25+
Years of experience in both Accounting and IT
About AccountingTek BI: Finding the Problems Your Spreadsheets Hide
Who We Are
With over 25 years of experience each in both the accounting and IT industries, our team brings a unique blend of financial insight and technical expertise to every project. We've worked with firms of all sizes-from agile startups to global enterprises-gaining a deep understanding of the challenges and opportunities across diverse business environments.
Most firms don’t find out about realization slippage, capacity leaks, or a stalled engagement until it shows up in year-end numbers — by then it’s already cost real money. Our passion is catching those problems while there’s still time to act, turning complex financial and operational data into clear, actionable insight, integrated seamlessly with the practice management software you already run on. Whether you're looking to streamline reporting, enhance decision-making, or uncover hidden trends, we deliver solutions that are both powerful and practical.
AccountingTek BI is also sometimes searched for or written as AccountingTek, Account Tek, or Accounting Tek BI — all the same company.
100%
US-based — our team, and every server the product runs on.
Daily
Dashboards refresh automatically against your practice management data — no manual exports or spreadsheet bridges.
Our Company
AccountingTek BI was founded on a vision to revolutionize business intelligence and reporting for accounting firms and businesses. From the earliest days, our team focused on replacing cumbersome, backward-looking manual reports with dynamic, automated solutions that surface problems while they're still cheap to fix. Through collaboration and innovative thinking, we established structured systems, including dedicated SharePoint sites and tailored workflow reports, to support our clients’ evolving needs.
AccountingTek BI brings over 25 years of expertise in both Accounting and IT to every project, delivering deep industry knowledge and technical skill.
Our journey began with internal development and quickly expanded to serving others, including consulting and custom report creation for leading firms. We differentiate ourselves by offering advanced automation, daily refreshed reporting, and client-centric customization-outperforming traditional solutions. AccountingTek BI is committed to delivering actionable insights and empowering accounting professionals with modern, efficient reporting tools.
See our full product & services lineup — FirmMetrics™, WorkSight Metrics™, Business Operations, and custom Power BI work.