Ask your practice data.
Get a clearer answer.
Practice Clarity combines purpose-built accounting firm reporting with Microsoft Fabric and Microsoft Copilot, allowing partners and managers to explore WIP, productivity, billings, recoverability and debtors using natural language.
Natural Language
Ask business questions in plain English.
Trusted Reporting
Answers use the same governed reporting model.
Role-Based Security
Users only access the information they're authorised to see.
Microsoft Fabric
Enterprise reporting built on Microsoft's analytics platform.
Example Questions
Which clients have more than 90 days of WIP?
Which teams are below productivity target this month?
What changed in our debtor position since last month?
Summarise the biggest risks before our next partner meeting.
The answer doesn't have to stop at the visual.
Dashboards are excellent for monitoring recurring KPIs and performance measures. But every partner meeting raises new questions. Practice Clarity gives your firm two ways to work with the same trusted reporting model—review interactive dashboards for consistent management reporting, or ask Microsoft Copilot questions in everyday language to investigate further.
Traditional Reporting
Open the Dashboard
Navigate to the correct report and reporting period.
Apply Filters
Find the right partner, office, client or service line.
Analyse the Data
Interpret the charts and identify trends.
Ask More Questions
Create additional reports or continue drilling through visuals.
Practice Clarity AI
Ask Naturally
Type the question exactly as you would ask a colleague.
Microsoft Copilot
Interprets your question using your Practice Clarity reporting model.
Receive the Answer
Answers are grounded in the same governed measures used throughout your dashboards.
Explore Further
Drill into clients, jobs, teams and transactions behind the result.
Ask Naturally
Use the language your partners and managers already use instead of building reports or learning complex queries.
Explore Further
Move seamlessly from a high-level answer into the teams, clients, jobs and transactions driving the result.
Stay Grounded
Every response is interpreted using the same trusted semantic model and approved Practice Clarity measures.
Start with the question behind the meeting.
The answers available depend on your firm's connected systems, reporting modules, permissions and Practice Clarity implementation. Here are just a few examples.
📊 WIP
Which clients have more than 90 days of WIP?
Show me WIP that increased for three consecutive months.
Which partners have the largest growth in aged WIP?
Which jobs may need an interim bill?
⏱ Productivity & Timesheets
Which teams are below productivity target this month?
Who has incomplete timesheets this week?
Compare chargeable hours with the previous quarter.
Where is available capacity not becoming productive work?
💰 Billings & Recoverability
Which clients had the largest write-offs this quarter?
Compare billings against the same period last year.
Which service areas have declining recoverability?
Where is recorded value not converting into billed revenue?
📈 Debtors & Partner Insights
What changed in our debtor position since last month?
Which overdue invoices should we prioritise?
Show debtors by responsible partner.
Summarise the biggest reporting risks before our next partner meeting.
AI that understands the reporting model behind the question.
Generic AI doesn't automatically understand how your firm defines productivity, aged WIP, recoverability or responsibility. Practice Clarity prepares your reporting model for Microsoft Copilot so questions are interpreted using consistent accounting-firm terminology, trusted relationships and governed business measures.
Accounting Firm Language
Built around the way accounting firms talk about partners, managers, clients, jobs, time, WIP, billings, recoverability and cash flow—not generic business terminology.
Consistent Calculations
Microsoft Copilot answers questions using the same governed measures and calculations that power every Practice Clarity dashboard, helping maintain consistency across your reporting.
Curated Data Scope
Relevant tables, measures and relationships are carefully prepared so conversations focus on meaningful business outcomes instead of technical database structures.
Tested Use Cases
Priority questions can be refined and validated so partners and managers receive answers that align with the reporting outcomes Practice Clarity is designed to deliver.
The AI is only as good as the reporting model behind it.
Practice Clarity doesn't ask Microsoft Copilot to interpret raw accounting data. Instead, it uses a purpose-built semantic model designed specifically for accounting firms, enabling users to ask better questions and receive answers grounded in trusted reporting definitions.
Natural-language access doesn't mean unrestricted access.
Practice Clarity is delivered within the Microsoft ecosystem. Microsoft Copilot interactions operate according to each authenticated user's permissions and the security model configured within your reporting environment.
Role-Based Security
Partners, managers and team members only see the information they have permission to access through Microsoft's security framework.
Microsoft Azure OpenAI
Copilot uses Microsoft's enterprise AI services rather than public AI platforms, helping organisations meet security and governance expectations.
Read-Only Connections
Practice Clarity connects to approved practice-management systems using read-only reporting connections, protecting operational data integrity.
Governance & Compliance
Licensing, regional hosting, permissions and governance settings are reviewed during implementation to align with your firm's Microsoft environment.
One reporting model.
Two ways to find the answer.
Practice Clarity gives your firm two complementary ways to explore the same trusted reporting model. Dashboards remain the best way to monitor recurring KPIs, while Microsoft Copilot helps investigate new questions as they arise.
📊 Interactive Dashboards
Recurring Management Reporting
Monitor the KPIs your firm reviews every week and every month.
Filters & Drill Through
Navigate from firm level to office, partner, manager, client and transaction detail.
Consistent Performance Measures
Standardised reporting built around trusted business definitions.
Role-Based Experience
Different users see the information appropriate to their role.
🤖 Natural Language Exploration
Ask Specific Questions
Type questions exactly as you would ask another member of your team.
Conversational Follow-Up
Ask additional questions without creating another report.
Grounded in the Same Model
Answers use the same governed measures behind every Practice Clarity dashboard.
Permission Aware
User permissions continue to control what information can be explored.
AI-ready reporting configured around your firm.
Every accounting firm is different. Practice Clarity is configured around your reporting requirements, Microsoft environment and connected practice-management systems to deliver trusted reporting and AI-powered insights from day one.
Connect
Securely connect approved practice-management systems using read-only reporting connections.
Model
Prepare your Microsoft Fabric semantic model using trusted accounting-firm reporting measures.
Configure
Configure users, permissions, reporting modules and business definitions.
Enable
Enable Microsoft Copilot, licensing, governance and security settings.
Validate
Validate business questions and ensure answers are grounded in trusted reporting.
From connected data to trusted AI insights.
Our implementation process ensures your reporting model, Microsoft environment and Microsoft Copilot are configured together so your partners and managers can ask better questions with confidence.
Book an AI Reporting WalkthroughQuestions we're often asked.
Everything you need to know about AI Reporting, Microsoft Copilot and Practice Clarity.
Stop searching for reports.
Start asking better questions.
Practice Clarity combines purpose-built accounting firm reporting with Microsoft Fabric and Microsoft Copilot, giving partners and managers a faster, more intuitive way to explore the performance of their firm using natural language.
Purpose Built
Designed specifically for accounting firms rather than generic business reporting.
Microsoft Fabric
Built on Microsoft's modern analytics platform for enterprise reporting and AI.
Copilot Ready
Ask questions naturally using the same trusted semantic model powering every dashboard.
Trusted Reporting
Dashboards and AI work together to deliver consistent, governed business insights.