ACCOUNTING PRACTICE POWER BI REPORTING PLATFORM
One platform.
Every practice number connected.
Bring timesheets, productivity, WIP, billings, recoverability and debtors together in one interactive Power BI reporting suite, built specifically for accounting firms.
The reporting suite
Follow performance from capacity to collected cash.
Practice Clarity connects the measures that are usually reported separately. See whether available capacity became productive work, whether that work was billed and recovered, and whether the resulting invoice was collected.
Timesheets
Confirm the time behind every downstream performance measure.
Productivity
Compare productive hours and capacity against firm targets.
WIP
Identify ageing and problem jobs while there is still time to act.
Billing and recovery
See whether the work performed became profitable revenue.
Debtors
Separate overdue amounts from the cash expected next.
Turn trusted reporting into trusted AI answers.
Practice Clarity combines Microsoft Fabric and Microsoft Copilot with a purpose-built reporting model for accounting firms. Partners and managers can ask questions in natural language while remaining grounded in trusted business definitions, security and role-based access.
Built for Accounting Firms
Purpose-built semantic reporting model.
Microsoft Fabric
Enterprise reporting and AI foundation.
Role-Based Security
Users only see what they're authorised to access.
Natural Language
Ask questions instead of creating reports.
Example Questions
Which clients have more than 90 days of WIP?
Which managers are below productivity target this month?
What changed in our debtor position since last month?
People and performance
Know the time was entered. Then understand where it went.
Timesheet compliance establishes whether the data is complete. Productivity reporting then turns that time into clear, evidence-based conversations about capacity, performance and where the team needs support.
Stop chasing timesheets manually.
See exactly who has and hasn’t completed their timesheet, every day, colour-coded against target and filterable across the firm.
- ✓ Daily and weekly completion status
- ✓ Filter by partner, manager, team or staff type
- ✓ Drill through to every timesheet entry
Fewer email reminders and more complete data behind every report.
Turn concerns into clear conversations.
Compare billable, non-billable and capacity-reducing hours against individual and firm-level targets.
- ✓ Firm-wide productivity and capacity view
- ✓ Individual staff performance trends
- ✓ Client, job-type and time-category detail
Performance conversations based on evidence instead of assumptions.
Free guide
Know which numbers turn capacity into cash.
Discover the 10 numbers that reveal whether your firm is converting staff capacity into productive work, billable WIP and collected revenue—and where value may be delayed or quietly lost.
- 01 Capacity and production
- 02 WIP and recoverability
- 03 Billing and collected cash
Enter your details and the guide will be sent directly to your inbox.
Module 03 · Work in progress
Catch write-offs while they’re still avoidable.
See where WIP is accumulating, how long it has been sitting and what caused it to move. Drill from the firm-wide position into individual clients, jobs, partners, staff members and detailed time entries.
See the current position
Understand exactly where WIP is sitting across clients, jobs, partners and staff.
Expose ageing early
Separate current work from 30, 60, 90 and 180-plus-day WIP before recovery becomes difficult.
Understand every movement
Track WIP on, WIP off, invoices, disbursements and unallocated interim fees over time.
Drill into the detail
Move from the headline figure to individual transactions and detailed timesheet entries.
Problem jobs surface in weeks instead of becoming month-end surprises.
Module 04 · Billings and recoverability
See where margin is being protected, or lost.
Revenue alone does not tell you whether the work was profitable. Practice Clarity connects billing results back to the people, clients, jobs and WIP behind them so you can understand what your firm is genuinely recovering.
Understand recoverability
Compare the amount billed with the value of the time and WIP that produced it.
Find margin leakage
Identify clients, jobs and service areas where write-offs are reducing profitability.
Compare performance fairly
Review billing and recovery by staff member, manager, partner and client, not only total revenue.
Keep approvals moving
Surface draft fees awaiting approval before they create unnecessary billing delays.
Partners can act on declining recovery and delayed billing before lost margin becomes embedded in the firm’s results.
Module 05 · Debtors
Turn collections from reactive to proactive.
See what is overdue, what is expected this week and what is due next. Practice Clarity gives partners and managers a shared collections view across clients, invoices, staff and responsibility levels.
Know what is outstanding
See the total debtor position by client, manager, partner and invoice type.
Separate old from recent
Break outstanding balances into ageing periods so the oldest risks rise to the top.
See what is due next
Distinguish overdue invoices from payments expected this week and next week.
Assign clear ownership
Connect every balance to the responsible manager, partner, client and underlying invoice.
Collection conversations begin before invoices become serious cash-flow problems—not weeks after they are already overdue.
Why Practice Clarity is different
One model. Every number connected.
Most reporting tools show isolated outputs. Practice Clarity connects the entire path from available capacity and timesheets through WIP, billing, recoverability and collected cash.
One connected reporting model
Capacity, productivity, WIP, billings and debtors are connected, so partners can follow performance from the original cause to the final financial outcome.
Built for accounting firms
The calculations, language and reporting modules already reflect how accounting firms operate. Nothing has been adapted from a generic business dashboard.
Detail behind every number
Move from the firm-wide position into the partner, manager, staff member, client, job, invoice or transaction responsible.
Everyone works from the same reporting model, with the right level of visibility for their role.
Live in six weeks
Read-only connection. Secure Azure layer. Live Power BI.
Practice Clarity connects to your existing practice-management data without replacing the systems your team uses to run the work.
Connect
Read-only access is established with your existing practice-management system.
Model
Your data is cleaned, structured and secured in a Microsoft Azure environment.
Present
Purpose-built Power BI reporting is configured around your firm and reporting priorities.
Embed
Partners, managers and staff receive the right views, access and training.
If we kick off this month, your firm can be live next month.
Implementation scope and access requirements are confirmed before work begins.
Built around your systems
Keep running the work. We’ll make it visible.
Your team continues using its existing practice-management software. Practice Clarity turns that operational data into one consistent reporting model.
Xero Practice Manager
Connect timesheets, WIP, jobs, billings and client data.
MYOB AE / AO
Turn practice data into interactive reporting for the firm.
FYI Elite
Extend practice and workflow data into Power BI reporting.
Karbon
Connect workflow information to practice-performance reporting.
APS
Create firm-wide visibility from existing practice data.
CCH iFirm
Bring operational data into consistent management reporting.
Don’t see your software listed?
If your system provides suitable access to the required data, we can assess it as part of the implementation scope.
Built for every level of the firm
Every person sees what they need to act.
Row-level security gives people the information appropriate to their responsibilities—without creating separate spreadsheets or reporting packs.
Partners and directors
See overall performance, risk, profitability and the areas requiring leadership attention.
Managers
Monitor teams, clients, jobs, WIP, billing and debtor responsibility within their portfolio.
Practice managers
Track compliance, capacity, workflow and reporting consistency across the firm.
Staff members
Understand their own timesheets, productivity, work and performance measures.
Everyone works from the same reporting model while seeing exactly what their role permits.
See your firm more clearly
What could connected reporting change for your firm?
Book a walkthrough and we’ll show you how Practice Clarity could work with your practice-management system, reporting priorities and team structure.