Get clarity. Boost profitability.
Unlock Complete Operational Visibility
Struggling to pinpoint where your practice leaks profits or where the bottlenecks are in your team? Turn practice data into insight with the Insights Hub, included in BrightManager.
Get data at-a-glance to identify profit leaks, accelerate cashflow, and make confident decisions to drive your practice growth. With seven built-in reports, Insights Hub gives you even more value from your BrightManager subscription.
Explore your practice insights
Unbeatable Insights in Reporting for Accountants
Understand What’s Profitable
Productivity by staff
Wondering who’s overworked, underutilised, or spending too much time on non-billable work? Check the time each person logs vs their target hours, plus what percentage is billable.
Profitability by client
Identify your most valuable client relationships when you break down profitability by client to understand which clients drain resources and which generate profit on time.
Identify and Solve Blockers
Aged WIP by staff
Ease cash flow with full visibility of exactly what needs invoicing urgently. See unbilled work grouped by how old it is (30, 60, 90+ days) and which staff member has ownership.
Aged WIP by client
Understand which clients to invoice first, get on top of forgotten billing, and get paid on time. Sort clients by age of WIP to manage and reduce unpaid work.
Resolve Unnecessary Delays
Tasks by latest action
Unjam your workflow with tasks reporting that reveals where work gets stuck and which task types cause the biggest delays.
Task turnaround time
Flexible reporting to understand how long tasks take to move between any two stages you select to measure efficiency and set realistic deadlines.
Chargeable time
Measure your team’s performance on revenue generation and administration time with breakdown reporting on billable vs unbillable hours by staff member.
Designed for decision making
New: Specialised Reporting Engine
Supporting these reports is our completely redesigned infrastructure featuring a reporting engine that puts you in control. You can now apply filters before generating reports, save custom configurations for recurring analysis, and drill down from summary data to examine individual records in detail.
Working Hours
The release also includes our proactive Working Hours feature where you can set weekly working patterns and define time-based targets for staff. This data feeds directly into productivity reporting, giving you accurate benchmarks for performance measurement.
Book a demo!
Get to know your practice even better than ever with BrightManager.
As well as the new Insights Hub, you’ll benefit from the tools thousands of UK and Ireland accountants rely on to make running their practice effortless:
- Automated client management and onboarding
- Efficient task management and time tracking
- Workflows and integrations to speed through daily tasks