Reporting & Analytics

PracticePro 365 helps accounting firms unlock real-time insight into the metrics that drive performance – from clients, teams, and engagements to billing, WIP, AR, and revenue.

With Microsoft Power BI dashboards embedded directly into the platform, your firm can turn connected practice management data into clear visibility, stronger control, and
more confident decision-making.

 

Firmwide Visibility, Powered by Real-Time Analytics
BOOK a Demo

One Connected View of Firm Performance

Instead of relying on disconnected reports or manually assembled spreadsheets, firms using PracticePro 365 can access real-time dashboards that reflect the work happening across their business.

PracticePro 365 connects the operational data — clients, engagements, time, WIP, billing, AR, staff productivity, service lines, and offices — so your team can analyze performance from a single, trusted source.

  • Monitor firmwide performance from one centralized reporting environment

  • Track KPIs across clients, teams, offices, service lines, and engagements

  • Analyze WIP, AR, billing, realization, utilization, and productivity

  • Drill into the details behind the numbers without leaving the platform

  • Give leadership a more reliable view of where the firm stands

With a clearer view of performance across the firm, leaders can move faster, manage with greater confidence, and make decisions backed by data they can trust.

Reporting Built Around the Way
Your Firm Operates

Every firm measures performance differently. PracticePro 365 gives firms the flexibility to tailor dashboards, reporting views, permissions, and visibility based on firm structure, leadership priorities, and user roles.

  • Role-based dashboards for partners, managers, and staff
  • Custom reporting views by office, department, service line, or engagement
  • Permissions that help protect sensitive data
  • Export-ready visuals for leadership meetings and performance reviews
  • Scalable reporting designed for growing, multi-office firms

Embedded Microsoft Power BI Dashboards

PracticePro 365 uses Microsoft Power BI to deliver interactive, visual dashboards directly inside the platform. Firms can filter,
slice, drill down, and customize reporting views based on the metrics that matter most to their leadership team.

 

AR Dashboard

View accounts receivable by client with aging buckets and total AR. Interactive features let you filter by office, Billing Manager, Account, Service Line, and more. You can even export tables to Excel for further analysis.

WIP Dashboard

Bring unbilled work into focus with visibility into total WIP, engagement-level balances, period-sensitive activity, and aging detail across the firm. Leaders can quickly identify where WIP is accumulating, prioritize billing follow-up, and better understand how work is moving toward revenue.

Billing Dashboard

Analyze billing performance through invoice-level detail, monthly trends, budget comparisons, and year-over-year movement across multiple years. Firms gain a clearer picture of revenue activity, billing consistency, and realization trends.

Staff Dashboard

Track staff productivity, budget-to-actual performance, time entries, and engagement activity with reporting views shaped by each user’s role. Staff can view their own records, while managers and admins can access broader visibility based on their permissions.

Unified Data for Holisitc Insights

All dashboards pull data directly from PracticePro 365 system, so accounting firms never need to combine reports from different sources.
This unified approach ensures accuracy, consistency, and a complete view of your practice’s performance, enabling smarter, faster decision-making for accounting practices.

Track the Metrics That Drive Better Decisions

From executive dashboards to operational reporting, PracticePro 365 helps firms turn real-time data into better visibility,
stronger accountability, and more informed planning.

Financial Performance

WIP, AR, billing, realization, revenue trends, client profitability

Operational Performance

Workflow status, engagement progress, bottlenecks, turnaround times, deadlines

Team Performance

Utilization, productivity, capacity, budget-to-actuals, staff workload

Leadership Visibility

Office performance, service line trends, partner dashboards, firmwide KPIs

Stop Waiting on Reports. Start Leading with Real-Time Insight.

PracticePro 365 gives accounting firm leaders the visibility to understand performance, manage capacity, and act on firm data with confidence.

With connected reporting and embedded Microsoft Power BI dashboards, your firm can move faster,
lead smarter, and make better decisions from one unified platform.
BOOK a Demo