Financial Cents offers several reports so you can get the insights you need to scale your firm. These include:
Time Tracking Reports - Know where your team is spending its time and over budget work
Effective Hourly Rate - Identify which clients are underpriced and killing your firm's profitability.
Capacity Management - Get an instant overview of your team's work capacity, make informed resourcing decisions, and easily reassign work.
Client Tasks Report - Track all outstanding and recently completed client requests.
Team Activity Report - See who on your team is currently working, what else they worked on, and how much time they worked that day
Realization Report (In Beta) - Track realization and identify which clients, team members, projects, and services are driving firm profitability.
Utilization Report (In Beta) - Know how much time your team is spending on billable vs non-billable work
Client Uploads - See all documents uploaded by any client in chronological order
Accounts Receivable Aging - Track and send reminders on outstanding invoices
Revenue Insights - See key metrics related to your firm's revenue, such as total revenue, average revenue per client, revenue by service item, and more
Work Insights - Know how many projects your team has completed, how many projects have been completed on time, average time to complete projects, and more insights into the effectiveness of your team
For more information about each report, click on the corresponding link above.