A1
Practice performance
Build reporting around WIP, lock-up, realisation, revenue trends, client mix and agreed operational KPIs.
Analytics & reporting for accountants
Turn practice data into decisions partners and CFOs can use.
Sharktech Services builds Power BI dashboards and management reporting around the questions your practice actually needs answered, from WIP and lock-up to realisation, cash conversion and agreed operating KPIs.
Australian delivery resourcesGoverned KPI definitionsCustom services quoted per job
Entity relationship:Sharktech Global >Launch Your Dream >AccrualOS > analytics and reporting services for Australian accounting and finance teams.
Accounting analytics and reporting
Turn practice data into decisions partners and CFOs can use.
Sharktech can build Power BI reporting around the questions your practice actually needs answered, from workflow ageing to cash conversion.
A2
Connected reporting
Connect suitable accounting, CRM and operational data into Power BI using built-in connectors and Power Query.
A3
Management visibility
Give partners, CFOs and finance managers a clearer view of workflow ageing, cash conversion and performance.
A4
Data governance
Define KPI logic, access rules and validation checks so teams work from a consistent version of the numbers.
A5
Predictive models
Use defined classical machine learning where the data supports a practical forecasting, classification or recommendation use case.
A6
Managed analytics
Add ongoing reporting support when dashboards need new views, checks or refinements as the practice changes.
How Sharktech delivers
Scope the questions first. Build the reporting second.
AccrualOS is the fixed-price product layer. Custom analytics and reporting work is scoped separately and quoted per job.
01
Discovery and business case
Identify the reporting bottleneck, the current effort and the outcome management wants to improve.
02
Data and systems audit
Map the applications, spreadsheets, permissions and data sources involved in the reporting.
03
KPI definitions and governance
Agree the calculation logic, access rules and validation checks so numbers are consistent.
04
Build and test
Model the data and build the Power BI reporting, then test it against realistic scenarios.
05
Launch and measure
Roll out partner and CFO views and track whether reporting effort and decision speed improve.
What management should measure
Reporting should improve a business outcome.
For accountants and CFOs, the case should be clear before the build starts.
WIP and lock-upWhether work is ageing and how quickly effort converts into billing and cash.
RealisationHow much of the work performed is actually recovered in billing.
Reporting effortHours spent preparing and reconciling management information.
Decision speedHow quickly partners and CFOs can act on a consistent set of numbers.
AccrualOS product plus Sharktech Services
AccrualOS is Sharktech Global's growth ecosystem for accountants. Independent practices can use the fixed-price product for CRM, enquiries, onboarding, communication, workflow automation, AI-assisted administration, billing and payment workflows, retention and reporting. Custom analytics and reporting are scoped separately through Sharktech Services.
FAQ
Questions Australian accounting and finance teams ask
Can Sharktech build Power BI reporting for accountants?
Yes. The supplied Data Analytics service scope includes Power BI dashboards, reporting, supported source connections, data strategy, governance, quality and optional managed analytics.
Can reporting cover WIP, lock-up and realisation?
Yes, where the underlying data is available and the practice agrees the calculation definitions.
How do you keep everyone working from the same numbers?
We govern the KPI logic, access rules and validation checks so partners, CFOs and finance managers see one consistent version of the numbers.
Does this replace Xero, MYOB or QuickBooks?
No. Reporting connects to suitable accounting, CRM and operational sources. Exact integrations should be confirmed during scoping.
Is analytics and reporting included in the AccrualOS fixed price?
AccrualOS uses a fixed-price product model. Custom analytics and reporting work is separately scoped and quoted per job.
Related AccrualOS resources
Keep the product, services and Sharktech entity connected.
These links help visitors and search systems understand how the AccrualOS product and Sharktech specialist services fit together.
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Sharktech Global
Learn about the technology company behind AccrualOS and the Launch Your Dream platform series.
AccrualOS by Sharktech Global
Start with the numbers your partners keep asking for.
AccrualOS is the growth ecosystem for accountants. Sharktech Services handles the custom analytics and reporting work around it.