IRIS Practice Engine
IRIS Practice Engine is practice management software for accountancy firms and CPAs, covering jobs, workflow, time, expenses, billing, and reporting.
What IRIS Practice Engine is
IRIS Practice Engine is practice management software for accountancy firms and CPAs, covering jobs, workflow, time, expenses, billing, and reporting. Firms can manage recurring and ad-hoc jobs with due dates, budgets, subtasks, staff assignments, templates, and portfolios. Staff can record chargeable and non-chargeable time against jobs and tasks, and capture expenses and receipts on the go. Billing supports job, service, or group arrangements, scheduled billing, invoices, credit notes, and multiple currencies. Scheduling includes staff availability, auto-scheduling to help avoid conflicts, Outlook calendar syncing, and annual leave management. Client onboarding forms and AML questionnaires can be configured, with access restrictions for clients who have not completed due diligence. Managers can review posted and unposted work in progress and transfer, adjust, recover, or write it off. Standard reports are included, with optional data warehouse reporting through Power BI and Tableau. IRIS describes consultant-led implementation covering setup, migration, and training. Pricing is on request.
Good
- Manages recurring and ad-hoc jobs.
- Tracks chargeable and non-chargeable time.
- Supports scheduled billing and multiple currencies.
- Configurable onboarding includes AML questionnaires.
- Optional reporting through Power BI and Tableau.
Watch out
- Pricing is available on request.
- Additional API developer help is billable.
- Poorly designed or excessive API activity can affect performance.
Who it suits
IRIS Practice Engine is presented for mid-sized accountancy firms and CPAs managing jobs, staff capacity, client compliance, and billing. It may suit firms seeking consultant-led setup and data migration.
Verdict
IRIS Practice Engine brings job administration, time, billing, compliance, and work-in-progress tools together for accountancy firms. Its consultant-led implementation and pricing-on-request model are worth factoring into evaluation.
The facts
Each one read from IRIS Practice Engine's own pages, with the date it was checked.
What it does
- API
- The Practice Engine API can read and write data subject to the API user's permissions, while customer database access is read-only; developer assistance is billable.checked 5 Oct 2026
- API limits
- Customers can build API integrations, but additional developer help is billable and excessive or poorly designed API activity can affect performance.checked 4 Oct 2026
- Client compliance
- Client management includes onboarding forms and in-system AML questionnaires, with access restrictions for clients who have not completed due diligence.checked 5 Oct 2026
- Credit control
- Its enhanced credit control module runs nightly dunning processes and can suspend clients based on outstanding debts.checked 5 Oct 2026
- Implementation and support
- IRIS describes implementation as consultant-led, covering setup, data migration, training and best practices, with timing dependent on firm size, technology setup and complexity.checked 4 Oct 2026
- Integrations
- The product page says it integrates with financial, CRM, and other third-party applications; it also describes Outlook calendar sync and Power BI and Tableau reporting connections.checked 5 Oct 2026
- Intended customer
- IRIS describes Practice Engine as a solution for mid-sized firms with big ambitions.checked 4 Oct 2026
- Job management
- Firms can manage recurring and ad-hoc jobs using due dates, budgets, subtasks, staff assignments, templates, portfolios, and bulk administration.checked 5 Oct 2026
- Pricing
- The product page directs prospective customers to speak with an expert and does not state a price.checked 5 Oct 2026
- Purpose
- IRIS Practice Engine is practice management and workflow automation software for CPAs and accounting firms.checked 5 Oct 2026
- Reporting
- It includes standard reports and supports linked SSRS reports, scheduled report batches, and an optional data warehouse for Power BI and Tableau.checked 5 Oct 2026
- Scheduling
- Scheduling provides staff availability views, auto-scheduling, Outlook calendar sync, and annual leave management.checked 5 Oct 2026
- Security
- Practice Engine API calls use the same permission rules as its front end, and IRIS advises limiting API users to necessary permissions and keeping credentials confidential.checked 5 Oct 2026
- Support and implementation
- IRIS describes consultant-led implementation covering setup, data migration, training, and best practices, with timing dependent on firm size, technology setup, and needs.checked 5 Oct 2026
- Time and expenses
- It supports job and task time tracking, configurable timesheets, completion alerts, and expense capture with grouped, split, and unit-based receipts.checked 5 Oct 2026
- Work in progress
- The product provides dashboards for posted and unposted work in progress, transfers, write-offs, and journal adjustments.checked 5 Oct 2026
Money
- Billing
- Billing supports job, service, or group billing, scheduled or milestone-triggered drafts, credit notes, and client-preferred currencies.checked 5 Oct 2026
The company
- Company
- IRIS Capital Limited lists its registered office in Slough, United Kingdom; the product page does not state a founding year.checked 5 Oct 2026
- Founded
- 1978checked 28 Sep 2026
- Headquarters
- Slough, United Kingdomchecked 28 Sep 2026
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