Features · accounting, audit and advisory firms
What Beeye does. And what it doesn’t.
The key features in pictures. Beeye proposes and automates the day-to-day. You decide.
Scheduling & resource allocation
| W36 | W37 | W38 | |
|---|---|---|---|
| SMSophie M. | Year-end Aster | Review RivoliConflict | VAT Lnetz |
| AKAmel K. | Review Orbe | Proposal | |
| TLThomas L. | Audit Novalisby phase | VAT Bréval | |
| MDMark D. | Review Lenta | Year-end Corvel | Year-end Corvel |
| JPJulie P. | Audit Sirven | Proposal | |
| NTNora T. | VAT Orbe | Audit Sirvenby phase | |
Two granularities
Phases of a statutory audit and tasks of an accounting file, in a single view.
Assisted scheduling
Proposals based on availability and skills. You arbitrate.
Conflicts & capacity
Overloads detected, alerts before the team is saturated.
Drag-and-drop
One-click reassignment, bulk transfer with an optimization proposal.
Placeholder resources
Lay down an upcoming workload before naming the person.
Statuses & locking
Draft, confirmed or locked: the firm commitment stands out.
Aakriti MagoChief Operations Officer · Moore JFC Group“We’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.”
Time tracking
Pre-filled timesheets
Days come in from the workload plan. The team member confirms.
Charged at the right level
To the engagement, to an audit phase, or to a fixed-fee advisory package.
↗ 2 h over a 40 h week
| Project | Total | M | T | W | T | F |
|---|---|---|---|---|---|---|
| Audit Sterling | 14h | 4h | 3h | 4h | 3h | |
| Audit Sirven | 9h | 2h | 3h | 2h | 2h | |
| Review Corvel | 9h | 3h | 1h | 2h | 3h | |
| Review Kréo | 5h | 2h | 3h | |||
| VAT Orbe | 3h | 1h | 2h | |||
| Interim Lenta | 2h | 2h |
Reminders & approval
Automatic reminders, time approval with filters on overruns.
Hours bank & expenses
Peak-hours accrual, expense reports charged to engagements.
Steering & profitability
Budget vs actual
Budget sold, time spent and estimate at completion, continuously.
Estimate at completion
Know whether the engagement will be profitable, while it is running.
Overrun alerts
Alert as the budget approaches, tracking by phase, margin on fixed-fee packages.
Dashboards by role
Workload, time and profitability with no re-keying, from team member to partner.
Power BI export
Native connector for your company dashboards.
Stacey BallStrategic Operations Manager · Kruggel Lawton CPAs“We 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.”
Tasks, projects & skills
Tasks & subtasks
Statuses, checklists, comments. The task module stays optional.
Engagement templates
Built with professional bodies, adaptable per client.
Phases & recurrence
Tracking by phase, recurring tasks, dynamic due dates.
Skills & profiles
Skills, levels and interests, taken into account in proposals.
Integrations
The quote comes in from your practice-management tool or CRM, time and progress flow out to your billing. Beeye does not handle billing: it connects to it. The mode of each integration (native API, connector or import/export) is specified before you go live.
Practice Engine, Star
CCH Axcess Practice+, Workflow / XCM
Deltek
Certinia
Microsoft Dynamics
Aiwyn
LCvista
Outlook
Power BI
SSO Entra ID
Excel import / export
REST & GraphQL API
Claude
Copilot
ChatGPT
Security
Where your data is hosted, who can reach it and how you get it back are set in your contract, and the audit is renewed every year.
Independent annual audit, GDPR.
Depending on your region, encryption in transit and at rest.
Entra ID, role-based rights, delegation.
Your data, including at end of contract (90 days).
Your requirements, reviewed with you.
We go through your requirements one by one and show you how Beeye covers them. What’s missing, we tell you.
Book my demo30 minutes with an expert who knows firms. We’ll tell you straight if Beeye is right for you.