Your business data.
One intelligent dashboard.
PracticeIntel consolidates information from your CRM, accounting, phone and workflow systems into a single management dashboard — giving owners and managers real-time visibility over performance, productivity, revenue, compliance and growth.
Connects with the systems you already use
Your numbers live in a dozen disconnected systems.
CRM, accounting, phone, email, HR, workflow, compliance, payroll. To understand how the business is really performing, managers spend hours logging into system after system and stitching the picture together by hand — usually in a spreadsheet, usually out of date.
Data everywhere, answers nowhere
Critical numbers are scattered across platforms that don't talk to each other.
Reporting eats management time
Owners burn hours each week gathering data instead of acting on it.
Performance is invisible
You can't see who's hitting targets, who needs support, or where work is stuck.
By the time you know, it's late
Revenue shortfalls and compliance gaps surface only after they've become problems.
One source of truth for the whole practice.
PracticeIntel pulls key data from every system and presents it as clear, real-time dashboards — each built for a different part of running the business.
Executive Dashboard
The high-level view for owners and senior management — the health of the whole business at a glance.
- Revenue MTD & YTD
- Revenue vs target
- Retention
- Profitability
- Compliance alerts
Staff Productivity
Visibility into individual and team performance — so you can spot high performers, capacity gaps and training needs.
- Calls & meetings
- Reviews completed
- New business
- Tasks & response times
- Workload
Billing & Revenue
Revenue by adviser, team, office and product line — with green / amber / red indicators against target.
- Recurring revenue
- Targets & forecasts
- By adviser / office
- By product line
Compliance
Stay ahead of obligations — outstanding tasks, file reviews, audits, breaches and training, all in one place.
- File review results
- Audit outcomes
- Training completion
- Licence requirements
Client Intelligence
Understand your client base — active clients, reviews due, demographics, revenue per client and churn.
- Active vs lost
- Reviews due
- Revenue per client
- Demographics
Workflow
See work in progress, bottlenecks and turnaround times — keep service levels and team workload under control.
- Work in progress
- Bottlenecks
- Turnaround times
- Service levels
From scattered systems to one clear view.
Connect
Securely link your existing systems through their APIs — CRM, accounting, phone, productivity and workflow tools.
Consolidate
PracticeIntel pulls the key data together and keeps it in sync, turning it into one live set of dashboards.
Decide
Owners and managers see performance in real time — and act on what matters, without logging into anything else.
Works with the platforms your business runs on.
PracticeIntel connects to common business systems through their APIs, with custom integrations available for industry-specific platforms.
CRM
Accounting
Productivity & Comms
Project & Workflow
Built for professional service businesses.
Any business running multiple systems with staff performance and revenue to track can turn its data into management intelligence with PracticeIntel.
Financial Planning
Advice practices & AFSLs
Insurance Brokerages
Risk & general insurance
Accounting Firms
Tax & advisory
Mortgage Brokers
Lending & finance
Wealth Management
Portfolio & investment
Legal, Medical & More
Any multi-system practice
Don't just see the data — understand it.
PracticeIntel's AI layer reads across your dashboards to surface trends, flag risks and recommend actions — turning intelligence into decisions.
From numbers to next steps.
Instead of charts you have to interpret, PracticeIntel tells you what's changing and what to do about it — in plain language.
"Revenue is currently 8% below target. At the current run-rate the month will close $14k short."
"Sarah has exceeded productivity targets by 24% this month — capacity exists to take on new clients."
"Client reviews are falling behind schedule and may impact compliance requirements within 14 days."
Walk in, log in, and know exactly where you stand.
Real-time business visibility
See how the practice is performing the moment you log in.
Stop chasing reports
Reclaim the hours spent gathering data from multiple systems.
Spot issues early
Surface revenue shortfalls, bottlenecks and compliance gaps before they bite.
Manage your team with facts
Know who's meeting targets and who needs support.
One source of truth
Everyone works from the same numbers, updated in real time.
Grow with confidence
Make decisions backed by a complete, current picture of the business.
See your whole practice on one screen.
PracticeIntel is rolling out to professional service businesses now. Book a demonstration or join the waitlist — tell us which systems you use and we'll show you the dashboard built around them.