BILLING

Billing Intelligence for Accounting Firms

Revenue cycle analytics, realization rates, collections tracking, and WIP management — ask your billing data anything in plain English.

The Challenges You Face

Common obstacles for accounting firm billing teams.

Revenue Leakage Is Invisible

Write-downs, unbilled time, and unrealized hours erode profitability but are buried across billing systems. Without unified analytics, the billing team can't pinpoint where revenue is leaking or why.

Collections Cycle Is Too Slow

Aging receivables pile up while the team manually tracks follow-ups across spreadsheets. There's no single view of which clients are past due, how much is at risk, or what actions to prioritize.

WIP Visibility Comes Too Late

Work-in-progress builds up silently until month-end. By the time billing reviews unbilled time, the window to bill accurately — or at all — has narrowed significantly.

How Basedash Can Help

Capabilities that can be configured for accounting firm billing teams.

Revenue Cycle Dashboard

See the full billing lifecycle in one view — from time entry to collection. Track realization rates, effective rates, and write-off trends across service lines, clients, and staff.

Collections Intelligence

Prioritize follow-ups with AI-driven aging analysis. See which invoices are at risk, identify collection patterns by client tier, and track DSO trends automatically.

WIP Monitoring & Alerts

Get real-time visibility into unbilled time across the firm. Set thresholds for WIP aging and receive alerts before engagements become difficult to bill.

Explore all platform features

Ask your data anything

Example queries for Billing leaders

Show me revenue by service line for Q4 compared to last year

Which partners have the highest realization rates this quarter?

What's our average collection cycle by client tier?

List all engagements with more than $50K in WIP over 60 days

Show blended rate vs. effective rate by department

How many hours were written off vs. collected last month?

See How Other Departments Use Basedash

Basedash delivers tailored intelligence for every department in your firm.

Operations

Real-time visibility into firm performance, resource allocation, and operational...

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Professionals

Engagement performance, client intelligence, and personal productivity analytics...

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Finance

Revenue analytics, profitability tracking, budgeting, and financial planning — p...

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Practice Management

Staff productivity, workload balancing, staffing optimization, and service line ...

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Marketing

Client acquisition analytics, campaign performance, brand visibility, and compet...

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IT

System performance analytics, data integration monitoring, user adoption trackin...

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Ready to see your data differently?

Book a demo with Switch Analytics or try Basedash directly.

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