Reports these firms build
- Utilisation and billable hours against target
- WIP and lock-up
- Debtors and aged receivables
- Revenue and profit by client, service line and partner
- A monthly partners' or board pack
How it works
Connect your practice management and accounting exports, describe the report, review it and approve it. It's published in your own Power BI, under your own security.
Questions
Can partners see only their own numbers?
Yes, with row-level security, quoted as an add-on.
See it on your own numbers
A 30-minute call, then a 7-day pilot on a sample of your data at no charge. Your data is deleted at the end unless you go ahead.
Book a 30-minute callSee pricingMore on Daxwell
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