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  • Overviews & Reports

Insights that help you run a better firm.  

 Reporting in DataGrows gives managers real-time visibility into clients, deadlines, workloads, profitability and team performance.

Live visibility • Better decisions • Greater profitability

See the health of your firm in real time.  

Most firms already have the information they need to make better decisions. The challenge is that it lives in spreadsheets, emails, timesheets and conversations. DataGrows brings this information together into live dashboards and practice reports so managers can quickly see what is happening across the firm and act with confidence.

A dashboard showing a Time Log report

How DataGrows brings clarity to reporting.

Understand Firm Profitability Before It Becomes a Problem.

Profitability improves when you can see where time and revenue are going.Many firms only discover that a client has outgrown their retainer long after profitability has suffered. DataGrows links time worked, billing, staff costs and retainers to help firms identify over-servicing early.This helps you:

  • Protect margins
  • Review pricing regularly
  • Identify revenue leakage
  • Improve client profitability

Better profitability starts with better visibility.

A dashboard showing a billing report
A dashboard showing how DataGrows helps detect staff overload and enables tasks to be redistributed.

Know Exactly What Your Team Is Working On.

Management becomes easier when workloads are visible.Without visibility, managers spend hours asking for updates and checking progress. DataGrows gives a live view of workloads, outstanding work and staff capacity.This makes it easier to:

  • Allocate work effectively
  • Balance workloads
  • Prevent bottlenecks
  • Improve team accountability

The result is less chasing and more confidence.

Spot risks before clients notice them.

Risk becomes easier to manage when issues are visible early. Missed deadlines and overdue work rarely happen without warning. DataGrows highlights at-risk work, outstanding tasks and looming deadlines before they affect clients.

Managers can then:

  • Reallocate resources
  • Prioritise work
  • Follow up proactively
  • Reduce compliance risks

Early visibility creates better outcomes.

 

A dashboard showing profitability
A dashboard showing all upcoming and overdue tasks.

Make better business decisions faster.

Good decisions depend on accurate information.

Many management teams spend valuable time collecting data before making decisions. DataGrows provides real-time dashboards that update as your team works.This helps leadership:

  • Understand firm performance
  • Track service-line profitability
  • Review utilisation
  • Monitor operational health

The answers are available before the questions need to be asked.

 A list of some reports offered.   

DataGrows transforms operational data into meaningful management insight.

 

Profitability Reporting

Track retainers, billable work and client profitability from one dashboard.

Capacity Monitoring

Understand available capacity across teams and departments.

Staff Performance Reporting

Monitor utilisation, productivity and workload allocation.

Work In Progress Tracking

See WIP values and outstanding work instantly.

Deadline Risk Alerts

Identify overdue and at-risk work earlier.

Billable Hours Reporting

Track hours worked against revenue generated.

Revenue Insights

Understand which services contribute the most value.

Client Profitability Analysis

Identify over-serviced and under-serviced clients.

Firm-Wide Dashboards

View operational performance in real time.

Task Status Tracking

Monitor completed, outstanding and overdue work.

Management Reporting

Access key performance indicators instantly.

Weekly Practice Summaries

Stay updated without building reports manually.

What Your Firm Gains


Better Decision-Making Capability

Make decisions using live information instead of assumptions.

Improved Profitability

Identify revenue leakage and over-servicing early.

Better Resource Planning

Balance workloads and improve utilisation.

Time Back Each Week

Spend less time gathering information manually.

Transform your practice today.

Three things that help you stay in control. 

Profitability Reporting

Know when a retainer needs renegotiation and identify billable work that may otherwise be missed.

Capacity & Workload Visibility

See who has capacity available, who is overloaded and where support is needed most.

Real-Time Firm Performance Tracking

Monitor WIP, billable hours, overdue work and operational performance from one live dashboard.

Overviews & reports work better when everything is connected.

Reporting becomes more powerful when it draws information from every part of the firm.DataGrows connects reporting to:

  • Task & Workflow Management
  • Timekeeping & Billing
  • Automated Email Reminders
  • Customisable Documents
  • Compliance Workflows
  • Audit Management
  • SARS Information
  • More…

Because everything happens within one system, managers gain a complete view of firm performance instead of piecing information together from multiple tools.

A desktop screen showing the Beneficial Ownership Table accessed through the Client table
A view of the DataGrows interface from a laptop

Why Choose DataGrows?

Most reporting solutions show you what happened. DataGrows helps you understand what is happening right now.

Instead of building reports manually, managers and partners gain live visibility into team performance, profitability, capacity, deadlines and operational health through existing reports. This makes it easier to act quickly, manage proactively and identify opportunities before they become problems.The goal is not more reports.The goal is running a better firm.

How DataGrows solves common reporting challenges.

Many firms spend hours every week gathering information that should already be available. With DataGrows you move:

  • From reporting that takes too long to live dashboards that update automatically.
  • From managers who rely on spreadsheets to a central source of truth
  • From unclear profitability to reports that connect time, billing and costs.
  • From deadlines that are missed unexpectedly to risk indicators that surface issues early.
  • From team capacity that is hard to track to capacity reporting that provides visibility.
  • From staff chasing updates to real-time reporting that reduces follow-ups.

Works hand-in-hand with:

  • Reports & Overviews
  • Automated Email Reminders
  • Customisable Documents
  • Task & Workflow Management
  • Billing
  • Staff Performance

Frequently Asked Questions

How do I know if a client has outgrown their retainer?

The easiest way to identify this is to compare time spent with the revenue generated from that client. DataGrows connects time tracking, billing and profitability reporting so firms can see when effort consistently exceeds the value of a retainer. This makes fee reviews easier because decisions are based on real data, not assumptions. Firms can identify over-servicing early and protect profitability before problems grow.

How do accounting firms track profitability?

Accounting firms usually track profitability by comparing billable work, staff costs, time captured and revenue generated. DataGrows combines these data points into one reporting environment. This lets managers see which clients, services, and departments drive profitability while identifying where revenue may be leaking. Real-time access to this information improves financial decision-making.

How do I know which staff members have capacity available?

The most effective way is through live workload visibility. DataGrows provides capacity dashboards showing current workloads across individuals and teams. Managers can instantly see who is available, who is overloaded and where work can be reassigned. This helps balance workloads, reduce bottlenecks, and improve utilisation across the firm.

Which reports should owners of accounting firms monitor?

Firm owners should regularly monitor profitability, capacity, billable hours, work in progress, outstanding tasks and overdue deadlines. These indicators give a reliable picture of business performance. DataGrows brings these metrics together into live dashboards, helping owners understand what is happening across the firm without spending time collecting information manually.

How do I stop relying on spreadsheets for management reporting?

The best solution is to capture operational information in a single connected system. DataGrows automatically links workflows, timekeeping, billing, deadlines and staff activity so reports update as your firm operates. Managers no longer need to gather information from multiple sources before making decisions, saving time and improving accuracy.

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Renew Your Practice Through Better Visibility

You cannot improve what you cannot see.

DataGrows helps accounting firms gain visibility into workloads, profitability, deadlines, capacity and operational performance

No pressure, no credit card. 

  •  500+ SA practices

  • 30-day free trial

  • No credit card required 

  • SA-based support team 

Instead of spending hours gathering information, you gain access to live dashboards and reports that help you make faster, better decisions.

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