Practice Management Software

IRIS Practice Engine

IRIS Practice Engine helps you look forward with confidence. Our Cloud-based practice management software gives you the clarity and confidence to make better business decisions.

Why is IRIS Practice Engine different?

Most accounting firms struggle with visibility into firm performance. So, we built a practice management solution with insights into your key metrics, giving you the clarity and confidence to make better business decisions.

At IRIS Practice Engine, we know that you want to be a growing, forward thinking firm, unrestricted by your technology and processes. In order to do that, you need one solution to manage your firm. The problem is that legacy software doesn’t have the features and capabilities you need, which makes you feel frustrated.

We believe your technology shouldn’t hold you back. We understand what it’s like to be frustrated with your current practice management software, which is why we’ve helped hundreds of accounting firms move to IRIS Practice Engine.

Our Features

Ready to try IRIS Practice Engine?

Schedule a discovery call to experience the solution and learn more.

Key benefits for your business

Increase efficiency

IRIS Practice Engine is about helping accounting firms work more effectively and efficiently. It’s designed to simplify sending a bill, and it delivers direct savings through application use.

Dynamic, insightful reporting

We improve accountants’ financial reporting, making the process simpler, with included reports, a data warehouse and an established integration with Microsoft’s Power BI.

Simplify client management

We are more than a efficient invoice and report generator. We make it easier to manage engagements from onboarding new clients to processing invoices to reporting.

Boost effectiveness

IRIS Practice Engine includes great user-friendly features that help to make your business even more effective by cutting administrative costs, remote working and proper project control.

Customer success stories

“One of the main things that I really like about IRIS Practice Engine is their ability to adapt to our ever-changing industry. IRIS Practice Engine tends to be forward looking as far as improving processes, upcoming trends, and how they can implement changes within the program itself.”

Caitlin Kleinschmidt Grimbleby Coleman, CA

“IRIS Practice Engine gives us the tools and flexibility to create meaningful reports to help manage our processes and drive our business. Custom reporting is made easy by allowing us to use the tools we are already familiar with.”

Lisa Dunnigan Olsen Thielen, MN

“IRIS Practice Engine has helped take our firm to the next level. Reports that would take us endless hours to create monthly/annually are now available with just a few clicks (including real-time dashboards); helping us know where we stand at all times and make business decisions sooner.”

Jose Antunes Withum, NJ

See more Case Studies

Key features

Time & billing

Proven and flexible time and billing features that can meet any of your firm’s requirements, including billing automation and mobile time entry.

Integrated workflow

Efficiently move work throughout the firm in one efficient and accountable system that can make job management and tracking simple.

Streamlined scheduling

Streamline your people and processes further with an intelligent scheduling module.

Powerful reporting

Use our extensive and dynamic reports and portfolios, which are built into the system, or easily integrate with Microsoft Power BI and our Data Warehouse to go to the next level.

Comprehensive client management

From prospect to payables, our system can be used for opportunity and prospect tracking.

Expense management

Track all of your staff’s costs related to client and everyday work.

Partnerships & integrations

IRIS Practice Engine has an open API, so it can easily integrate with other databases or platforms you may use. We can push out and update other databases as well as co-mingle data. Plus, we work with other partners to deliver wider solutions for our clients.