Visualize and
Move Ahead

Century Software BI for Professional Services Firms delivers Executive Level Insights for Performance and Profitability optimization.

Seamlessly works with
CCH Axcess™
CCH® ProSystem fx® Practice Management

Learn how CPA Firms are leveraging Business Intelligence solutions from Century Software

Business Intelligence for professional services

Professional services firms have unique analytical and business intelligence needs. Tracking resources, time, billing, projects and overall performance and profitability need explicit attention. With Century Software Business Intelligence for CPA Professional Service Firms, you can assess and track all the moving parts and optimize your operational and financial performance in real time.

What’s more, the Visual Interface makes the solution intuitive and easy to use for non-technical professionals.

Features at a Glance

Executive
Performance

Summary

Gain department level visibility in KPIs and corporate standards. Drill deep into performance numbers and assess trends. Analyze what can help improve operations across the enterprise. View year on year data and infer meaningful insights to enrich future business growth plans.

Staff
Utilization

Analysis

Rich insights on departmental performance. Year on year data can be easily stored and accessed across the enterprise.

Performance
Scorecards

See how your various departments perform against the corporate benchmarks and standards. Track against multiple measurement units. Real-time results to drive attention to areas of concern.

Client Acquisition
And
Attrition
Analysis

Get into the root level impact of client acquisition and attrition to your enterprise and it’s ripple effect on various departments and services.

Revenue
Stream
Analysis

Easily track sources of income and the areas that are falling behind. Build strategies around these insights to market profitable services and increase targeted marketing and selling. 

Accounts
Receivable and

WIP Aging

Effectively manage key finance areas that impact performance such as Accounts Receivable and WIP.

Geographic
Revenue
Source

Deep drill-downs into geography wise revenue sources. Play around with filters and segmentation to get the most accurate insights.

Partner
Leverage
and
Profit

Gain insight into partner staff performance and the impact of the same on enterprise profitability

Detailed
Tabular
Reporting

Still want to see your data the traditional way? We’ve got tabular formats with which you can export your data to Excel.

Bridge the gap between strategy and execution