Intelligence · Reporting
Reporting software for accounting firms built on one record
Fees, pipeline, work, time and clients in one set of reports, because they all come from the same client record. Filter by service, team or office, drill into any number, and export when you need to.
- Ready-made firm reports
- Drill into any number
- Export or connect to BI
$412,600 — realisation 97%
On target$268,300 — realisation 92%
Steady$184,900 — recurring, monthly
Growing$96,400 — realisation 84%
Review$71,200 — 12 engagements
New$1,033,400 — across 486 clients
SumBuilt by accountants, used by the firms behind FigsFlow
The problem
Reports that disagree with each other
When pipeline, WIP and fees come from different systems, every report starts an argument about which number is right.
Reporting from several systems
- Exports stitched together in a spreadsheet
- Fees and time that do not reconcile
- Reports out of date as soon as they are built
- No way to see why a number moved
Reporting in FigsFlow
- Every report from one client record
- Fees, time and work that agree
- Live figures, refreshed as work moves
- Click through to the jobs behind any number
How it works
From question to answer
Pick a report
Start from a ready-made report for fees, pipeline, WIP, capacity or clients.
Filter
Narrow by service, team, office, period or client type.
Drill in
Click any figure to see the jobs, invoices or proposals that make it up.
Share
Save the view, export it, or send the data to your own BI tool.
What you get
Practice analytics for accountants
The reports partners and managers ask for most, ready to use and easy to read.
Fees and realisation
By service, client, team and period, with realisation against agreed fees.
Pipeline and conversion
Proposals sent, accepted and lost, and how long each stage takes.
WIP and billing
Unbilled time, ageing and invoices outstanding, in one view.
Work and deadlines
Jobs completed on time, overdue work and turnaround by service.
Capacity and utilisation
Booked and recorded time against capacity for every person.
Clients and retention
Client growth, feedback trends and renewals, firm-wide.
Why the numbers agree
One record means one version of the truth
The fee in the proposal, the time on the job and the invoice sent all belong to the same record. So the fees report, the WIP report and the dashboard always tell the same story.
When you need to go further, export the data or connect your BI tool through the API.
- Enquiries
- 214From every source
- Proposals sent
- 138Median 2 days after enquiry
- Accepted
- 91Median 4 days after sending
- Value accepted
- $318,700Annual fees
- Drill in
- Lost proposals by reasonPrice, timing, scope — each linked to its proposal
Where it sits
Every stage, measured
Reporting reads from the whole lifecycle, so you can follow a proposal all the way to a paid invoice.
Live for every firm
- Ready-made reports and saved views
- Filters and drill-down
- Export, plus API access for BI tools
Depends on your country
- Currency and sales tax presentation
- Country-specific deadline reports
Works with
Related modules
FAQ