Practice Management for Accounting Firms that use Xero
Workflow, Capacity and Reporting. Without the half-solved problems.
Excellence
Innovation.
At Link we pride ourselves on not half-solving problems.
Many apps claim to provide WIP Reporting and Capacity Planning, but if you do a little digging, you’ll find this is nothing more than marketing hype with a hollow core. Link is different. We have reconcilable algorithms for both WIP and Capacity that account for every possible scenario you throw at it.
WIP Algorithm
Our Work in Progress algorithm analyses WIP ledger data to provide accurate reporting on the operations of a firm, enabling you to make decisions that are backed by reliable data.
Here are 5 things you can do to test the accuracy and functionality of our WIP algorithm:
WIP balance reconciles to Xero Practice Manager every day Accurate opening and closing WIP for previous periods Invoice values reconcile between client, job & team reports Invoiced & write-up values are visible for every timesheet Average hourly rates available by Staff, Client, Jobs & Tasks
Capacity Algorithm
Our Capacity algorithm provides live insight into each team members available capacity which allows you to better plan your workflow and balance workloads.
Here are 8 things you can do to test the accuracy and functionality of our Capacity algorithm:
Capacity is always live and adjusts with every interaction Capacity is shown as available hours to take on more work Historical overruns don’t impact current month capacity Tasks completed under budget increase available capacity Task overruns reduce available capacity for the month Leave reduces available capacity relative to target capacity Time added to unallocated tasks reduces available capacity Time added to future tasks adjust capacity in both months
Customer Stories
Link simplifies practice management for high-performance accounting firms by not half-solving problems.
Select the customer below to hear their story.Arcus Advisory
"We can quickly see where every team member is up to, which allows us to allocate work to the best person for the job at any given time."
Terri Gamble, Director
Heaney Business Group
"What attracted us to Link was how it was built specifically for accounting firms and its seamless integration with Xero Practice Manager…a standout feature for us was the ability to clearly visualise staff capacity and workflow across the entire firm."
Gemma Heaney, Director
SBA South Island
"We had reports that were manual, basic and hard to produce - we had no reporting on WIP or job profits. Now we have regular team performance, management reporting, greater manager oversight and importantly, higher profits."
Stuart Lowe, Director
Pricing
Practice
Drag-and-Drop Workflow Monthly Capacity by Team Member Automated Task Allocation Predictive Timesheets Live Individual KPI Reporting
Reporting
WIP Reporting Job Reporting Team Reporting Client Reporting Scheduled Reports
Both
All features of Practice All features of Reporting