Dashboards

What's new:

Keep a pulse on your firm's health with live data, easy-to-read visualizations, and the ability to save and share data and data visualizations. The answers you get from live data help you to make data-driven decisions for your firm, including insights on clients, tasks, billing, time, or other areas of your practice. Without data, you're shooting in the dark, and there's no knowing how your business decisions are helping or hindering your firm. Each dashboard is available based on the purchase of the corresponding module.

General availability will be June 6th. 

Why it matters:

Data-driven decisions are going to help you fine-tune your accounting firm. With your data and data analysis tools under the same roof, you can know what is happening with your firm anytime. With dashboards, you can:

• • Spend less time analyzing data.
  • Accelerate speed to insights (live data, no exporting, searchable).
  • Keep a finger on the pulse of your practice (trending data, scheduled reports, alerts).

Uncover unknowns: Dive deep into your firm's data to find out where you're most profitable, where you're losing money, who's the most efficient on your team, and more.

• • No more blind spots.
  • Use your data to identify more revenue-earning activities or changes you can make quickly.
  • Make better business decisions.

Democratize data: It's hard to argue with data. When you arm your firm with actionable data, you open up the floodgates for innovation and problem-solving — no background in data analysis is needed!

Where to find it: 

Check out the Reporting section on each of our product pages to learn more!

Client Management

Workflow

Time & Billing

Get started:

Learn more about how insights into your data will help enable success at your firm.