Built for accounting practices. Not adapted for them
Practice Clarity BI is a fully managed reporting platform — built specifically for accounting and professional services firms. We handle everything technical. You get a live, accurate picture of your firm, delivered through the Microsoft tools your team already uses.
Three steps.
1: We connect to your practice software
We extract structured, read-only data from your practice management system — XPM, MYOB AE, FYI Elite, or whichever platform your firm runs. Your systems keep running exactly as they do today. Nothing changes at your end.
2: We model your data for reporting
We build a secure reporting layer structured specifically around how your firm works. We meet with you first — understand your structure, your pain points, what your partners actually need to see — and configure the system to match. This isn’t a generic setup. It’s built for your firm.
Got other data sources beyond your practice system — HR, CRM, project tracking? We can bring those in too, giving your firm one place where everything connects.
Think of it as giving your existing systems a set of windows they’ve never had before — without changing anything underneath.
3: Delivered through Microsoft Power BI
Microsoft Power BI — the world’s leading BI platform, already in most firms’ Microsoft ecosystem — delivers live, interactive dashboards. In your browser, on your phone, on the boardroom screen. Every number automated, current, and consistent. No manual exports. No reconciliation. No waiting for month-end.
Live in six weeks. Here’s why.
Most BI projects take months. Ours take six weeks. That’s not a claim — it’s the result of how we work.
We’re accountants, not IT consultants. We already understand how your firm operates, what your data means, and what you actually need to see — without spending weeks on basics.
We know your software. We’ve worked extensively with XPM, MYOB AE, FYI Elite, and every other major platform. We know the data structures, the quirks, the gaps. We’ve already solved the hard problems.
We have a proven starting point. Practice Clarity BI comes with a standard suite of accounting-specific reports. We don’t start from a blank page — we start from something that already works and configure it to your firm on top of that.
Six weeks to live. No disruption to the day-to-day.
Week 1Kickoff meeting. We understand your firm structure, reporting priorities, and specific requirements. Data access confirmed.
Week 2Data modelling. We structure and configure the reporting layer around your firm.
Weeks 3–4Dashboard build across all core reporting modules, configured to your firm.
Week 5Partner and manager rollout. Training sessions delivered. Reports in front of the people who need them.
Week 6Feedback incorporated. Full firm rollout complete.
If we kick off this month, you’re live next month.
“When we build something useful for another firm, you get it too.” That’s the compounding value of a managed platform over a one-time build.
Everything, managed.
What’s Included:
Full implementation and configuration, tailored to your firm
Connection to your practice management system (any platform; multi-source available)
Full core reporting module suite
Power BI Pro licences — included, no separate Microsoft cost
Row-level security — partners and managers see exactly what they’re meant to see
User access management and onboarding
Usage monitoring and proactive performance oversight
Up to 5 hours/month support — changes, additions, user management, maintenance
Ongoing platform improvements, rolled out automatically
Training sessions and self-paced onboarding videos
Every number your firm should already have.
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Live WIP ageing, billing trends, unbilled jobs, and recovery rates — by partner, division, or service line.
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Fee earner productivity against target, utilisation rates, and timesheet consistency across the firm.
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Individual partner profitability, divisional margins, and service line contribution — objective, consistent, current.
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Debtor ageing, cashflow trends, and billing cycle analysis. Know exactly where your working capital is sitting.
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Trend analysis on WIP movement — is the pool growing, stalling, or clearing? Understand your firm’s work rhythm.
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Patterns in timesheet behaviour — late submissions, anomalies, recovery outliers. The data that tells you where process is breaking down.
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Which staff are your most profitable? Which clients? Recovery rates, write-offs, and margin contribution at the individual level — the data that shapes resourcing and pricing decisions.
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Who’s logging in, what they’re viewing, and how often. There’s no point having a reporting platform if your team isn’t using it — usage data keeps adoption on track.