Everyone's busy. Nothing's moving. Clients are calling.
You're running a firm full of capable people, but somehow you still can't answer the most basic question: where are my jobs at, and when are they going to be done?
Link connects your workflow, capacity and reporting in one place, so you can see where every job is, who has capacity and what is falling behind before clients start chasing.
THE VISIBILITY GAP
Does this sound familiar?
Everyone seems flat out, but you can't explain why jobs aren't moving.
You find out a job is overdue when the client calls to ask where it is.
You've promised clients deadlines you're not confident you can keep.
You discover write-offs long after jobs are finished and invoices have gone out.
This isn't a people problem.
It’s a visibility problem.
And it won’t go away until your workflow, capacity and reporting are connected.
WHAT YOU’VE TRIED
You’ve already tried to solve this.
Spreadsheets
You built spreadsheets.
The spreadsheets worked, somewhat, but data gets messy, and maintaining them became a job in itself.
Other Solutions
You tried a workflow tool.
It looked sharp in the demo, but capacity remained elsewhere, reporting didn’t connect, so you were still guessing.
The Problem
The problem wasn’t your effort or your people. Each tool solved a specific job, but none connected workflow, capacity and reporting.
That’s exactly what Link was built to do.
Link uses your historical data
to automatically suggest allocations.
Thousands of jobs can be allocated in minutes.
Five things your reporting should be able to do
Test these against any tool you're currently using. Most won't pass all five.REAL PRACTICES. REAL RESULTS.
Practices like yours. Before and after.
Ake Chartered Accountants & Business Advisors
Before
"We lacked the visibility we needed to make important decisions. At our worst we had write-offs of around 30% in some years."
After
Write-offs reduced to effectively nil. Stress of running the firm significantly reduced.
Rice & Company LLP
Before
"In one word, inefficient. We had no visibility of our runway and whether we had the team resources available to execute on the work we agreed to deliver."
After
3x growth since implementing Link, with full operational control maintained throughout.
Drive Accounting
Before
"We had no idea what our team's true productivity and performance was. Our teams were constantly asking what they were doing next."
After
Team hit 90% completion with three months to spare. Earned paid Fridays off from January through March. No EOFY rush.
Finspective
Before
"We had no reliable way to know how much work we actually had on, what reasonable turnaround times looked like, or where we sat relative to our true capacity ceiling."
After
Made the decision to hire based on data, not gut feel. Hitting turnaround commitments to clients consistently.
1. Proposals
Link turns accepted proposals into connected work, so scope, budget, billing and reporting stay aligned.
2. Allocation
Turn thousands of tasks into structured allocations in minutes, with the right people, time budgets and due dates.
3. Capacity
Capacity updates with every allocation, timesheet, completed task and deadline change, showing what is actually deliverable and who is overwhelmed.
4. Workflow
Capacity-driven workflow keeps work moving from one connected place, so priorities, budgets and statuses stay visible.
5. Invoicing
Connect invoicing to the work, so WIP, write-offs, revenue and reporting stay accurate.
6. Reporting
Connect reporting back to proposals, so every job informs the next years budget and scope of work.
THE COMMON OBJECTIONS
We know what you're thinking.
"Our team won't use it."
Link is built for how accountants actually work. Timesheets are entered in seconds directly from the task, with the job and time already suggested. The system stays current because using it is easier than not using it.
Adoption isn't a battle, it's a by-product of good design.
"Implementation will be a nightmare."
Onboarding delivered over 30 days so your team don’t feel rushed. We manage everything. The data cleaning, customisation, training, and go-live support. You commit to three Zoom calls. We do the rest.
"We'll lose connection to Xero Practice Manager."
Link is built on a deep, two-way integration with XPM.
Jobs and tasks flow from XPM into Link. Timesheets entered in Link are submitted back to XPM instantly. WIP reconciles to XPM every day, so your source of truth stays intact.
Link does not replace XPM. It gives your XPM data the workflow, capacity and reporting layers it was missing.
"We're not sure we need this yet."
If you are not sure whether you need Link yet, look at where the pressure is already showing:
- 1Pressure from client deadlines.
- 2Concern that your best people are becoming overwhelmed.
- 3Lack of confidence when promising delivery dates to clients.
Left unchecked, these issues compound. Clients lose confidence when deadlines slip. Good people start looking elsewhere when pressure becomes normal. And when you cannot promise dates with confidence, every new commitment comes at a cost, usually another client, another deadline, or your team’s wellbeing.
NEXT STEPS
See your firm the way it was meant to be run.
Find out what your firm is missing.
Take the self-guided demo and see how Link connects workflow, capacity and reporting across the whole firm.
No sales call. No pressure. See how work moves, how capacity updates, and how the numbers reconcile. Then decide whether it is worth a conversation.
Onboarding takes 30 days. We handle everything. You commit to three Zoom calls.
Everything connected
Built for your team