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πŸ“’Accounting Firms

AR ageing. Fee income. Utilisation.

GraceLumiq integrates directly with Xero and understands accounting firm data - invoices, staff hours, client fees, and SARS reporting needs.

Accounting and advisory firms in South Africa face the same challenge: understanding which clients are most profitable, which staff are utilised, and which invoices are overdue. GraceLumiq connects directly to Xero or accepts any CSV export from your practice management system.

Works with:CSV / ExcelXeroDirect DB

Auto-detected KPIs

Total Fee Income

R485,000

Outstanding AR

R124,000

Avg Hours/Staff

142 hrs

Active Clients

87

Computed automatically on upload. No configuration.

Chart types used

β–ŠBar chart
∿Line chart
βš–Comparison
☰Data table
β–¦KPI tiles
β—•Pie chart
πŸ—ΊSA Map

Data Autopilot sections

01Financial overview
02Top clients by revenue
03AR ageing analysis
04Monthly billing trend
05Staff utilisation
06Period comparison
07Service type breakdown
08Outstanding balance summary

One click β†’ full accounting firms analysis report

Sample questions

Ask anything about your accounting firms data

These are real questions accounting firms professionals ask. GraceLumiq generates 25 tailored to your exact column names on upload.

1

β€œWhich clients have invoices overdue by more than 30 days?”

⚑ Alerts
2

β€œWhat is my total fee income by service type this quarter?”

πŸ† Rankings
3

β€œWhich staff member billed the most hours this month?”

πŸ† Rankings
4

β€œShow me monthly billing trend for the year”

πŸ“ˆ Trends
5

β€œCompare billings collected this month vs last month”

βš–οΈ Compare
6

β€œWhich client generates the most fee income?”

πŸ† Rankings
7

β€œWhat is the total PAYE deducted this year for SARS filing?”

πŸ“Š Overview
8

β€œShow me AR ageing - how long are invoices outstanding?”

⚑ Alerts
9

β€œWhich service type has grown the fastest year-on-year?”

πŸ“ˆ Trends
10

β€œWhat percentage of billings are collected within 30 days?”

πŸ“Š Overview
πŸ“’

Questions tailored to your actual data

When you upload your accounting firms data, GraceLumiq reads your column names and generates 25 questions specific to your dataset - referencing your actual field names, product names, and data patterns. Not generic templates.

πŸ“’

Start analysing your practice performance

Connect Xero or upload your practice export. AR ageing, fee income, and utilisation ready instantly.

Free plan available Β· No credit card Β· Cancel any time Β· Pricing in ZAR