Shared data model and real-timereporting
Live WIP, deadlines, revenue, and time-firm-wide, in one place.
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
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
- Managing Partner, UK firm
Faster job tracking across operations.