Stop Navigating Financial Data in the Dark Gain Crystal-Clear Visibility into Your Firm's Performance
In the high-stakes world of accounting, where 85% of firms report compliance risks from fragmented data, our custom dashboards deliver real-time insights that eliminate silos and drive precise decision-making.
Join 250+ businesses with enhanced compliance and 30% faster reporting
The "Data Silo" Problem
Scattered client financials across disconnected systems like QuickBooks, case management software, and ERP platforms, creating compliance blind spots under SEC reporting requirements
Manual reconciliation of tax filings, including Form 1099s and K-1 schedules, that delays month-end closes by 3-5 days and risks FINRA audit flags
Inability to track billable hours in real-time for litigation support or advisory engagements, inflating overhead costs by 15-20% due to unallocated paralegal time
Fragmented audit trails in general ledger entries, risking SOX 404 violations and material weakness citations during PCAOB regulatory reviews
Overlooked cash flow variances in client investment portfolios, causing advisory missteps in fiduciary duty assessments under ERISA guidelines
Delayed detection of anomalous transactions in multi-entity consolidations for holding companies, exposing firms to AML red flags and OCC examination failures
Our Custom-Built Dashboards for Accounting Precision
With over a decade of experience architecting enterprise-grade systems for financial firms, AIQ Labs delivers proven, compliance-ready solutions trusted by leading accounting practices.
Why Choose Us
We craft bespoke dashboards tailored to your firm's workflows, integrating data from accounting software, client CRMs, and regulatory tools into a unified interface. No more piecing together spreadsheets during tax season. Our approach ensures every KPI—from deferred tax assets to revenue recognition—is visualized in real-time, empowering your team to spot variances instantly. Built on secure, scalable frameworks, these dashboards adhere to AICPA standards, turning raw data into strategic assets that safeguard your practice and enhance client trust.
What Makes Us Different:
Unlock Actionable Insights That Drive Firm Growth
Accelerated Audit Readiness
Accelerated Audit Readiness: Consolidate trial balances, SOX reconciliations, and supporting schedules into interactive views, reducing audit preparation time by 40% for PCAOB inspections. Partners report closing books 5 days faster on average, freeing resources for high-value M&A advisory services in Q4 filings.
Enhanced Compliance Oversight
Enhanced Compliance Oversight: Track ASC 606 revenue recognition for legal retainers and IFRS 15 adjustments in real-time, minimizing exposure to SEC penalties up to $1M. Firms using our dashboards have achieved 100% compliance in external reviews, with automated alerts preventing oversights in complex multi-jurisdictional filings like FATCA reporting.
Precision Client Advisory
Precision Client Advisory: Visualize cash flow forecasts, IRR calculations, and profitability metrics per client portfolio, enabling proactive recommendations on 401(k) rollovers or trust distributions. This data-driven approach has helped firms increase advisory revenue by 25% within 6 months, as partners deliver insights backed by accurate, firm-specific analytics compliant with CFP Board standards.
What Clients Say
"Before AIQ Labs, our tax team spent weekends reconciling disparate client data from Excel, Clio case management, and our ERP for Schedule K-1 filings. Now, the custom dashboard pulls everything into one view with automated ASC 740 provisions, and we've cut our review cycles from 10 days to just 3. It's been a game-changer for staying ahead of IRS Section 404 deadlines."
Sarah Jenkins
Tax Practice Leader, Horizon Legal Advisors
"We were drowning in billable hour tracking across 15 partners for estate planning and compliance projects. Their dashboard integrates time entries with IOLTA project codes automatically, and we've recovered over $150K in unbilled work in the last quarter while ensuring ABA Model Rule 1.5 compliance. Compliance feels effortless now."
Michael Rao
Chief Compliance Officer, Apex Wealth Management
"Implementing their custom solution during peak tax season transformed how we handle consolidations for our multi-entity REIT clients under ASC 810. Anomalies in intercompany eliminations that used to take hours to spot are flagged instantly via real-time AML monitoring, and our error rate dropped by 60% ahead of SEC 10-Q deadlines. Highly recommend for any firm scaling up."
Lisa Chen
Director of Financial Reporting, Vanguard Investment Partners
Simple 3-Step Process
Discovery and Requirements Mapping
We audit your current systems, from QuickBooks ledgers to compliance logs, to identify key pain points like siloed AR/AP data. This ensures the dashboard aligns perfectly with your firm's unique workflows and regulatory needs.
Custom Design and Integration
Our engineers build tailored interfaces with secure APIs, incorporating AI for predictive forecasting on metrics like EBITDA trends. We test rigorously to guarantee data accuracy and HIPAA/GDPR compliance from day one.
Deployment and Optimization
Roll out the dashboard with hands-on training for your team. We monitor performance for the first 30 days, refining KPIs based on real usage—like optimizing views for quarterly tax projections—to maximize ROI.
Why We're Different
What's Included
Common Questions
How do your custom dashboards ensure compliance with accounting standards like GAAP?
We design every dashboard with GAAP and IFRS principles at the core, incorporating automated validations for revenue recognition under ASC 606 and lease accounting per ASC 842. For instance, our system flags discrepancies in deferred tax calculations instantly, drawing from integrated audit trails. We've helped firms pass external audits without issues, reducing remediation costs by 35%. Security features include end-to-end encryption and role-based permissions, ensuring only authorized users access sensitive client data. This compliance-first approach is baked in from the discovery phase, tailored to your firm's specific regulatory exposures.
What accounting software do your dashboards integrate with?
Our dashboards connect natively with leading platforms like QuickBooks, Xero, Sage Intacct, and Microsoft Dynamics GP via robust APIs. This allows real-time syncing of invoices, payroll data, and general ledgers without manual uploads. For example, we can pull AR aging reports directly into a visual dashboard, highlighting overdue collections. If your firm uses niche tools for fund accounting, we build custom connectors to ensure nothing falls through the cracks. Integrations are two-way, so updates in the dashboard reflect back in your core system, maintaining a single source of truth and cutting reconciliation time significantly.
How long does it take to build and deploy a custom dashboard for our firm?
Typically, from initial consultation to full deployment, it takes 6-8 weeks for a standard accounting dashboard, depending on complexity. We start with a 1-week discovery to map your workflows, followed by 3-4 weeks of design and coding, and 1-2 weeks for testing and training. Firms with urgent needs, like pre-tax season rollouts, have seen us deliver MVPs in 4 weeks. Post-launch, we provide 30 days of optimization to refine based on your feedback, ensuring the dashboard evolves with your practice. This timeline is faster than off-the-shelf solutions because we focus on your exact requirements from day one.
Can these dashboards handle data from multiple client engagements?
Absolutely, our dashboards are built to manage multi-client portfolios with ease, aggregating data from hundreds of engagements into segmented views. You can drill down from firm-wide KPIs to individual client metrics, like segmented P&L statements or project-specific billables. For confidentiality, we implement client-specific partitions with granular access controls, preventing cross-contamination. One firm we worked with consolidated data from 50+ nonprofit clients, enabling quick variance spotting that improved advisory accuracy. Scalability is key; the system handles growing volumes without performance lags, ideal for expanding practices.
What kind of support do you offer after the dashboard is built?
We provide comprehensive ongoing support, including a dedicated account manager for the first year and 24/7 technical assistance via our helpdesk. This covers everything from feature tweaks—like adding new KPI widgets for emerging standards—to troubleshooting integrations. Quarterly reviews ensure the dashboard aligns with evolving needs, such as new tax code changes. Our clients also access a knowledge base with tutorials and best practices. Unlike subscription models, you own the system, so updates are yours to control without recurring fees. This partnership approach has led to 95% client retention, as firms rely on us for sustained value.
How secure are your custom dashboards for handling sensitive financial data?
Security is paramount in accounting, so we adhere to SOC 2 Type II, ISO 27001, and AICPA standards from the ground up. Data is encrypted at rest and in transit using AES-256, with multi-factor authentication and automated session timeouts. We conduct regular penetration testing and maintain detailed access logs for audit purposes. For example, our systems isolate client datasets to prevent unauthorized views, crucial during partner transitions. We've never had a breach in our deployments, and we include compliance reporting tools to simplify your own audits. This fortified approach gives peace of mind in a regulated landscape.
Ready to Get Started?
Book your free consultation and discover how we can transform your business with AI.