Transform Accounting Firm Data into Actionable Insights with
PracticePro 365 and Power BI
Leverage PracticePro 365 Power BI dashboards for real-time analytics, customizable views, and actionable insights to make smarter decisions for your firm.
Ready to unlock the power of your accounting firm’s practice data?
Comprehensive Power BI Integration for Accounting Practices
PracticePro 365 seamlessly integrates with Power BI, transforming your accounting firm’s data into actionable, real-time insights. Dashboards are fully customizable, allowing your firm to modify existing views or create new dashboards tailored to your practice management needs.
Diverse Range of Standard Dashboards
PracticePro 365 provides a suite of standard dashboards covering critical areas of practice management, all drawing from a single, unified database for consistent and accurate data:
AR Dashboard:
View accounts receivable by client with aging buckets and total AR. Interactive features let you filter by office, and you can even export tables to Excel for further analysis.
WIP Dashboard:
Track total work-in-progress, WIP by engagement, and WIP aging to monitor how long WIP has been awaiting invoicing.
Billing Dashboard:
See billings over time with year-over-year comparisons across multiple years, providing a clear view of trends by month.
Staff Dashboard:
Analyze budget-to-actual productivity by person, filtered by department (e.g., Tax, Audit) to get targeted insights into staff performance.
Unified Data for Holistic 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.
Interactive and Customizable
Every dashboard is interactive, allowing your team to filter, slice, and drill into data. If needed, your accounting firm can add new dashboards or request customizations, ensuring you get the exact insights you need—while keeping all analytics centralized for practice management.
Unlock Actionable Insights with PracticePro 365
Gain a complete view of your practice’s performance, leverage interactive dashboards, and make smarter decisions to drive your accounting firm forward.