Reporting and analytics
Firm reporting you can follow back to a record
Most firm reporting is a spreadsheet someone rebuilds at month-end from data that was stale when it was exported. FigsFlow reports on the work as it happens, and every figure opens the job, timesheet line or deal it came from.
- No monthly export to rebuild
- Every figure drills to a record
Firm view
Partner dashboard
- Jobs at risk3 due within 5 business days7
- Unbilled WIPOldest line · 41 days$48.2k
- RealizationBusiness returns · below target68%
- Waiting on client9 chased this week23
Illustrative figures. On a real dashboard every tile opens the underlying record.
Where the numbers come from
Reporting is a by-product of the work.
Nobody keys anything in twice. The figures come from the modules your team already uses to do the job, which is why they can be trusted on a Monday morning.
Jobs, tasks and deadlines
Every job has an owner, a stage and a due date, so the reporting already knows what is late, what is close and what has not started.
Timesheets and billing
Recorded time against the fee agreed at proposal is what turns activity into realization, WIP and profitability.
Team and capacity
Assigned hours against available hours, per person and per week, so overload shows before it becomes a missed deadline.
Follow one number
Realization is 68%. Five clicks to why.
A headline figure is only useful if the conversation it starts can be finished. Open it until it stops being a number and becomes something someone can fix.
- Split by client: three engagements carry most of the shortfall
- Split by stage: the hours sit in the stage that waits on client records
- Open the timesheet lines: repeated short entries for chasing the same schedule
- The finding: a records problem, not a pricing one, so fix the request process or the scope at renewal
Halloran Inc. · hours by stage
Business return · rolling 12 months
- Records chaseStage58%
- PreparationStage22%
- ReviewStage13%
- FilingStage7%
Connected modules
Every module contributes a column.
Where it stops: this reports on how your firm runs, not on your clients’ accounts, and it is not a BI platform. Realization is only as good as the timesheets behind it.
- Firm dashboard
The daily view these figures land on, before anyone asks for a report.
- Time and billing
Realization, unbilled WIP and profitability all start here.
- Team and capacity
Assigned against available hours, per person and per week.
Bring the number you cannot answer today.
Thirty minutes. Come with the question your last partner meeting could not settle, and we will show you where the answer would come from, or tell you plainly that it would not.
Start Smarter. Grow Faster.
From proposals to pricing, streamline every step with automation designed particularly for accountants, bookkeepers and tax advisers.