Skip to content

Profitability Management Software for Accounting Firms

FinnDesk is profitability management software for accounting firms that want decisions based on data. Reports across clients, services, billing and team show where revenue comes from, which work is unbilled, and which clients and services are worth the time they take.

  • Live revenue, WIP and collection dashboards
  • Team utilisation and task completion by member
  • Client health scores and at-risk alerts
  • One-click export to PDF or Excel
Start free trial Book a demo

Analytics

LIVE

$21.6K

Revenue this month

  • Collected · Oct $21.6K
  • WIP · In progress $7.3K
  • Overdue invoices $1.3K
  • Tasks completed 94%
  • Utilisation · Team avg 87%

Active clients

142

Tasks on track

94%

Collection rate

91%

91%

Invoice collection rate for active firms

15%

More revenue captured vs spreadsheet tracking

0

Spreadsheets needed for partner review meetings

What Analytics does for your accounting firm.

01

Revenue and billing dashboard

See total invoiced, collected and outstanding for any period. Drill down by client, service or team member to find where revenue is leaking.

02

Work-in-progress tracker

Know the value of work that is started but not yet invoiced. WIP by client, by service code and by team member — updated as tasks close.

03

Team utilisation reports

Billable vs non-billable hours by team member and by period. Spot over-capacity early and rebalance workloads before deadlines slip.

04

Client health scores

Each client gets a health score based on task completion, invoice payment behaviour and communication response rate. At-risk clients surface automatically.

05

Compliance completion rates

Track what percentage of scheduled filings were completed on time — by client, by filing type and by team. Your audit trail is built in.

06

Export and schedule

Export any report to PDF or Excel on demand, or schedule it to land in your inbox on the first of every month.

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

    Connect your data

    Analytics draws from tasks, billing, attendance and clients already in FinnDesk — no manual import or separate data entry.

  2. 2

    Pick your view

    Choose from pre-built dashboards for revenue, WIP, compliance, team and clients, or build a custom view.

  3. 3

    Set alerts

    Configure thresholds — overdue invoices above a value, utilisation below a target — and get notified before a problem becomes a crisis.

  4. 4

    Share and schedule

    Share a live dashboard link with a partner or schedule a monthly report to arrive automatically.

Analytics for accounting firms, answered

How does FinnDesk help an accounting firm manage profitability?

Because time, tasks and invoices live in the same system, FinnDesk reports revenue, collections and time spent by client, service and team member — showing where margins are healthy and where work is under-priced or unbilled.

Does Analytics pull data from all FinnDesk modules automatically?

Yes. Analytics is connected to tasks, billing, clients, attendance, timesheets and compliance — everything updates in real time as your team works.

Can I create custom reports for specific clients or services?

Yes. Reports can be filtered by client, service code, team member, date range and status. Save any filter set as a named report for quick access.

How far back does the data go?

Analytics covers the full history of your FinnDesk account from day one. Historical comparisons — this month vs last month vs same month last year — are built into the standard dashboards.

Can partners see only their own client portfolio?

Yes. Role-based permissions mean each partner sees their own portfolio dashboard. Firm-wide views are available to managing partners and admin roles only.

Still have a question? Talk to us

Pairs well with

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.

21

Mentions

Tag teammates, clients or tasks in any comment or message to route information instantly.

Put Analytics 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