Accounting Firm KPI Dashboards & Business Intelligence Services

FirmMetrics™ — CPA Firm KPI Dashboard

FirmMetrics™ is the accounting BI dashboard built for managing partners, firm administrators, and CFOs at CPA firms. Track realization rates, utilization, WIP aging, AR trends, and billing performance—automatically sourced from CCH Practice.

AI-generated narratives explain what changed and why, so accounting firm leadership gets partner-level KPI visibility without manual analysis. The managing partner dashboard and firm administrator views are purpose-built for accounting workflows.

WorkSight Metrics™ — Tax Firm Workflow Analytics

WorkSight Metrics™ is the operational BI solution for accounting firms running CCH Workflow. Built for managing partners and tax managers, it surfaces cycle times, bottlenecks, staff utilization, and tax return turnaround performance in real time.

With AI analyzing task patterns, handoffs, and delays, WorkSight Metrics™ gives tax practice leaders the workflow visibility they need to reduce turnaround times, balance staff load, and hit on-time completion targets.

Business Operations

When your needs go beyond standard dashboards, we build tailored analytics solutions powered by SQL modeling, Power BI Premium, and advanced AI assistance. Our custom BI work ensures every metric, calculation, and workflow insight aligns with how your business operates — no generic reporting and no one-size-fits-all templates.

Read our operational intelligence framework to see how teams phase operational BI rollouts.

Custom BI Solutions - Tailored, AI-Enhanced Reporting

Every AccountingTek BI service is built on a foundation of intelligent automation, AI-assisted insights, and real-time reporting. Whether you need financial transparency, operational performance analytics, or workflow intelligence, our tools help you make faster, smarter decisions that scale with your organization.

VectorAtlas — Operational Briefings (Beta Waitlist)

VectorAtlas is a plain-English briefing—weekly by default, daily on higher-tier plans—on how your business is doing—built for owners and operators of growing companies (roughly $5M–$150M in revenue, no hard cutoff either way), not accounting firms. It connects to the systems you already use and delivers a scored, verified-against-your-data summary by email or PDF—no dashboard to learn.

Now inviting a limited number of businesses to join our early access program before public launch, including a white-label option for CAS, bookkeeping, and advisory partners who want to offer it to clients.

Zentivue — AI-Drafted Content for Every Client

Zentivue, from our sister company ATBI Software, turns what makes your business unique into consistent, ready-to-use social posts, marketing emails, blogs, and visuals. AI guided by your brand, audience, and goals keeps your content moving while you focus on your business. Coming soon.