We’ve delivered custom reporting for firms on bespoke systems and tools outside our standard integrations.
Practice Management
Run Your Firm Like a Clockwork
Get real-time insights into productivity, profitability, and workflows so your team stays efficient, compliant, and future-ready.
Our Practice Management Solutions
XPM Dashboards
Track profitability, team productivity, and team performance. No more guessing or waiting just clear, custom dashboards that show exactly where your firm stands.
Our Practice Management Solutions
Karbon Dashboards
Get a clear view of your team’s KPIs, track project progress, and manage workflows with dashboards built for Karbon. Make informed decisions faster with up-to-date data and customisable reports tailored to your firm.
Our Practice Management Solutions
FYI Elite Dashboards
Access up-to-date reports, manage team performance, and track key metrics with dashboards that integrate seamlessly with FYI Elite. Make data-driven decisions and improve efficiency across your firm.
Integrations
Works With the Tools You Already Use
Seamlessly integrates with platforms accountants rely on, so you don’t have to change how you work.
"This was one of the best game changers to our business we have implemented! Previous to implementing dashboards, the team in our business was unware of how they were tracking in real-live time. They would have an estimate but visually did not see it until our end of month catch ups. Highly recommend it!"
Gregory Bramich
Director, Future Advisory
"The number one app for running our business! Dashboard insights is my go to for everything I need to know about my business performance, my individual performance and the performance of the team! Amazing for accountability, KPI's, WIPS, write ons and write offs, client manager reports, average hourly billing, the list goes on and on and on"
Jason Robinson
Founder, Future Advisory
"Dashboard Insights provided our firm the clarity we needed on our team KPI's, our WIP management and the data integrity of our data base. Response time from the Dashboard Insights team has been great, particularly in the early days when this software first brought to our attention issues to be addressed."
Tim Garth
Director, CATS Accountants
"Dashboard Insights provided our firm the clarity we needed on our team KPI's, our WIP management and the data integrity of our data base. Response time from the Dashboard Insights team has been great, particularly in the early days when this software first brought to our attention issues to be addressed."
Peter O'Rielley
Director, McAdam Siemon
"This is a must have addition to firms using XPM, but desire more visual reports and meaningful outputs across staff productivity, client group profitability, tax lodgement stats, WIP production targets, etc. Dashboard Insights have a great team that are very responsive on queries and feedback. Highly recommended!"
Barry Tang
Managing Principal, Count North Sydney
"It transformed our firm by boosting productivity, clarifying goals, and providing real-time visibility."
Emily Peers
Practice Manager, Yield Advisory