Workspace
Firm
Your firm’s financial command center.
Revenue
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EBITDA
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Cash
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Accounts receivable
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Top 5 concentration
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Active clients
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Revenue by service line
YTD revenue mix.
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Partner workload
Clients, unbilled WIP, and recovery per partner.
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Cash position
Live from Xero · the full 13-week trajectory lives on the Forecast tab.
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Income Statement
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Balance Sheet — Monthly Detail
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Utilization by team member
Billable share of capacity against the 80% target. Weekly detail and the client-vs-admin breakdown live in Time → Analysis — this is the firm-health rollup.
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Labour → margin bridge
How team time converts to profit · last 90 days.
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Client concentration
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13-week cash forecast
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Forecast accuracy — closed-month actuals vs budget
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Reviewed
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