Data Consulting for Professional Services

Your utilisation rates are calculated in spreadsheets – and your WIP report is always two weeks behind.

Automated utilisation tracking, real-time WIP reporting, and billing reconciliation between time tracked and invoiced – without changing your practice management system.

The Challenges

Problems we solve every day.

Utilisation rates are calculated manually in spreadsheets

Your practice manager exports timesheets, adjusts for leave, removes non-billable codes, and calculates utilisation in a spreadsheet every fortnight. It takes half a day, and by the time it’s done, the numbers are already stale.

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WIP reporting is delayed and inaccurate

Work in progress should be your most closely watched number. Instead, it’s assembled from time tracking, billing records, and partner estimates – and the report is always two weeks behind reality. Write-offs surprise everyone at quarter-end.

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Billing reconciliation between time tracked and invoiced is painful

Your team tracks time in one system. Invoices go out from another. Matching what was tracked to what was billed to what was actually collected requires someone to manually cross-reference two exports every month.

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Integration

The systems we connect for professional services.

What is Business Intelligence? →

Practice Management SoftwareXeroMYOBTime Tracking SystemsCRMDocument Management+ many more

How We Work

Three steps to a data foundation that works.

01

The Data Blueprint

AI-Powered Diagnostic

Maps every system, quantifies every gap, and delivers a costed roadmap with ROI already proven.

02

The Data Foundation

Your Single Source of Truth

Clean data, connected systems, and the priority capabilities that run on top — dashboards, automated reporting, and AI.

03

Data Command Centre

Monitor. Evolve. Scale.

Ongoing management, monitoring, and evolution of your data infrastructure as your business grows.

Proof

Automated financial reporting across multiple operational systems

Automated

utilisation reporting

Real-time

WIP visibility

Daily

billing reconciliation

For a national hospitality group, we built automated daily P&L reporting by connecting POS, rostering, and accounting systems into a single layer. The same approach – connecting time tracking, billing, and accounting data automatically – gives professional services firms the utilisation and WIP visibility they need.

A multi-system national operation

Ready to sort your practice data out?

No sales pitch. No 90-slide deck. A direct conversation with the people who'll actually do the work.

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