Power BI reporting for accounting firms
Every practice number. One clear view.
Bring timesheets, productivity, WIP, billings, recoverability and debtors together in one interactive Power BI reporting suite—built specifically for accounting firms.
The visibility gap
Your systems hold the data. Power BI makes it useful.
Practice-management systems are built to record the work. Practice Clarity adds the reporting layer that helps partners and managers understand performance, identify risk and act earlier.
Reports live in separate places
Key measures are spread across practice systems, exports and partner spreadsheets.
Answers take too long
Each question means another report, another export and another manual reconciliation.
Problems surface late
Old WIP, falling productivity and overdue debtors build quietly between reporting cycles.
Meetings debate the numbers
Partners spend time confirming whose report is right instead of deciding what to do.
Interactive by design
Move from a headline to the detail behind it.
Filter by partner, manager, staff member, client, job, office or period. Start with the firm-wide position, then drill through to the records that explain it.
Filter any view
Focus on a partner, manager, team, client group or reporting period.
Drill into detail
Trace headline results back to the jobs, clients and entries behind them.
Use one model
Give every partner and manager the same definition of each number.
Share securely
Use Power BI subscriptions, alerts and role-based access across the firm.
One reporting suite
Follow performance from capacity to collected cash.
Five connected modules give your firm one consistent reporting model across the full practice-performance cycle.
Timesheets
See who has completed their time and where follow-up is required.
Explore reporting →Productivity
Compare productive hours, capacity and targets at every level of the firm.
Explore productivity →WIP
Surface ageing, movements and problem jobs while there is still time to act.
Explore WIP →Billings
Understand invoicing, write-offs and recoverability by staff and client.
Explore billings →Debtors
Separate overdue balances from amounts due this week and next.
Explore debtors →Built on Microsoft
Read-only connection. Secure Azure layer. Live Power BI.
Practice Clarity adds a managed reporting layer around the systems your firm already uses—without replacing the software that runs the practice.
Your practice system
Read-only access connects the operational data already held in your practice-management platform.
Secure Azure environment
Your data is structured into a consistent reporting model designed for accounting firms.
Microsoft Power BI
Partners, managers and staff receive interactive views appropriate to their role.
Your source system remains the system of record. Practice Clarity reads and reports the data; it does not write changes back to your practice-management platform.
Role-based reporting
Give every level of the firm the view it needs.
Row-level security means people see exactly what they should, while the firm continues to work from one consistent reporting model.
Partners
See firm-wide performance, emerging risk, margin, lock-up and the areas that require attention.
Practice managers
Monitor compliance, capacity, workflow indicators and follow-up across teams.
Managers
Understand the clients, jobs, WIP, productivity and debtors within their responsibility.
Staff
Access relevant personal measures and clear expectations without seeing restricted firm data.
Built around your system
Keep running the work. We’ll make it visible.
Practice Clarity connects in read-only mode and turns the information already held in your systems into a consistent Power BI reporting layer.
Xero Practice Manager
Bring timesheets, jobs, WIP, billings and client data into one connected model.
Explore XPM reporting →MYOB AE / AO
Turn practice data into interactive reporting for partners, managers and teams.
Explore MYOB reporting →FYI Elite
Extend practice and workflow data into Power BI dashboards designed around your firm.
Explore FYI reporting →See your firm more clearly
What could connected reporting change for your firm?
Book a 30-minute walkthrough and we’ll show you how Practice Clarity could work with your practice-management system, reporting priorities and team structure.