See what is driving firm performance
Bring financial and operational data together to understand revenue, margin, utilization, pipeline, and client performance.
4 sources syncing
QuickBooks
HubSpot
Stripe
Practice management
Define the metrics that matter
Create reusable drivers, formulas, dimensions, and segments for the KPIs your firm uses to run the business.
Utilization below target
Keep reporting governed
Give users and groups access to the right workspace pages, then share selected reporting without exposing everything else.
Weekly performance report
1
Partner review
Share report
Turn signals into action
Surface changes in performance and make trusted metrics available to the teams and workflows that can act on them.
At-risk revenue
$1.28M
WorkInternal replaced manual operational workflows with systems our team actually relies on daily
Niko Ludwig, Founder @ Collateral.com
One data foundation. Every decision.
WorkInternal replaces fragmented dashboards and spreadsheet handoffs with a shared layer for metrics, reporting, and activation.
CRM
Finance
PMS
Connect every source
Bring finance, CRM, practice-management, and warehouse data into one governed analytics layer.
$4.8MAdvisory
$3.1MTax
$2.6MAssurance
Model your firm
Define the drivers and dimensions behind performance, from practices and offices to clients and engagements.
Client profitability
Break down by
Build reporting your way
Combine live KPIs, formulas, charts, and detailed tables in reporting pages built around how your team works.
Your weekly report is ready.
TWorkInternal
Share and activate
Deliver governed insights to the people, tools, and workflows that turn analysis into action.