Shared data model and real-timereporting

Live WIP, deadlines, revenue, and
time-firm-wide, in one place.

Book a demo

Explore the platform

Shared data model & reporting | Practice Management Software for Accounting and Tax Firms in UK | Acting Office

Why reporting breaks in legacy accounting systems

Data silos

Every tool reports differently; no
single view of the firm.

Lagging insights

Managers get answers
weeks too late.

Blind spots

No visibility into capacity, rework,
or profitability.

How the shared data model works

Practice Management Software for Accounting and Tax Firms in UK | Acting Office

Unified schema for every module

One set of fields across all modules.

Real-time updates across the platform

Data flows instantly from workflows to reporting.

Automated time tracking that feeds reporting

Time is recorded automatically based on usage

Permissions and audit trail

Secure and traceable reporting.

Key reporting capabilities for accounting firms

WIP dashboards

Stay on top of every lead and task with an interactive dashboard and automatic task creation

Deadline tracking

See upcoming deadlines, set priorities instantly, and avoid penalties.

Revenue by service/client

See upcoming deadlines, set priorities instantly, and avoid penalties.

Profitability by partner/office

Generate clear profit-and-loss and balance reports for a full year-end view for each of your offices.

Automated time tracking

Performance insights by person, team, module, or client-plus timekeeping and leave for smarter resourcing

Custom reporting lenses

Extract scheduled reports to understand your finances and performance.

Automated time tracking for accurate WIP reporting

Time is tracked automatically as work progresses across modules - no manual timesheets required. Feed accurate hours into WIP, revenue, and profitability reports.

Connected reporting across every module

CRM & onboarding

Client/engagement data.

Bookkeeping and VAT

Accurate, efficient, stress-free.

Accounts production

Balances and disclosures.

CT600 / SA100

Tax status and deadlines.

Payroll

Payruns, Approvals, RTI filings.

Workflow engine

Tasks, SLA compliance, capacity.

Time tracking

Auto-captured data from every module.

Enterprise-grade trust and compliance

Security is built into every module, with controls designed for UK regulatory standards.

Results from UK accounting firms

“For the first time we see WIP, deadlines, and profitability in one dashboard.”

- Managing Partner, UK firm

50%

Faster job tracking across operations.

Ready to see your whole firm in one view?