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Operations Management Software for Accounting Firms

FinnDesk is operations management software for accounting firms that want the whole practice on one screen. Configurable dashboards show tasks, deadlines, billing and team activity in real time, so partners know where things stand without asking.

  • Role-based dashboards for partners, managers and staff
  • Live task, deadline and billing widgets
  • Client health and at-risk alerts at a glance
  • Fully configurable — show what your team actually needs
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Dashboard

LIVE

14

Tasks due today

  • ITR Filing · Orbit Labs Due today
  • Invoice #1042 · Nexa Retail Overdue
  • GST Filing · Aperture Co In progress
  • Audit Review · Vertex Inc On track
  • Payroll · Internal Pending

Tasks due today

14

Overdue invoices

3

Clients at risk

2

10 sec

To know your practice status each morning

60%

Fewer status-update messages sent internally

100%

Of the team working from the same live data

What Dashboards does for your accounting firm.

01

Role-based views

Partners see firm-wide revenue and WIP. Managers see their team's workload and capacity. Staff see their own tasks and deadlines. One platform, three different relevant views.

02

Deadline widget

Every compliance deadline, client deliverable and internal task due in the next 7, 14 or 30 days — sorted by urgency and filterable by client or type.

03

Billing and WIP overview

Total invoiced, collected and outstanding this month. Work in progress by client and by team. Revenue gaps surface before the month closes.

04

Client activity feed

See which clients have responded to document requests, which invoices have been opened, and which accounts have had no activity this month.

05

Team workload snapshot

Each team member's task count, hours logged and completion rate for the current period — in a single widget that updates in real time.

06

Configurable layout

Drag, resize and pin the widgets that matter to your role. Configurations save per user so every team member sees their own version.

Four steps, and then it looks after itself.

Configuration is a one-off. After that the module runs on your schedule and only asks for a human when something genuinely needs one.

  1. 1

    Open FinnDesk

    Your dashboard is the first screen you see. No navigation required to know what needs attention today.

  2. 2

    Act on alerts

    Click any overdue task, pending invoice or at-risk client directly from the dashboard widget to take action immediately.

  3. 3

    Customise

    Add, remove and rearrange widgets to match your role. A partner's dashboard looks different from a junior's — by design.

  4. 4

    Share a snapshot

    Export a dashboard snapshot as a PDF for a partner meeting or a client review without leaving the screen.

Dashboards for accounting firms, answered

What should an accounting firm track on an operations dashboard?

Most firms watch overdue and upcoming deadlines, work in progress by team, unbilled work, outstanding receivables and staff workload. FinnDesk lets each partner or manager configure the view they need.

Can every team member have a different dashboard?

Yes. Dashboards are personalised per user. Widgets, layout and date ranges are saved individually. A partner and a junior can both open FinnDesk and see the view most relevant to them.

Does the dashboard update in real time?

Yes. All widgets pull live data from FinnDesk. A task completed by a team member appears as done on the dashboard within seconds — no refresh needed.

Can we create a shared dashboard for morning standups?

Yes. A dashboard can be shared as a view-only link or displayed on a screen in the office. It updates live so the team is always looking at current data.

Does the dashboard show data from all FinnDesk modules?

Yes. Tasks, billing, clients, attendance, compliance and team performance all feed into dashboard widgets. You choose which modules to surface on each view.

Still have a question? Talk to us

Pairs well with

18

Analytics

Live dashboards and reports across clients, tasks, billing and team — so decisions are based on data, not instinct.

19

Timesheet

Log time against clients and tasks so every billable hour is captured and every invoice is accurate.

20

Chat

Team messaging built into your workspace — keep conversations next to the work they are about.

Put Dashboards to work this week.

Start with this module alone, or switch on the rest of the platform alongside it. Either way, setup takes minutes rather than a quarter.

I'd rather see a demo first

14-day free trial · No credit card · Setup in under 10 minutes