reporting for firms done managing by spreadsheet.
Bring timesheets, productivity, WIP, billings, recoverability and debtors together in one interactive reporting suite, connected to the systems your accounting firm already uses.
READ-ONLY
connection
6 WEEK
implementation
MICROSOFT
ecosystem
Connects to the systems your firm already runs
The visibility gap
Your firm has the data.
It shouldn’t be this hard to use it.
Most growing firms already capture everything they need. The problem is turning it into something a partner can act on without exporting spreadsheets and emailing PDFs that are out of date before they land.
WIP keeps climbing
Nobody can confidently explain whether it is one team, one client or one manager until weeks have passed.
Explore WIP reportingThe numbers are somewhere
Getting the answer still means running separate reports, exporting to Excel and piecing the story together.
Explore the platformEveryone has a different report
Partner meetings become a debate about whose numbers are right instead of what action to take.
Explore Power BI dashboardsThe firm is always reacting
Old WIP, overdue debtors and slipping recoverability build quietly until month-end.
Explore debtor reportingOne source of truth
Stop assembling reports.
Start acting on them.
Practice management reporting helps your firm understand how effectively it is running—not just what has been entered into your practice system.
Practice Clarity creates a consistent reporting model across your people, clients, jobs and financial performance, with the ability to filter and drill into the detail behind every number.
The Reporting Suite
Every recurring headache, solved once.
Five connected views. One consistent model. Automatically refreshed and accessible through your Microsoft environment.
Stop chasing timesheets
See who is behind before it becomes a monthly clean-up job.
View moduleTurn concerns into clear conversations
Compare productive hours, capacity and targets across every level of the firm.
View moduleCatch write-offs before they happen
Surface ageing and problem jobs while there is still time to act.
View moduleFind where margin is leaking
See recovery by staff member, client, manager and partner—not only revenue.
View moduleMake collections proactive
Separate overdue invoices from amounts due this week and next.
View moduleBuilt Around Your System
Keep running the work. We’ll make it visible.
Your team continues managing jobs, timesheets and billing exactly as it does today. Practice Clarity connects in read-only mode and turns the data into a reporting layer designed for the people running the firm.
Xero Practice Manager
Bring timesheets, WIP, billing and client data into a consistent practice-performance layer.
Explore XPM reportingMYOB AE / AO
Turn practice data into interactive reporting for partners, managers and team members.
Explore MYOB reportingFYI Elite
Extend workflow and practice data into Power BI dashboards built around how your firm operates.
Explore FYI reportingKarbon
Extend available workflow, client and practice data into connected reporting for clearer firm-wide visibility.
Explore Karbon reportingAPS
Turn available APS practice data into connected reporting across productivity, WIP, billings and debtors.
Explore APS reportingCCH iFirm
Extend available CCH iFirm practice data into a connected Power BI reporting layer for your accounting firm.
Explore CCH iFirm reportingLive in Six Weeks
Set up once.
No disruption to the day-to-day.
Because the reporting modules are purpose-built, the implementation focuses on connecting, validating and configuring—not reinventing the reporting model from scratch.
Connect
Read-only access to your existing practice-management data.
Model
Your data is cleansed and structured in a secure Microsoft environment.
Present
Purpose-built Power BI reporting is configured around your firm.
Embed
Partners, managers and staff receive the right views and training.
Built for Accounting Firms
Reporting that already speaks your language.
- Purpose-built reporting modules
- Role-based access for every level of the firm
- Drill-through to the transaction detail
- Ongoing support and platform improvements
WIP ageing. Recoverability. Chargeable hours. Partner, manager and client performance. Nothing is translated from a generic dashboard template.
Choose Your Next Step
Start wherever your firm is today.
You don’t need to be ready for a demonstration to begin improving the way your firm sees its numbers.
Start with the 10 Numbers Guide
Understand the measures that connect capacity, production, WIP, billing and cash.
Download the guideScore your reporting maturity
See where your current reporting is strong and where visibility is breaking down.
Take the scorecardEstimate the potential payback
Model the value of reducing manual reporting effort and improving visibility.
Use the calculatorSee Practice Clarity in action
Book a walkthrough to explore the dashboards most relevant to your firm and ask questions about your reporting needs.
Book a walkthrough
Free guide
Know which numbers turn capacity into cash.
Discover the 10 numbers that reveal whether your firm is converting staff capacity into productive work, billable WIP and collected revenue—and where value may be delayed or quietly lost.
- 01 Capacity and production
- 02 WIP and recoverability
- 03 Billing and collected cash
Enter your details and the guide will be sent directly to your inbox.
Choose Your Next Step
What could clearer reporting change for your firm?
Book a 30-minute walkthrough and we’ll show you how Practice Clarity could work with your practice management system and reporting priorities.