We've added over 90 pre-built metrics to KPI Scorecards, making them easier to use and faster to set up so you can focus on the metrics that matter most.
For accounting practices managing dozens or hundreds of clients, this means less time spent configuring scorecards from scratch and more time delivering advisory insights that clients actually value.
Pre-built metrics
Previously, KPI Scorecards required you to manually create and configure each metric before you could start tracking performance. This works well, but it's time-consuming, especially if you manage multiple entities.
With a new library of pre-built core and essential metrics, you can now:
Cut setup time and complexity, with core and essential metrics available out of the box.
Focus on what matters most, with metrics surfaced across five key categories:
cashflow,
profitability,
working capital,
customers, and
debt and risk.
Keep consistency across entities, by quickly applying the same metrics to multiple entities without recreating them each time.
For practices, this standardization means every client gets a reliable, comparable view of performance from day one, and junior staff can get scorecards up and running without needing deep configuration expertise.
KPI bulk sharing
Rather than building each KPI scorecard from scratch, you can now create a single scorecard as a template and share it across all your entities at once.
This is where the time savings really add up for practices. Instead of rebuilding the same scorecard client by client, you set it up once and roll it out across your entire client base, freeing up time for higher-value advisory work while giving every client the same consistent, professional reporting.