Karbon reporting for accounting firms
Extend the visibility of your Karbon practice data.
Bring available client, work, workflow, time and operational data into a connected Power BI reporting model built around the way your accounting firm measures performance.
From practice data to clearer reporting
Available reporting depends on your Karbon configuration, accessible data and the requirements confirmed during scoping.
Extend the reporting view
Karbon helps run the work. Practice Clarity helps connect performance.
Karbon gives your team a central place to manage clients, work, communication and workflow. Practice Clarity can extend available data into a consistent Power BI reporting model for partners and managers.
Connect operational performance
Bring available work, time, client and financial measures into a consistent management-reporting structure.
Review the firm consistently
Give partner and management meetings a consistent view of agreed measures, filters and definitions.
Include other data sources
Where required, combine accessible Karbon data with information from other approved systems.
Move from summary to detail
Use interactive Power BI views to filter results and investigate the detail behind important measures.
The final model depends on the available Karbon data, connected systems and requirements agreed during scoping.
Connected reporting areas
Follow performance across the firm.
Configure reporting around the information your firm needs to review. Available measures depend on your Karbon setup and any additional systems included in the reporting model.
Work and workflow
Review the status, timing and distribution of work across clients, teams, services and responsible people.
Time, capacity and productivity
Where available, compare time, capacity, targets and productivity across the relevant levels of the firm.
Clients and services
Analyse available information by client, client group, service, partner, manager or another reporting dimension.
Billing and profitability
Where financial measures are accessible, connect work and time information with billing, recovery and profitability.
Firm-wide management reporting
Bring agreed operational and financial measures into a consistent Power BI environment for partner and management review.
These are potential reporting areas rather than guaranteed inclusions. Data access and module scope are confirmed before implementation.
Reporting for every level
The right view for the right conversation.
Build role-appropriate Power BI views so partners, managers and team members can focus on the measures relevant to their responsibilities.
Firm-wide view
Review agreed performance measures and trends across the complete practice.
Partner view
Focus on relevant clients, services, work and financial measures for each partner.
Manager view
Give managers visibility over team performance, current work and exceptions requiring attention.
Individual view
Provide team members with access to the measures relevant to their responsibilities.
Built around your environment
Start with the data and reporting your firm needs.
We confirm the required measures, available source data and access method before the reporting model is built.
Confirm reporting requirements
Agree on the measures, reporting audiences and decisions the dashboards need to support.
Assess available data
Review the relevant Karbon configuration, accessible information and additional approved sources.
Build the reporting model
Clean, organise and model the agreed data within the secure reporting environment.
Configure views and access
Deliver approved Power BI views, access controls, rollout and user training.
Access confirmed first
The available connection and extraction method is confirmed before implementation.
Microsoft environment
Reporting is delivered using Microsoft Azure and Microsoft Power BI.
Role-based visibility
Access can be configured so users see information appropriate to their role.
The approach depends on your Karbon plan, configuration, available interfaces, permissions and agreed reporting scope.
Frequently asked questions
Karbon and Practice Clarity reporting.
Understand how the reporting scope, available data and implementation approach are determined.
Karbon is a trademark of its respective owner. Practice Clarity is an independent reporting solution and does not claim endorsement or partnership unless expressly stated.
Does Practice Clarity replace Karbon?
No. Karbon remains the environment used by your team to manage clients, work and workflow. Practice Clarity provides an additional Power BI reporting layer configured around the agreed data and reporting requirements.
Is every Karbon field automatically available?
Not necessarily. Available fields and reporting measures depend on your Karbon plan, configuration, permissions, supported data access and the scope confirmed before implementation.
Can information from other systems be included?
Potentially, yes. Practice Clarity can assess other approved data sources where the required information is accessible and suitable for inclusion in the reporting model.
Can partners and managers receive different views?
Yes. The Power BI environment can be configured with role-appropriate views and access controls based on the firm’s agreed security requirements.
How do we know what reporting is possible?
The first step is a reporting review. We discuss your current Karbon setup, other systems, reporting priorities and manual processes before recommending an implementation scope.
Explore your reporting options
What could clearer Karbon reporting show your firm?
Tell us how your firm currently uses Karbon and what reporting you still assemble manually. We’ll help you understand what may be possible with the available data.