Firm-Level Insights

Learn how to use the Firm Level Insights dashboard to monitor your firm's close health, track client performance, and identify delays across your team.

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Everything you need to know about
Firm-Level Insights

Close Dashboard

Get a firm-wide view of close health, overdue clients, and project risks in one place.

  • View completed, overdue, upcoming, and pending projects at a glance
  • Identify critical overdue clients and at-risk deadlines
  • Track project status distribution and close time trends
  • Monitor recurring delays and manager performance
  • Drill into details, set thresholds, and export to Excel
Close process
Close

Close Overview

Consolidated close status across all clients for the last 6 months.

  • Track engagement progress and spot bottlenecks quickly
  • Search, filter, and sort by client or status
  • Click client names to open projects directly
  • Customize columns and month display order
  • Export to Excel for reporting

Bookkeeping Dashboard

Firm-wide view of all client bank accounts, reconciliation status, and feed health.

  • View accounts grouped by client with reconciliation status
  • Track pending transactions and bank feed health
  • Search accounts or clients and export to Excel
  • Auto-sync via the Xenett browser extension
Close process

Anomaly Detection in Financial Data

Quickly identify transactions that deviate from expected patterns and require immediate attention, ensuring clean and accurate accounting records.

Close process
Close

Customizable Conditions for Review

Define unique conditions tailored to your business needs with GPT integration, highlighting only the most relevant transactions for review.

Flag Discrepancies Automatically

This helps reviewers focus on critical issues more efficiently, saving manual effort and crucial time.

Close process

Set tailored conditions to make everything quicker and accurate

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Close & Workflow

Monitor where every client close stands in real time. Get instant alerts on bottlenecks, overdue tasks, and completion status across your entire portfolio.

Analysis Made Quick

Bookkeeping Health

Monitor reconciliation status and bank feed health across your entire client portfolio.

The Flag of efficiency

The advantages that you enjoy!

Full Firm Visibility

See close health, bookkeeping status, and accrual accuracy across every client without opening a single file.

Catch Issues Before They Escalate

AI flags missing accruals, broken bank feeds, and overdue clients in real time so problems get fixed before the month closes.

Smarter Budget Control

Track estimated vs. actual hours per project and get instant alerts when a client goes over budget protect your margins before it's too late.

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Generate Accurate Reports

Our AI-powered system assists you in generating clean, accurate, and intuitive reports. Effectively analyze financial reports and gain real-time insights and interpretations.

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Organized Task Management

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Seamless Internal Communication

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Collaborative Client Portal

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Simplify The Review Process

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Steroids for your accounting workflow

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