Practice intelligence, Built for firms that are done managing by spreadsheet.
Practice Clarity BI is purpose-built for firms where the data exists but the visibility doesn’t. Where reporting means someone spending hours in Excel, emailing PDFs that are out of date before they’re opened — if they’re opened at all. If that sounds familiar, this was built for you.
The firm drowning in manual reporting
Every month, someone builds the same spreadsheet. Exports from the practice system, copies into a template, formats it, emails it out. By the time it lands in inboxes, the numbers are already a week old — and half the recipients don’t open it anyway. The email clutter is real. The decisions that don’t get made because of it are more real. Practice Clarity BI replaces the whole process with a live view that updates itself, every day, available to anyone who needs it.
Does this sound like your firm?
The multi-partner firm with visibility gaps
Partners have different billing styles, different recovery rates, and different relationships with their WIP. Without consistent data, performance conversations are uncomfortable and often avoided. Practice Clarity BI gives every partner a live view of their own metrics and gives leadership the firm-wide picture behind it. Objective. Consistent. No room for misinterpretation.
The larger firm ready for proper practice intelligence
80+ staff, multiple divisions, possibly multiple source systems. You need consistent data governance, individual-level visibility, multi-source consolidation, and a platform that scales. Practice Clarity BI is built for exactly this.
The growing firm
Your practice management software is running well. But performance conversations still happen without data behind them, and WIP visibility is only as good as whoever remembered to check last week. Practice Clarity BI puts consistent, objective numbers in front of every partner and manager — automatically, every day.
The firm that’s tried to build this itself
You’ve had a go at Power BI internally, or asked your software vendor about reporting and got nowhere. It never quite landed — too technical, too fragile, or dependent on one person who then left. Practice Clarity BI is the tested, managed, accounting-specific alternative. Configured to your firm from day one, maintained by us from then on.
Any platform. Any firm.
We can connect to ANY practice management system. If your firm uses it, we can work with it. Full stop.
Practice Clarity BI connects to any practice management system your firm uses. XPM, MYOB AE, and FYI Elite are listed first because they’re the most common — but the list doesn’t end there, and neither does our capability. See the full integration list on the Integrations page.
Integrations
If your firm uses it, we can connect to it.
Practice Clarity BI connects to the platforms accounting and professional services firms actually use. XPM, MYOB AE, and FYI Elite are our most common starting points — but the list below keeps growing, and if you don’t see your system, ask us. The answer is almost always yes.
Supported Platforms
We can connect to ANY practice management system.
If your firm uses it, we’ll find a way to connect to it.
Running more than one system? Even better.
Many firms run more than one platform — a practice system, a CRM, a project tool, an HR platform. Practice Clarity BI can bring all of them together into a single reporting layer. One dashboard. One source of truth. No manual consolidation. Multi-source implementations are scoped and priced individually. Talk to us about what your firm runs and we’ll tell you exactly what’s possible.
We’re not just the IT guys.
Vision BI is led by accountants who became frustrated with the gap between the data firms already had and the decisions they couldn’t make because they couldn’t see it clearly. Practice Clarity BI is the answer we built for that problem — and now offer to every firm facing the same challenge.
Matthew Dodds, Director of Vision BI, is a Chartered Accountant with a background in Business Advisory and BI strategy. He built Practice Clarity BI because he’d seen firsthand what firms miss when they can’t see their own data — and what changes when they can.
That accounting background isn’t a footnote. It’s why implementation takes six weeks instead of six months. It’s why the reports make sense to partners and practice managers out of the box. And it’s why every firm we work with gets a platform that reflects how accounting firms actually operate — not how an IT consultant imagines they do.
We don’t hand you a template and leave. We meet with you, understand your firm, configure the platform around your specific needs, and stay involved. You’re not locking into a system built for someone else’s firm. You’re getting one shaped around yours.