Keep an eye on productivity, track profitability and create instant invoices from work in progress.
Keep track of who’s working on what
See who’s logged into AccountancyManager and what tasks they’re working on in real-time. Recording your time is easy and soon becomes second nature. Simply click the time icon when you start or add time retrospectively.
"Everyone from the admins up to the senior guns, I know exactly what they're working on."
Turn logged time into invoices
See the value of uninvoiced time in your work-in-progress log - and generate invoices in a couple of clicks. Send invoices to your clients by email, share them through the client’s portal or sync them with Xero.
See where profits are coming from
Identify which clients and team members are generating the most profit. On the flip side, you can use the data to uncover loss-making clients and pinpoint areas of improvement or opportunities for increased revenue.
Easily cover any absences
Being able to see how everyone in your practice spends their time at a glance makes reallocating work much more manageable. That’s in addition to the shared timelines of client communication, notes and documents.
Get visibility of time spent across your practice
- Use a timer or add time later
- Generate invoices from time
- Check who is logged in to AM
- See what people are working on
- See the value of uninvoiced time
- Make improvements to productivity
What Our Customers Say
"We started using AccountancyManager in 2018 and haven't looked back! Using AccountancyManager has transformed our practice - more time to spend on the numbers and admin processes streamlined - one happy practice!"
"AM completely revolutionised my practice overnight. I used to spend hours preparing engagement letters, chasing information and reminding clients of key dates. Now I spend less time doing admin and more time doing client work."
"Since switching to AccountancyManager, I now have a sense of comfort in knowing that all client details, tasks and documents are in one place, which is easily accessible. Client onboarding is a swift, simple process that appears slick and professional to our new clients."
"AccountancyManager has saved the practice heaps of time when keeping track of deadlines & we've found the other features (e.g. time recording, client sign-ups) helpful to have all in one place."