Audience
Companies in need of a professional services automation platform
About 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. Operating in the market for more than 20 years, IRIS Practice Engine has helped a host of practices grow their business by enhancing efficiency and improving client relationships. Over the last few decades, the company itself has continuously evolved and innovated its software, developing it to keep pace with the changing needs of the accounting space. 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.
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Key Features & Benefits
• AI-powered Time Tracking
• Project Time & Cost Management
• Workforce & Scheduling Management
• Leave & Absence Management
• Compliance & Governance
• Payroll & Billing Integrations
• Analytics & AI Insights
• Mobile & Global Support
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– Get a complete overview of your sales funnel and upcoming work
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– Plan ahead with live heatmaps and utilization forecasts
– Log time with built-in timers and auto-populated timesheets
– Understand margins with role or service-level insights
– Automate time & material, fixed-fee, and retainer billing
– Track project income based on pipeline and committed work
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– Monitor progress, profitability, and capacity in real time
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Practice
Streamline your coaching business:
We help coaches consolidate clunky, disjointed and annoying systems into one simple place.
No more back and forth:
Easy scheduling that shows your real-time availability, simple forms to gather information, invoices and payments — all tied together with automations.
Less time chasing, more time earning:
Create invoices, recurring subscriptions and packages in seconds and get paid on time, every time.
Easy client management:
Practice's world-class tools are built for both sides of the relationship, enabling you to engage between sessions, without giving away your personal phone number.
Learn more
Integrations
Company Information
IRIS
Founded: 1980
United States
www.irisglobal.com/products/accounting-practice-management/iris-practice-engine/
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Product Details
Platforms Supported
Cloud
Support
Phone Support
Online
IRIS Practice Engine Frequently Asked Questions
IRIS Practice Engine Product Features
Professional Services Automation
Billing & Invoicing
Document Management
Project Management
Resource Management
Time & Expense Tracking
CRM
Client Portal
Collaboration Tools
Portfolio Management
Proposal Generation
Quote Management