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.
Excellence
Innovation.
At Link we pride ourselves on not half-solving problems.
Many apps claim to provide WIP Reporting and Capacity Planning, but if you do a little digging, you’ll find this is nothing more than marketing hype with a hollow core. Link is different. We have reconcilable algorithms for both WIP and Capacity that account for every possible scenario you throw at it.
WIP Algorithm
Our Work in Progress algorithm analyses WIP ledger data to provide accurate reporting on the operations of a firm, enabling you to make decisions that are backed by reliable data.
Here are 5 things you can do to test the accuracy and functionality of our WIP algorithm:
WIP balance reconciles to Xero Practice Manager every day Accurate opening and closing WIP for previous periods Invoice values reconcile between client, job & team reports Invoiced & write-up values are visible for every timesheet Average hourly rates available by Staff, Client, Jobs & Tasks
Capacity Algorithm
Our Capacity algorithm provides live insight into each team members available capacity which allows you to better plan your workflow and balance workloads.
Here are 8 things you can do to test the accuracy and functionality of our Capacity algorithm:
Capacity is always live and adjusts with every interaction Capacity is shown as available hours to take on more work Historical overruns don’t impact current month capacity Tasks completed under budget increase available capacity Task overruns reduce available capacity for the month Leave reduces available capacity relative to target capacity Time added to unallocated tasks reduces available capacity Time added to future tasks adjust capacity in both months
Customer Stories
Link simplifies practice management for high-performance accounting firms by not half-solving problems.
Select the customer below to hear their story.SMYD Accounting / Advisory
"You can get the visibility you need quickly and make impactful decisions in a fast-paced environment."
Phoebe Meares, Head of Operations
Drive Accounting
"The goals we set for lifestyle balance, early job filing and workflow efficiencies have come to fruition. The team hit 90% completion with 3+ months to spare and was fully filed a month before fiscal-year-end. This meant the team earned paid time off on Fridays from Jan–March… there was no EOFY rush."
Emma Kenny, Director
Finspective
"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."
Simon Ward, Director
Pricing
Practice
Drag-and-Drop Workflow Monthly Capacity by Team Member Automated Task Allocation Predictive Timesheets Live Individual KPI Reporting
Reporting
WIP Reporting Job Reporting Team Reporting Client Reporting Scheduled Reports
Both
All features of Practice All features of Reporting