Business Intelligence – accounting360 BI
For years, business applications vendors have built systems focused on capturing and processing large volumes of data, but have largely ignored the need to get this data back out of the system in a meaningful way. Our accounting360 BI solution makes BI and reporting a first-class citizen again, providing the data model and tools that your firm needs to gain a 360-degree view of your clients, projects, finances, and employees.
Our pre-built BI and reporting solution for accounting firms provides over 100 pre-built measures and over 20 pre-built dimensions to allow you to easily slice and dice your data the way you need to see it. And by leveraging the industry-leading Microsoft Power BI and Azure data warehousing technologies, you can rest assured that you’re using the industry’s premier technology base. Our BI and reporting solution can help your firm quickly visualize and explore critical business data, including:
Built on the award-winning Microsoft Dynamics 365 CRM platform, and leveraging cutting edge relationship intelligence and analytical capabilities, Legal360 is changing the game of business development and client management in the legal industry.
With a comprehensive set of business development, marketing, experience tracking and relationship intelligence tools purpose-built for law firms, Legal360 provides the foundation your firm needs to maintain a 360-degree view of your clients, contacts, relationships, matters, pursuits, and growth initiatives.
With over 2,000 features specifically designed to meet the unique needs of law firms, we’re experts in helping firms develop successful strategies to grow and expand their client base. Core features of Legal360 include:
Firm-wide, Practice Group, Team, and User Dashboards
Centralized contact management and relationship intelligence
Company, client and account management
Data harvesting and synchronization tools
New matter leads and pursuit management
Client strategy and opportunity tracking
accounting360 BI provides the insights and the flexibility that your firm needs to turn its data into actionable intelligence, so that you can quickly take measures to beat the competition.