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FigsFlow

Run the work · Capacity

Capacity planning for accounting firms before the crunch

FigsFlow adds up the time budgeted on every job and sets it against each person’s available hours, week by week. You see who has room, who is overloaded and which deadlines are bunching up, while there is still time to move work.

  • Workload by person and week
  • Built from real job budgets
  • Reassign in one move
Practice manager planning the week at a laptop in a bright office
2 jobs reassignedLoad balanced
Leave bookedCapacity adjusted

Happy on FigsFlow

  • Taxule
  • Ledgian
  • Sterling Wells
  • UK Property Accountants
  • Crane & Partners
  • Property SPV

The problem

Overload is visible only when it is too late

Most firms find out someone is overloaded when a deadline slips or a good person resigns. By then the work has already bunched up.

A team gathered around a table working through a heavy workload
Firm loadnext 12 weeks
Planning by gut feel
Planning in FigsFlow
Allocation
Work is given to whoever said yes last
Load built from the time budget on every job
Hours
Leave and part-time hours are forgotten
Leave and working hours set real capacity
Assignment
The busiest people get the newest clients
New work goes to the people with room
Peaks
Peaks are discovered in the week they happen
Peaks show weeks ahead on the timeline

How it works

Capacity from the work itself

  1. Set hours

    Record each person’s working pattern, leave and non-client time once.

  2. Budget jobs

    Time budgets come from your templates, so every job carries its expected hours.

  3. See the load

    FigsFlow spreads each budget across the weeks before the target date.

  4. Rebalance

    Drag work between people or weeks and watch the load update.

What you get

Resource planning for accountants

The view a manager needs on a Monday morning, kept up to date by the work as it moves.

01

Workload timeline

Booked hours against capacity for every person, week by week, colour and label together.

02

Team and role views

Group by team, office or role to see where the pressure really sits.

03

Leave and working hours

Holidays, part-time patterns and training reduce capacity automatically.

04

Drag to reassign

Move a job to someone else or another week, with the owner told straight away.

05

Peak warnings

Weeks where the firm is over capacity are flagged well before they arrive.

06

Hiring evidence

See sustained over-capacity by role, the evidence a partner needs to hire.

One person, one week

Know exactly what someone is carrying

Open anyone’s week to see the jobs behind their hours, the deadlines inside it and the leave around it.

Because the hours come from job budgets, the picture stays current as jobs are created, finished or moved.

See jobs and workflow →

Manager and team member discussing the week ahead in the office

Where it sits

The view between signed and delivered

Capacity reads the jobs created by signed letters and the budgets in your templates, and it shapes who does the work.

  • Feeds the plan
  • Where capacity is planned
  • After the plan
  1. 01Engagement letters
  2. 02Templates
  3. 03Jobs
  4. 04Capacity
  5. 05Time
  6. 06Billing
Inside the capacity viewOne person’s week, and what feeds itLive load

Comes in

  • From jobs

    5 jobs with target dates this week

  • From templates

    Time budget on every job

  • From working hours

    Full time, no leave booked

S. Gurung

12 to 16 October

Over
  1. Set hours
  2. Budget jobs
  3. See the load
  4. Rebalance
SGOwnerS. Gurung
RBSuggestedR. Basnet

Booked 42:00 of 37:30

Goes out

  • Back to jobs

    Harbour Group moved to R. Basnet

  • To time and billing

    Actual time against the plan

Live for every firm

Everywhere
  • Workload timeline and team views
  • Working hours and leave
  • Drag-to-reassign with notifications

Worth knowing

By region
  • Capacity is only as good as your job budgets
  • Public holidays are set per office location
See what is live in your country

Works with

Related modules

Runs the work. The work behind every booked hour.

Explore jobs and workflow

Sets the hours. Where job time budgets come from.

Explore workflow templates

Checks the plan. Actual time against the plan.

Explore time and billing

Shows the firm. Capacity beside pipeline and WIP.

Explore firm dashboard

FAQ

Questions firms ask us.

Where do the booked hours come from?

From the time budget on each job, which comes from its workflow template. FigsFlow spreads that budget across the weeks before the job's target date.

Does it account for leave and part-time staff?

Yes. Working patterns, leave and non-client time are set per person and reduce their available capacity automatically.

Can managers move work between people?

Yes. Drag a job to another person or week. The new owner is notified and the load view updates straight away.

Can we see capacity by team or office?

Yes. Group the view by team, office or role to see where the pressure sits across the firm.

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