Copilot Accounting

How Copilot Accounting Turned Practice Data into Actionable Insights

For Copilot Accounting, the challenge wasn’t a lack of data, it was accessing it in a meaningful way.

Before implementing Link, the firm relied on XPM, but getting clear visibility into practice performance required too much manual effort to be useful day to day.

“There was just no visibility over performance unless you really dig down deep, which we never did as it was too hard” says Director Grant Heaslip.

What attracted Grant to Link was how simple the platform made operational reporting.

“Link knows what is important and created all the key reports. You don’t need to think about how to do it, it’s simply a case of scheduling the reports you need.”

The implementation process was equally straightforward.

“The Link team made it so easy and could explain everything while helping improve things along the way.”

Since adopting Link, the team now has quick access to key data with scheduled reports that keep everyone aligned and focussed on the fundamentals of operating a successful accounting practice.

Operationally, the firm has also gained stronger visibility over key metrics, with Grant highlighting how Link has helped drive better outcomes across “productivity, write-offs and the revision of service plan pricing, as well as allowing us to tackle any scope stretch early.”

For Grant and the team, Link has helped transform the practice’s data from hard to access into something the business actively uses to make better decisions every day.