APS reporting for accounting firms
Turn your APS practice data into clearer decisions.
Practice Clarity extends the available information held in APS into a consistent Power BI reporting layer helping partners and managers see what is happening across productivity, WIP, billings, recoverability and debtors.
APS
Available practice-management and operational data
Secure data model
Approved information is structured for consistent reporting
Power BI
Interactive dashboards with filters and drill-through detail
Your firm
Role-appropriate reporting for partners, managers and teams
One consistent practice-performance view
APS continues to support your firm’s work while Practice Clarity provides a connected reporting layer around the available data.
Available reporting depends on your APS configuration, permissions, accessible data and the scope agreed with your firm.
Connected practice reporting
See what is happening across your firm.
APS helps your firm manage its practice data. Practice Clarity turns available information into a consistent reporting model that partners and managers can explore without assembling multiple spreadsheets.
Performance visibility
Bring key practice measures together so performance can be reviewed consistently across the firm.
Earlier intervention
Surface ageing WIP, missed timesheets and emerging performance issues while there is still time to respond.
Consistent numbers
Give partners and managers a shared reporting model instead of competing spreadsheets and manual calculations.
Detailed answers
Move from a firm-wide result into the people, clients, jobs and transactions contributing to it.
Purpose-built reporting
Follow performance from time entered to cash collected.
Practice Clarity brings the core reporting areas of an accounting firm into one connected and interactive Power BI reporting suite.
Timesheet compliance
See who has completed their timesheets and identify missing or incomplete entries before they affect reporting.
Improve reporting completeness →
Productivity
Compare available, productive and chargeable hours across teams, managers and individual staff members.
Turn concerns into evidence →
Work in progress
Monitor current and aged WIP by client, partner, manager, staff member and job before write-offs become unavoidable.
Surface ageing WIP earlier →
Billings and recovery
Review invoicing, write-offs and recoverability across people, clients and service areas.
See where margin is leaking →
Debtors
Separate overdue balances from amounts due soon and focus collection activity where it can make the greatest difference.
Make collections proactive →
The information available in each module depends on your APS configuration, permissions, accessible data and agreed implementation scope.
Role-based visibility
Give every level of the firm the right view.
Practice Clarity can provide firm-wide oversight and detailed operational reporting while applying role-appropriate access to the underlying information.
Firm-wide
Monitor overall productivity, WIP, billing, recovery and debtor performance across the practice.
Partners
Review the performance of relevant client groups, managers, staff, service areas and portfolios.
Managers
Identify operational issues affecting the people, jobs and clients within their area of responsibility.
Team members
Provide focused visibility into individual activity and the measures relevant to each person’s role.
Implementation
Built around your firm’s reporting requirements.
We confirm what information is available, agree on the reporting scope and configure the reporting environment around your firm’s structure, users and priorities.
Confirm requirements
Identify the practice questions, reporting priorities, users and measures your firm needs to understand.
Assess the data
Review your APS configuration, accessible information, permissions and any approved supplementary data sources.
Build the model
Clean, structure and organise the approved data within a secure Microsoft reporting environment.
Configure and embed
Configure reporting views, apply access controls, train users and incorporate the platform into management routines.
Practice Clarity does not replace APS. Your team continues using its existing systems while Practice Clarity provides an additional reporting layer around the approved data.
Frequently asked questions
APS reporting questions.
Does Practice Clarity replace APS?
No. Your firm continues using APS for its existing practice-management processes. Practice Clarity provides an additional reporting layer around available and approved data.
Is every APS field automatically available?
Not necessarily. Available reporting depends on your APS configuration, permissions, accessible information and the scope agreed with your firm.
Can information from other systems be included?
Potentially. We can assess whether approved data from APS and other systems can be included within a connected reporting model.
Can partners and managers receive different reporting views?
Yes. Reporting can be configured with role-appropriate views and access controls so users see information relevant to their responsibilities.
How do we confirm what APS reporting is possible?
Start with a reporting review. We will discuss your priorities, assess the available information and confirm suitable reporting and implementation options.
Explore your reporting potential
What could clearer APS reporting show your firm?
Book a reporting review to discuss your current APS environment, reporting priorities and the information your partners and managers need to see.