Practice Intelligence · Built on Microsoft Power BI
Practice intelligence, built for firms done managing by spreadsheet.
Practice Clarity gives accounting firms live management reporting built on Microsoft Power BI. Monitor WIP, productivity, timesheets, billings and debtors in one place using the practice management system you already run.
Connects to the systems your firm already runs
Your data stays where it is. We connect in read-only mode - no migration, no disruption.
The Visibility Gap
Does this sound like your firm?
Most growing accounting firms already capture everything they need: timesheets, WIP, billing, debtors. The problem isn't the data. It's turning that data into something a partner can act on, without someone exporting to a spreadsheet and emailing a PDF that's out of date before it lands.
"Why is WIP so high?"
WIP keeps climbing, but nobody can confidently explain why. Is it one team? One client? One manager? By the time someone investigates, weeks have passed.
"I know the numbers are somewhere…"
You know your system has the answers, but finding them means running multiple reports, exporting to Excel and piecing the story together yourself.
"Everyone has different numbers"
Every partner walks in with a different report and a different version of the truth. Too much time is spent debating whose numbers are right.
"We're always reacting"
Problems appear when someone notices them, not when they happen. Old WIP, overdue debtors and slipping recoverability quietly build until month-end.
"Growth is creating blind spots"
Five staff is manageable from memory. Fifty isn't. Important issues disappear into thousands of jobs, clients and time entries.
Practice Clarity replaces the scramble with one clear, live view that’s organised, consistent, and current every day.
FREE 14 PAGE GUIDE
Know which numbers turn capacity into cash.
Discover the 10 numbers that reveal whether your firm is converting staff capacity into profitable, collected revenue—and where value may be delayed or quietly lost.
Purpose-built for accounting firms.
One platform means you get enterprise-grade visibility without the enterprise price tag, the months of scoping, or the ongoing IT overhead. Built around how accounting firms actually run, so you see results from day one.
No compromise
Every module, integration and report is designed around one profession, so nothing feels generic or half-fitted.
Ready from day one
The same standard build works for every accounting firm, so you get value from day one instead of months of custom scoping.
Speaks your language
WIP, recovery, chargeable hours and partner profitability, built around accounting terminology instead of adapted from somewhere else.
The Reporting Suite
Every recurring headache, solved once.
Live from day one, delivered through Microsoft Power BI, in any browser, on mobile, or on the boardroom screen. No custom scoping required.
Live in Six Weeks
Set up once. No disruption to the day-to-day.
Most BI projects take months. Ours take six weeks, because we're practitioners first, not IT consultants. We connect in read-only mode, so nothing changes in how your firm operates.
Week 1
Kickoff & data access confirmed
Week 2
Data modelling & secure Azure setup
Week 3–4
Reporting layer built around your firm
Week 5
Partner & manager rollout, training delivered
Week 6
Feedback incorporated, full firm rollout
If we kick off this month, you're live next month.
Everything, managed.
ROI Calculator
What could clarity be worth to your firm?
A two-point lift in recovery on $3M of WIP is worth $60,000 a year. See the numbers for your firm using our ROI Calculator.
See every number.
Book a 30-minute discovery call and we'll show you exactly what Practice Clarity looks like for your firm, configured around your practice management system.