The Platform
One platform.
One source of truth.
Practice Clarity is a complete practice management reporting platform built on Microsoft Power BI, purpose-built for accounting firms with 5 or more staff. Every firm gets the same modules, and each works in any browser, on mobile, or on the boardroom screen, with no new login required.
What's inside
Most firms with 5 or more staff run on lagging indicators. WIP write-offs get discovered at month-end, not while they're still avoidable. Timesheet compliance gets chased over email. Debtor follow-up happens reactively. Practice Clarity replaces all of that with a single, always-current view, built for the people who actually run the firm.
See exactly who has and hasn't completed their timesheet, every day, colour-coded against target, filterable by manager, partner, staff member and staff type. No more email chains asking whether someone's done their timesheet.
A weekly and monthly leaderboard of top performers, staff above target, and anyone with outstanding timesheets, ready for your Monday morning huddle.
The master productivity table: billable hours, non-billable hours, capacity-reducing hours, and productivity % against KPI, for every person in the firm.
Drill into any one team member's hours by category, client and job type, trended over time. Built for one-to-ones and performance reviews.
Full line-level detail for complete audit visibility.
Total unbilled work by client, partner, staff and job type.
See exactly how much work is sitting at risk in each ageing band, before it becomes a forced write-off.
Full transaction-level backup, plus visibility of unallocated interim billing so nothing slips through the cracks.
Invoiced revenue, write-offs and trends across the firm.
Recoverability by team member, measured against your firm's KPI, so you know exactly who is and isn't recovering their time.
The same recoverability lens applied to clients, so you can see which relationships are genuinely profitable.
Outstanding receivables by client, manager and partner, broken into ageing bands.
Invoice-level backup for every outstanding dollar.
A genuine cash flow forecast, separating overdue amounts from what's expected this week, next week and last month.
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.
Personal Dashboards for Every Team Member
Roll it out past the partners, without exposing the firm's numbers.
Give every staff member their own secure, self-service view of their own timesheet compliance, productivity and billing performance, never anyone else's. It builds accountability and ownership across the whole team, without exposing sensitive firm-wide financials or creating a single extra manual report for you.
Full firm-wide visibility: every staff member, every client, WIP, billings and debtors, with drill-through to any individual transaction.
Each employee sees their own timesheet compliance, productivity and recoverability only. No colleague comparisons, no firm financials.
Why it's different
Unlike static month-end PDF reports, every screen in Practice Clarity is fully interactive. Filter by partner, manager, staff, client or date range, and drill straight down to the underlying transaction. It's not a report. It's a live cockpit for the firm.
How it Works
Read-only connection. Secure Azure layer. Live Power BI.
Your practice system
Connected read-only. Nothing changes in how you manage jobs, timesheets or invoices.
Secure Azure warehouse
Data modelled and cleansed for historical trend analysis point-in-time reports can’t provide.
Microsoft Power BI
Live dashboards with row-level security, refreshed automatically, on browser or mobile. Set an alert on any threshold and it finds you, so no one has to go looking for a problem.
If your firm uses it, we can connect to it.
XPM, MYOB AE and FYI Elite are our most common starting points, but the list below keeps growing. If you don't see your system, ask us. The answer is almost always yes.
Built for every level of the firm
Row-level security means everyone sees exactly what they need, and nothing they shouldn't.
Want to see it in action?
We'll walk you through the platform and how it connects to your practice management system.