Trusted reporting that starts with reconciled WIP.
You rely on reports to make good decisions. Unfortunately, you have to export data then spend hours pulling everything together. Despite the effort, you still second-guess some of the numbers and can’t get the detail you need.
Trusted reporting starts with reconciled WIP. Invoiced values reconcile between reports, write-offs can be drilled down to the timesheets, and every report is available when you need it.
No email required No sales pitch Around 2 minutes per deep dive
If you like what what you see, book a discovery call with our team.
Trusted by over 4,000 accountants every day.
All that data.
No clear answers.
What’s the point in having your team enter timesheets accurately, if the data you’re capturing doesn’t give you clear answers?
You have a lot of data already. It’s just not organised well. Invoice values don’t reconcile between client, job & team reports. Opening and closing WIP balances aren’t be accurate for previous periods. And the reports don’t provide the drill-downs you need to get the detail you need.
When nothing reconciles, your team cannot trust the reports you give them.
Reports don’t reconcile
The invoice totals in your client reports don’t match your WIP reports, job reports, or your team reports.
Limited detail
When you see a number that looks off, there’s no way of clicking into it to see why.
No trust
Because nothing reconciles and you can’t drill into the numbers, you can’t answer questions when people start asking.
WHAT YOU HAVE TRIED
You have already tried to solve these problems.
Everything you tried just added more complexity.
You knew you couldn’t run a firm on spreadsheets, so you looked around for some solutions. Everything you looked at only solved part of the problem. It seemed nothing was really designed for your situation.
Spreadsheets
The spreadsheets worked, somewhat, but data gets messy, and maintaining them became a job in itself.
Point-solutions
You tried Ignition and other point-solutions. They solved one problem, but created others.
Other solutions
You looked at Karbon, and a handful of others. They were complicated, reporting was limited, and capacity didn’t even work.
Customer Stories
Link simplifies practice management for high-performance accounting firms by not half-solving problems.
Select the customer below to hear their story.
Maria Livingstone, Director“Link gives us confidence that we have visibility over how work is progressing across the team, which means we can respond early if priorities need to shift or additional support is required.”
Stephanie Pope, Director“We’d tried multiple other tools, but found them overly complex with too many moving parts. They weren’t particularly intuitive for day-to-day use, so the team didn’t engage with them consistently. As a result, there were gaps in how often we reviewed performance, and we lacked a simple, reliable way to stay on top of key metrics across the business.”
Stuart Lowe, Director“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.”
Andrew Lyddiard, Senior Accountant“It's much easier to see where we are up to as a business, where individual jobs are at and also where the individuals are up to — performance is at our fingertips.”
BEFORE YOU TRY THE DEMO
A few things you might be wondering
How does the demo work?
You’ll click through Link’s screens with prompts to guide you. Choose from 10 tours covering different aspects of managing your firm.
How long does it take?
Allow around two minutes per deep dive. Explore one area or try several—it’s entirely up to you.
Do I need to enter my email?
No. You can explore the entire demo without sharing your contact details or booking a call.
Do I need to connect my Xero account?
No. This is a guided product tour, so you can see how Link works without connecting your firm’s data.
WITH YOU EVERY STEP OF THE WAY
How onboarding works
Once you give us the green light, onboarding is typically completed within 30 days. Below is a high-level view of the process, from project kick-off to go-live and beyond.
Project Kick-off Session
Week 1
We meet to map out the rollout, timing, responsibilities, and key milestones.
Project Review Session
Week 2
We review the setup together and make a plan for future job creation.
Job Creation Session
Week 3
If jobs are being created by spreadsheet import, we will meet to review the spreadsheet.
Team Training Session
Week 4
We train your team to use Link confidently in their day-to-day work.
Go-Live
From today your team will be looking in Link to view their workflow
Adoption Session
Week 5
This Q&A session gives your team a chance to ask questions after they’ve started using Link.
GIVE IT A TRY
Take a look around Link
Choose a guided tour and see how it works, one click at a time.
No email required No sales pitch Around 2 minutes per deep dive
If you like what what you see, book a discovery call with our team.
See your firm the way it was meant to run.
