Your practice, on one screen
Nothing to run, nothing to export. What the month earned, what it cost, and who carried it. Every number opens into the work behind it.
Practice Insights
Unbilled WIP
$74k
$8k vs last monthReady to bill
$50k
$6k vs last monthRealization
91%
3 pts vs last monthAvg utilization
68%
2 pts vs last month| Person | Role | Utilization | Logged | Effort cost | Margin | Open |
|---|---|---|---|---|---|---|
| SRSam R. | Partner | 78% | 34h | $10.2k | $8.8k | 5 |
| AKAlex K. | Manager | 96% | 41h | $8.2k | $7.8k | 8 |
| MDMaya D. | Associate | 74% | 31h | $4.7k | $4.8k | 4 |
| NMNoah M. | Associate | 66% | 27h | $4.1k | $3.1k | 3 |
| CTChris T. | Trainee | 62% | 24h | $1.7k | $1.6k | 6 |
| NVNina V. | Trainee | 52% | 12h | $900 | $700 | 2 |
| KBKai B. | Consultant | 48% | 10h | $1.5k | $900 | 1 |
Everyone's numbers but your own
The discipline is already there. Your own figures just sit in timesheets, engagement letters and invoices that were never joined up.
Your margin arrives a year late
Practice profitability is a year-end output. By the time the accounts close, the pricing and staffing calls it should have shaped are already a year behind you.
A full calendar hides the mix
Effort sits in one system and fees in another, so which engagements carry the firm and which lean on it never quite surfaces. The busiest quarter is rarely the best one.
Finished work waits to be billed
The work completes, the file closes, and nothing carries its value forward to a bill. It waits until someone goes looking, and the longer it waits the harder it is to raise.
From the headline to the name behind it
The month at a glance, the rows behind any figure, and what is ready to bill. Three tabs, one set of numbers.
One screen, not another report
Unbilled work, realization, utilization, effort cost and margin sit together on a grid you arrange the way your partner meeting runs.
Every number opens up
Take any figure apart by person, team, service line or client, then drill into a single row to see the work behind it.
What is finished, and what is waiting
The value of logged work not yet billed, with its age, and a worklist of what is ready to go out. You raise the invoice; this tells you what to raise it for.
Walk into the partner meeting with answers
The workspace keeps its own list of what needs you. It is ready before the meeting is, so you walk in already knowing what will come up.
- Missing time - who hasn't logged it, plus a one-tap nudge
- Work done, time not logged - finished jobs with nothing against them yet
- Ready to bill - engagements queued oldest first
- Your practice only - grounded in your own activity, nothing else
Needs attention
Run the practice like the business it is.
Every other part of FinPera saves your team time. This one tells you what that time is worth. Built for managing partners, practice heads and anyone who carries the P&L.