Practice management integrations
Connect the systems your firm already runs.
Practice Clarity turns the data already held in your practice systems into one consistent Power BI reporting layer—without replacing the software your team uses every day.
Featured integrations
Reporting built around your practice system.
Start with the system your firm already uses. Practice Clarity then connects the reporting across your people, clients, jobs, WIP, billings and debtors.
Xero Practice Manager
Bring timesheets, productivity, WIP, billing and client data into a consistent reporting model.
Explore XPM reportingMYOB AE / AO
Turn MYOB practice data into interactive reporting for partners, managers and team members.
Explore MYOB reportingFYI Elite
Extend available FYI Elite practice and workflow data into Power BI reporting configured around your firm.
Explore FYI reportingMore than three systems
If your firm uses it, we can explore connecting it.
Practice Clarity is not limited to one practice management platform. If the required data is available and accessible, we can assess how it can be incorporated into your reporting model.
Karbon
Extend available workflow, client and job information into connected practice reporting.
APS
Bring practice management data into a clearer Power BI reporting environment.
CCH iFirm
Use available practice data to support partner, manager and operational reporting.
GreatSoft
Explore connected reporting across the firm’s available people, client and job data.
Reckon Elite
Transform accessible practice information into structured management reporting.
Other systems
Ask us about your existing platform, database, spreadsheet or additional reporting source.
How it works
Your data stays where it is.
Practice Clarity creates a secure reporting layer around your existing systems. There is no migration and no need to change the way your team enters or manages information.
Connect
We confirm the available data and establish secure, read-only access to the relevant source systems.
Model
Your practice data is cleaned, structured and organised within a secure Microsoft environment.
Present
The information is presented through purpose-built Microsoft Power BI reporting modules.
Embed
Partners, managers and staff receive the appropriate views, access controls and training.
Built around your environment
Connected without disrupting the work.
Practice Clarity sits alongside your existing systems. Your team keeps using the software they already know while the reporting becomes clearer, faster and more consistent.
Read-only connections
Practice Clarity reads the information required for reporting without changing source-system records.
No data migration
Your practice system remains the operational source. There is no requirement to move the firm onto another platform.
Microsoft environment
Data modelling and reporting are delivered using Microsoft Azure and Microsoft Power BI.
Role-based visibility
Row-level security helps ensure partners, managers and staff see the information appropriate to their role.
Don’t see your system?
Let’s find out what your data can support.
Tell us which systems your firm uses and what you currently have to assemble manually. We’ll help you understand what a connected reporting model could look like.