Software for accountants
Operations dashboard for accountants
If you run a small accounting firm with around 80 monthly clients, you've probably seen it: monthly management reports are rebuilt by hand. This operations dashboard takes that job off your plate. One screen with the numbers and tasks that run your business, updated live.
Why accounting firms ask for this
Monthly management reports are rebuilt by hand. It sounds small, but for accounting firms it repeats every week. The operations dashboard takes it over.
What it looks like in practice
Picture a small accounting firm with around 80 monthly clients. You open one page in the morning and see today's meetings, what's overdue and how the week compares to last, pulled from Karbon. A red flag shows one thing that needs you.
How it works for accountants
Once the operations dashboard is running for a small accounting firm with around 80 monthly clients, this is the sequence.
- We choose the numbers and lists you need to see.
- I connect Karbon and your other tools.
- A simple dashboard shows today, this week and trends.
- Alerts fire when something needs attention.
- You get logins for your team.
Tools it connects to
For accounting firms, I usually connect it to Xero, QuickBooks, Karbon and HubSpot. It runs on Next.js, Supabase and n8n behind the scenes.
Questions from accounting firms
Does the operations dashboard work with Xero?
Often, yes. Before building the operations dashboard I check your Xero account and plan, because some features depend on API access. If there's a gap for your accounting setup, you'll know before you pay anything.
How is client data handled?
For the operations dashboard, data stays in your own accounts where possible, and each step only gets the details it needs. We go through your rules, such as HIPAA or GDPR, before I build anything, and confirm the setup with your compliance adviser if you have one.
What happens if something breaks?
The operations dashboard sends you an alert when a step fails, so it never fails quietly in the middle of a busy week. You can fix small things with the notes I leave, or add the care plan at $49 a month and I'll handle it.
Want this for your accounting business?
Tell me how your accounting business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built