Professional Services
Turn your firm's operational and financial data into answers.
The problem
Accounting and finance firms carry their most important data across disconnected systems — practice management, time and billing, a CRM, the general ledger. Utilization, realization, revenue per client, and pipeline each live somewhere different, and seeing them together means someone exporting and reconciling by hand. The reporting is always a step behind the work.
How we help
We build and manage the data layer that ties it together. Managed connectors feed practice management, billing, CRM, and accounting into Snowflake; dbt models turn them into the metrics a firm actually runs on — utilization, realization, revenue by client and service line, pipeline. Claude connects through MCP so partners and operations can ask questions directly, and everything surfaces in your client portal.
- Practice management, billing, CRM, and GL unified in Snowflake
- Utilization, realization, and revenue-per-client modeled and tested
- Plain-English answers for partners and operations via Claude (MCP)
- Delivered through your client portal
Proof
1-800Accountant runs on StatLogic.