CCH Axcess Data Insights

Operate more intelligently with key performance indicators using business intelligence and data visualizations.

CCH Axcess Data Insights helps firms gather business intelligence and develop insights that drive change in the firm.

Turn Information into Insights

Accountants love numbers, but rows and rows of data are just information. Data visualizations help you understand trends and identify problems before they get out of hand. KPI dashboards turn the data into intelligence so you can develop actionable insights.

CCH Axcess Data Insights provides data visualizations of KPIs focused on Firm Health, Partner Performance, Staff Metrics, AR & Profitability, Project Status & Resourcing and Marketing. It helps customers dive deeper into their data and take action to improve business and internal processes. Accountants love numbers, but rows and rows of data are just information. Data visualizations help you understand trends and identify problems before they get out of hand. KPI dashboards turn the data into intelligence so you can develop actionable insights.

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Take Action to Improve Efficiency

CCH Axcess Data Insights allows you to make changes in your firm operations to improve efficiency and profitability. Since you can monitor the KPIs daily, you can better understand trends, validate the integrity of how you are entering data and identify problems earlier than you can with a traditional monthly reporting process.
Gaining insight
Near real-time information

Firms that run reports monthly can be slow to react when something isn’t quite right, and they are basing decisions off of old information, making their decisions reactive not proactive. With CCH Axcess Data Insights, firms have access to near real-time data any time they want it, and they can monitor KPIs daily to spot trends and stay ahead of problems.

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Interactive drill-downs

Static reports often don’t provide the information firms want. Even customizable reports are typically limited in the type of data they provide and the ways the data can be viewed. CCH Axcess Data Insights enables access to much of the firm’s data within CCH Axcess, and it gives firms the ability to slice and dice, filter and sort data on the fly. Dashboards can be modified to fit your needs.

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Easy-to-use, out of the box

Most firms don’t have the time or skillset necessary to create their own dashboards. CCH Axcess Data Insights provides pre-built dashboards with six areas of focus to provide firms with insight across all levels of their business.

Slice and dice, filter and sort data on the fly

Visualize the Data in Your System

“Within the first hour of looking through the system… we recognized that there was some employee data that was not entered consistently within our own database. Without straightening that up, we would have had inaccurate or misleading analysis... Having the information displayed graphically helped us to… better analyze the information we have. “

CCH Axcess Data Insights is powered by the award-winning CCH Axcess Data Axcess Utility.