Connect Your Data, Make Smarter Business Decisions

Tailored for accountants and professional services. Empower your team with dashboards and reporting that offer deep financial, project, and advisory insights—tailored to your industry.

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Trusted by hundreds of professional businesses

Get the Insights You Need, When You Need Them

See the full picture in real-time

Save time by reducing manual work

Make better decisions, faster

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See the full picture in real-time

Stop working with outdated numbers. You always know exactly where your business or clients stand, whether it’s performance, profitability, or project status

Save Time by Reducing Manual Work

Automate reporting and data consolidation. Spend less time pulling numbers together and more time on the work that matters.

Make Better Decisions, Faster

Get the right information at the right time, so you can find new opportunities and make decisions that help your business grow.

Who’s it for

For Accountants & Bookkeepers

For Professional Services

For Other Industries

Accountants & Bookkeepers

Keep everything in check. Get real-time updates, simplify your reporting, and spend less time pulling numbers so you can give better advice and help your clients grow.

Find the Right Dashboard for Your Practice

Professional Services

Stay on top of your projects with real-time updates on progress, deadlines, and team performance. Spend less time on admin work and more time delivering results that keep your clients happy.

Find the Right Dashboard for Your Business

Other Industries

Get a clear view of your numbers and operations, all in one place. Track performance, manage your resources, and make decisions that help your business run smoothly and grow.

Find the Right Dashboard for Your Needs

We take helping businesses make smarter decisions seriously, that’s why we we’re named Xero’s AU App Partner of the year FY24

Explore our dashboard solutions

Xero Practice Manager

WorkFlowMax by BlueRock

Advisory

Karbon

FYI Elite

Xero Practice Manager Dashboards

See How Your Firm’s Really Performing

Track profitability, team productivity, and client performance in real-time. No more guessing or waiting—just clear, custom dashboards that show exactly where your firm stands.

Start with XPM Dashboards

WorkflowMax by Bluerock Dashboards

Stay on Top of Every Project

See real-time updates on progress, team workloads, and deadlines, so nothing falls through the cracks.

Start with WorkflowMax Dashboards

Advisory Dashboards

Give Clients a Clear View of Their Finances

Help your clients see the bigger picture with Get financial insights, run scenario planning, and compare benchmarks, all in one place,

Start with Advisory Dashboards

Karbon Dashboard

Keep Your Practice Running Smoothly

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 real-time data and customisable reports tailored to your firm.

Start with Karbon Dashboards

FYI Elite Dashboards

Stay Ahead with Real-Time Business Insights

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.

Start with FYI Elite Dashboards