Our goal is to help you run a better practice through data. Metrics to measure client happiness, job scheduling and delivery, staff productivity and profitability.
We work with you to surface the numbers that align with your goals and we can help to adjust your Practice Management System usage, so that we can bring together your data in automated reporting & dashboard awesomeness.
what Xero practices are saying
We engaged with DataSights to help us with visibility into daily profitability and both company wide and our accountants performance metrics. DataSights displayed a high level of expertise working with our various data-sets. They took time to understand what information we were wanting to visualise and then continued to make tweaks to the product until we were 100% certain it was correct. Lightening fast response time on questions and always willing to go the extra step to ensure we're happy. I'd have no hesitation in recommending DataSights to anyone in any industry who is looking to visualize complex data-sets drawn from multiple sources.
We are accountants and good at numbers, but the industry has changed a lot in the last few years. There are so many tools we have been using AND they all forced us to do the "best practices" way. Every business is different! We have lost sight on the deadlines and disconnected from clients. DataSights helped me to bring all the critical information together in a single dataset. I got my reporting freedom back and my team can generate client insights in few clicks. Now we can open door for more businesses and more happy clients! Love it! I got the POWER!
Due to our extensive experience with accounting practices, we know that every practice is slightly different. We invest in understanding your staffing model, your goals, your audiences and together come up with the metrics to visualise.
Our experience with Practice Management Systems means that whether its custom fields in XPM, adding new integrations, data quality cleansing or adjusting usage of apps, we support the process of sorting out data quality and inputs in order to produce quality metrics that you want.
Whether you want training to build your own reports or we do the reports for you, we are here to assist you in getting those metrics into reports & dashboards and then showing you how to share the reports with your intended audiences.
Business improvement is never done. We are here everyday on Slack, Microsoft Teams, email or phone to support you in your quest for practice management peace & to celebrate those fist pumping moments when together we have put something amazing in place.
Click On Goals To See Metrics