Practice Management

Specifically developed for accounting and professional services firms, IRIS Practice Engine is designed to make your business more efficient and effective.

Through our browser-based Practice Management system, we offer an effective solution for businesses who want to shorten the time and distance needed to get that bill out of the door.

We deliver one solution that allows you to better manage your firm. By automating vital processes, we enhance your billing and make the process involved leaner. Benefit from the on-screen billing for engagement biller and automated delivery.

Business Insight

With IRIS Practice Engine, gain greater visibility into your firm’s performance to take you to the next level. Our tools give you new insights into your key metrics, providing you with the clarity and confidence to make better business decisions.

You get flexibility to easily create meaningful custom reports to help manage your processes and drive your business. Reports that would take hours to create monthly and annually are available with just a few clicks – including real-time dashboards.

Increasing efficiency

Increasing efficiency

IRIS Practice Engine is about helping accountancy firms work more effectively and efficiently. It’s designed to simplify sending a bill, and it delivers direct savings through application use. Greater efficiencies are experienced when utilizing the other modules, thereby significantly increasing the return on investment.

Among the features that increase efficiency are automated emails that:

  • Notify you of missing time entry
  • Report on daily cash receipts
  • Alert when your jobs reach specified milestones
Dynamic, insightful reporting

Dynamic, insightful reporting

IRIS Practice Engine provides powerful tools for actionable reporting, offering a solution for those firms who struggle with visibility into performance. This gives you a fresh perspective on your key metrics and gives you the clarity and confidence to make better business decisions. You get improved financial reporting thanks to included reports, a data warehouse and an established integration with Microsoft’s Power BI.

Among the features you will get are:

  • Charge hour reporting – targets, actual, total hours, utilization %
  • Realization metrics at all levels of ownership and management
  • Tracking of annuity work vs. one-time projects
Better billing

Better billing

IRIS Practice Engine is an intuitive and comprehensive practice management system, with specific features that can speed up the billing cycles and increase cash flow. We enhance your billing and make the process involved leaner, with automation playing a key role.

Among the features for better billing are:

  • On-screen drafting, review and approvals for the Biller
  • Automated invoice creation and posting
  • Recurring invoices generated with a click of a button
  • Ability to email statements & invoices directly from the interface
Boosting effectiveness

Boosting effectiveness

IRIS Practice Engine has many great user-friendly features that help to make your business even more effective and to help achieve success.

Among the benefits you gain are:

  • Cut administrative costs with electronic invoicing and statement delivery
  • Facilitating a remote team, the application supports use on any smart mobile device
  • Improved handling of the management of your jobs by staffing roles and individual tasks, with greater granularity and control

Ready to try IRIS Practice Engine?