Reporting & intelligence
Ask your practice a question and get an answer, not an export.
Most practice software answers the questions somebody thought of when they built the reports. The Link ships thirty named reports covering the things firms ask every month — capacity, QC, client managers, AML, contracts, time — plus a pivot builder for the ones nobody anticipated, and Practice Intelligence, which takes the question in English and answers it from your live data.
What it does
Practice IntelligenceAI
Ask about your own practice in plain English — which clients have not had a review this year, who is carrying the most overdue work, which services are due in the next four weeks — and get a table or a chart back, from live data, in seconds.
Client IntelligenceAI
A per-client dossier compiled nightly, so opening a client record means opening the full context: what they use, what they do not, what is outstanding, and what is worth a conversation. No preparation before a call.
Thirty named reports
Capacity, QC performance, client manager load, service assignments, contract review, AML compliance, time and utilisation, profitability, tasks and reminders, client connections — the questions a partner actually asks, already built.
Build your own, and save it
A drag-and-drop pivot builder over the same data, with filters, grouping and saved templates. Run history records every execution, so a number quoted in a meeting can be traced back to the run that produced it.
Management accounts with a narrativeAI
Generate client management accounts and have the commentary drafted from the figures — then edit it. Delivered to the client through The Link rather than as a spreadsheet attached to an email.
Scheduled and delivered
Reports that run on a schedule and arrive where they are needed, so the monthly pack is not dependent on somebody remembering to produce it.
The owner's morning briefingAI
A daily summary of what changed, what slipped and what needs a decision — written for the person who does not have time to open eight dashboards before nine o'clock.
Capabilities marked AI are part of the AI that ships inside The Link — not a roadmap, and not a separate product.
Client reporting tools and the spreadsheets that fill the gaps
The rest of the platform
Practice management
Jobs, stages, owners, capacity and time — the spine the rest of the firm hangs off.
Communications
Email, calls, meetings, internal chat and campaigns — all attached to the client they belong to.
Compliance
HMRC, Companies House, AML and the audit trail that proves all three were done.
Bookkeeping
Bank statements, receipts and supplier documents read by AI and pushed to the ledger — without a separate auto-entry licence.
Proposals & engagement
Scoped proposals, engagement letters and e-signature — signed, countersigned and filed without leaving the platform.
Billing & credit control
Direct Debit, recurring fees, payment links and a chase ladder that runs without anyone remembering to.
Client experience
What your clients actually touch — the portal, the app, and every page they land on to approve, sign or send you something.
See reporting & intelligence against your own firm.
Thirty minutes, screen shared, your work on the table. Or answer six questions and get a deck built around what you said matters.