The Practice Management Reporting Agent pulls practice, billing and accounting data into one current view of realization, productivity and profitability.
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The Financial Reporting Agent pulls PSA, accounting and project data together, works out margin by client and project, and keeps the dashboard current.
The Practice Management Reporting Agent pulls data from practice, billing and accounting systems into current dashboards, so partners stop waiting.
The Practice Financial Reporting Agent builds the practice P&L, costs every engagement and shows partners margin by service line, so they decide on profit.
The Practice Financial Reporting Agent chases time and expenses, builds the practice P&L and engagement margins, and sends partners the report they act on.