PRACTICE INTELLIGENCE PLATFORM
Know what’s happening.
Act with clarity.
Practice Clarity BI turns your practice data into a live operational picture — WIP, debtors, capacity, and financials in one place.
Live Practice Overview
$3.1M
91%
Utilisation
27d
Lock-Up
18
Partners
$420k
Debtors
Practice Clarity BI connects your practice software to a live reporting layer — giving everyone from partners to practice managers and team leaders a clear, current picture of WIP, productivity, debtors, and performance. Automatic. Every day.
Your practice, in full view.
Live practice intelligence. Purpose-built for professional firms.
Most firms run good practice software. The problem isn’t the data — it’s that the data never becomes a picture. Timesheets flow in, jobs get created, invoices go out. But WIP sits unreviewed, recovery rates drift, and performance conversations happen without numbers behind them.
Practice Clarity BI fixes that. We connect to your existing systems, model your data around how your firm actually works, and deliver a live reporting layer your whole team can use. No disruption. No change to how you work. Just visibility you’ve never had before.
Connect
XPM, MYOB AE, FYI Elite — plus any other system your firm runs. If you use it, we can connect to it.
Consolidate
Brings everything into a single, clean reporting layer. Got other data sources beyond your practice system — HR, CRM, project data? We can pull those in too.
Clarify
Live, interactive dashboards for partners, managers, and staff. Updated automatically, every day, without anyone lifting a finger
Managing partners
Firm-wide performance, divisional margins, partner profitability, and cashflow. All in one place.
Partners
Their own WIP, billing, recovery rate, and client portfolio. Live, not monthly.
Practice managers
Capacity, productivity trends, timesheet compliance, and team utilisation.
Team leaders
Job status, individual output, and workload distribution across their team.
The right picture, for every level of the firm.
Your firm, in your pocket.
Practice Clarity BI is delivered through Microsoft Power BI — which means it works wherever you do. Open it in any browser. Pull it up on your phone. Stream it to the boardroom screen for a partner meeting. No new software to install, no new login to remember. It runs inside your existing Microsoft environment.
Browser access — on any device, any time
Mobile app — your firm’s numbers wherever you are
TV / presentation mode — live data in the room when it matters
No new credentials — your existing Microsoft login, nothing else
Enterprise-grade reporting in your browser, on your phone, on your wall. Your firm, everywhere you need it.
What does it actually cost not to have this?
The ROI case for practice visibility is straightforward. Conservative numbers, based on common firm benchmarks. You’ll know your own figures better than we do.
