Resource management software for audit, tax and accounting
See who’s free, what’s going over budget, and what’s coming
Put the right person on every job, catch engagement budgets before they blow margin, and take on new work knowing the capacity is there.
- We import your data and build your first plan: a first team starts in under 30 days
The assistant reads, it doesn’t write: every change is made in Beeye, by a manager, and stays tracked
What firms gain
We were inefficient in using two systems to allocate work and build reports. Beeye has given us a shared picture of upcoming work, statuses, capacity, scheduled hours, and budgets in one place.
Carolyn Jeyaseelan, CPADirector of Accounting & Assurance Services · Taylor LeibowWe’ve got 110 staff, they are plotted against these projects. We can quickly see we need eight to ten more people for two months. Those sorts of decisions have become a lot easier and more apparent.
Aakriti MagoChief Operations Officer · Moore JFC GroupWe like that Beeye allows us to input budgets directly into the software, so we have good reporting for the entire process from budget to actual to scheduled.
Stacey BallStrategic Operations Manager · Kruggel Lawton CPAsOne firm-wide view, each service line planned its own way
Audit runs on engagements, tax and recurring advisory run on tasks. Beeye is built from the ground up around task-level routing, so an audit engagement breaks into stages and a tax return breaks into tasks, each with its own budget versus actual versus schedule.
Audit. Large, regulated engagements run over weeks, in interim, inventory and final phases, with a team to staff at each stage. Tax. Hundreds of returns in a compressed season: several tasks a day per preparer, each one routed the moment the file is ready. Advisory. Recurring client work that never stops: monthly close, bookkeeping, reporting and controller work, planned as a continuous flow and tracked against each client’s budget.
The statutory audit, phased across the year
Interim, inventory, final: the scheduler places the team on each phase and sees the workload for the whole year. When a client moves their inventory count, the plan readjusts without rebuilding three tabs.
Beeye suggests assignments based on your audit engagement templates. Your managers decide.
One line per engagement, tied to the right phase
An auditor’s day fits on one engagement. Their timesheet is confirmed in one line, charged to the current phase: field actuals reach the engagement tracking the same evening.
Actual time by phase feeds the engagement’s profitability tracking directly.
The engagement tracked phase by phase
Each phase has its budget. If the final phase slips by 18 hours, the signing partner knows during the final: they reassign or renegotiate before the review, not at the year-end debrief.
On a multi-year engagement, a phase overrun is visible right away, not at the debrief.
Busy season, hundreds of returns under control
Returns, extensions, K-1 packages and reviews: hundreds of small jobs, each routed to the right person the moment the file is ready, with complexity matched to skill. The scheduler sees who is overloaded, who has slack and which filing deadline is coming, without rebuilding a pivot table on Monday morning.
Beeye suggests assignments from your return templates. Your managers decide.
Pre-filled days, ready to confirm
Five returns in a preparer’s day, five lines already filled from the schedule. The team member confirms, adjusts at the margin, and the timesheet goes out right: time entries come in without chasing.
No more Friday-evening reconstruction.
A return’s budget, while the return is open
Sold fee, time spent, estimate at completion: each return shows the gap while it widens. The partner decides with today’s numbers, not after the return has gone out.
Fee consumption visible while the return is open, not after it has been filed.
Recurring client work, planned as a flow
Monthly close, bookkeeping, reporting and controller work recur every period. Beeye lays each client’s recurring tasks on the month and routes them as they come due, so nothing waits for someone to assign it.
Beeye suggests workload from your recurring client templates. Your managers decide.
Time tied to each client’s recurring budget
Hours on each recurring client are compared to that client’s budget as they land: margin reads continuously, not at invoicing.
On a recurring engagement, every untracked hour quietly eats into the margin.
Recurring-engagement margin, in real time
Time consumed against each client’s budget: the engagement shows its estimated margin for the period. The partner spots the client that is slipping early enough to adjust scope or revisit the fee.
A client on track is visible at a glance, and so is one that is slipping.
You talk to your AI. It queries Beeye.
From Claude, Microsoft Copilot or ChatGPT, ask in plain language. Your assistant calls Beeye and answers from your firm’s own data: engagements, budgets, availability. Your data, in the AI tool you’re already working in.
Your usual assistant
No new window to learn. The conversation happens in the AI tool your firm already works in, alongside everything else your team does there.
Your work, your people
Systems of record give you statuses. Chatbot answers are general. Beeye can tell you who’s free, who’s suitable, and what it costs to put them on the work, with engagements, budgets, fees and people data together.
Suggestions, not decisions
The assistant suggests; a manager applies it in Beeye. The connector is read-only, never changes your data, and what each person sees matches their permissions in Beeye.
Freedom to unlock your data
The data sits in Beeye, but the schedules, budgets and hours belong to you. Beeye makes your data answerable in whichever assistant you choose. Your resource management software shouldn’t lock you in to specific AI tools.
Your workflow tool already knows the detail
Scheduling audit work is the part most tools handle: a large engagement, a team, phases across the year. Tax and recurring advisory break those tools, because the thing you are scheduling is not the engagement, it is the task. Ready work arrives from your workflow system already broken down the way your firm works, and what happens next decides whether that detail survives.
Four steps, four different skill levels, four different people, and the schedule shows one bar. You cannot see who the review is waiting on, or that the partner sign-off is the bottleneck.
Every step keeps its own owner, its own skill level and its own budget. The task that is actually holding the return up is visible, and so is the person it is waiting on.
There were treasures, knowledge and strength in every office. And we weren’t able to capitalize on any of it. Unless you stumbled upon them, you didn’t know they existed.
The Wow moment for me was when we saw a budget flow in from IRIS Practice Engine.
Kim BeauchampPartner and Chief Operating Officer · AAFCPAsIt’s really easy to get the right people on the right jobs, see who is on that team, and make changes to the schedule when needed.
Dan BowlesPartner · PM+M Chartered AccountantsOpen to your firm’s ecosystem
Your practice management system is the system of record. Beeye is the decision layer on top: who does the work next week, whether the budget holds, and what the work actually cost. Actuals flow back out, so the next quote is priced on evidence.
Common integrations
Practice Engine
Star
CCH Axcess Practice+
CCH Workflow / XCM
Deltek
Certinia
Microsoft Dynamics
Aiwyn
LCvista
Outlook
Power BI
SSO Entra ID
Excel import / export
REST & GraphQL API
Claude
Copilot
ChatGPT
Practice management, workflow, billing, HR, BI: Beeye fits into the firm’s existing chain, it does not replace it. Ready work flows in from your workflow system and keeps its task-level detail, where higher-level schedulers lose it. The mode of each integration (native API, connector or import/export) is confirmed for your vendor before you start.
Your data in safe hands
Third-party verified security and compliance, GDPR-compliant hosting, full data reversibility.
SOC 2 Type II and B Corp, audited every year by an independent third party.
Having an algorithm to help match a skill of what a team member is proficient at or is learning gives us the ability to put the right people in the right spots, with the ability to scale and develop those individuals.
Everyone was ready for a better way to schedule and report, especially during painful busy season planning. Beeye just made sense.
Erin SakAssurance Partner · Smith + HowardWe need resource management that supports our pace of growth. There was honestly no other product as intuitive as Beeye.
What’s limited visibility into capacity and margin costing your firm?
We look at where your hours actually go: budget slippage seen too late, and a lack of visibility on margins and profitability. And what Beeye changes.
30 minutes with an expert who knows accounting firms. We’ll tell you straight if Beeye is right for you.