Skip to content

Workload Management Software for Accounting Firms

FinnDesk is workload management software for accounting firms that plan each week against real capacity. See every person’s assigned work next to their available hours, rebalance before deadlines pile up, and review at week’s end where the time actually went.

  • Capacity net of leave, holidays and meetings
  • Drag-and-drop commitment with overload warnings
  • Burndown and honest end-of-sprint review
Start free trial Book a demo

Sprint 24 · Week 2

ACTIVE

88%

Committed scope on track to close

  • Committed points 148
  • Completed 112
  • In review 24
  • Blocked 6
  • Overloaded members 2

Capacity

1,104 hrs

Committed

972 hrs

Velocity

141 avg

88%

Committed scope delivered

− 32%

Sprint overcommitment

2 min

To plan a full week

What Sprint Planner does for your accounting firm.

01

Real capacity

Available hours are calculated net of approved leave, holidays and recurring meetings, per person.

02

Overload warnings

Assign past someone’s capacity and the planner tells you before the sprint starts, not during it.

03

Backlog grooming

Prioritise, estimate and split work in the same place you plan it.

04

Burndown

Track progress daily and see the slip early enough to renegotiate scope.

05

Carryover handling

Unfinished work rolls forward with its history intact, so velocity stays honest.

06

Retrospective notes

Capture what to change while it is fresh, and carry the actions into the next sprint.

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

    Groom

    Prioritise and estimate the backlog.

  2. 2

    Plan

    Commit scope against real, leave-adjusted capacity.

  3. 3

    Run

    Track burndown and unblock daily.

  4. 4

    Review

    Close the sprint, roll carryover forward, and log retro actions.

Sprint Planner for accounting firms, answered

What is workload management for accounting firms?

It balances the work assigned to each person against the time they actually have, so deadlines are met without overloading a few people. FinnDesk plans work in weekly sprints and shows capacity and completion by person.

Does capacity account for leave?

Yes. Approved leave from the attendance module and location holiday calendars are deducted automatically.

Do we have to use story points?

You can plan in points or hours. The planner reports both against capacity.

What happens to unfinished work?

It carries into the next sprint with its full history, and velocity is calculated on completed work only.

Does it connect to task management?

Sprint items are tasks, so anything planned here is the same record your team works in day to day.

Still have a question? Talk to us

Pairs well with

17

Dashboards

Your entire practice at a glance — tasks, billing, deadlines and team activity on one configurable screen.

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.

Put Sprint Planner 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