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.
Ask your data anything
Example queries for Billing leaders
Frequently Asked Questions
Common questions about Basedash from accounting firm teams.
How does Basedash help accounting firm billing teams stop revenue leakage?
Basedash consolidates write-downs, unbilled time, and unrealized hours into one revenue cycle dashboard spanning time entry through collection. Billing teams track realization rates, effective rates, and write-off trends by service line, client, and staff member, then drill into questions like 'How many hours were written off vs. collected last month?' to find exactly where revenue leaks and fix the cause.
Can Basedash alert us on WIP aging before engagements become hard to bill?
Yes. Basedash monitors unbilled time across the firm in real time and lets you set thresholds on WIP aging, for example flagging any engagement with more than $50K in WIP over 60 days. Alerts fire the moment a threshold is crossed, so billing acts during the month rather than discovering aged WIP at close, when accurate billing has already become difficult.
How does Basedash integrate with our existing time and billing platform?
Basedash connects read-only to the operational databases behind your practice management and billing stack, whether that is CCH Axcess Practice, Thomson Reuters, QuickBooks, or another time and billing system. Invoices, time entries, payments, and aging data flow into one analytics layer, staged where the source system requires it, with no workflow changes. Firms typically validate numbers against existing reports and are querying live within weeks.
Who can see client billing detail in Basedash?
Only the people the firm authorizes. Basedash enforces role-based permissions, so billing staff see aging, collections, and DSO detail while other users see only the aggregates relevant to their role. Every connection is encrypted and read-only, so Basedash never modifies your billing system of record, and query logs give administrators a complete audit trail of who accessed what.
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