WIP and firm reporting for accounting firms, just ask

The month-end report problem

Partners want to know lock-up, who owes what and which jobs ran over. Getting there often means exporting from the practice system, cleaning a spreadsheet and building a pivot table. By the time it is ready, the numbers have moved.

What it does

No report builder and no exporting to spreadsheets. Ask for the numbers you need in plain English and get the chart in seconds. Save it to a dashboard and it stays up to date.

Report	What you see
WIP and lock-up	WIP, debtors and days outstanding, by partner, team or client
Fees and growth	Invoiced and paid, compared with last year
Jobs over budget	Which jobs are running over, and by how much
Slow payers	Who owes what, and for how long

Examples of what to ask

• Show WIP by partner for this month.
• Which jobs are over budget, and by how much?
• Invoiced and paid this year compared with last year.
• Every outstanding task across the team.

Why ask instead of build

A report builder answers the questions someone thought of when they set it up. Partners' questions change week to week: lock-up for one partner's book, fees from a particular service line, jobs that ran over for a single client group. Asking in plain English means the question can change without anyone redesigning a report, and the useful ones can be saved to a dashboard.

Scheduled summaries

Ask Nagaris can run on a schedule, so morning briefs, WIP summaries and reminders are set up once and arrive without anyone running them.

Who it's for

Partners and practice managers who track WIP, lock-up and profitability, and who would rather ask a question than build a report. Profitability tracking is included in every plan.

How it fits with the rest of Nagaris

Reports draw on the same data your team works in. Timesheets come from Time Tracker. Billing and payment come straight from the engagement and its invoices, and the Services list checks every job against engagements and invoices so unbilled work shows up. Reports are built by Ask Nagaris. For relationship health rather than money, see Nagaris Score.

Price

Reporting is part of the Nagaris platform, with plans from $495 a month. Ask Nagaris is charged on usage with a daily limit you set, and new firms start with $1,000 of credit.

Questions

Do I need to build reports or export to Excel?

No. You ask for the numbers in plain English and get the chart in seconds.

Can I see WIP by partner?

Yes. WIP, debtors and days outstanding are available by partner, team or client.

Do saved reports update?

Yes. Save a chart to a dashboard and it stays up to date.

Can reports arrive on a schedule?

Yes. Ask Nagaris can run morning briefs, WIP summaries and reminders on a schedule.

Is profitability tracking extra?

No. Profitability tracking is included in every plan.