Skip to content
Workload management for accounting firms

Capacity planning, without spreadsheets

See who’s overloaded, who has room, and rebalance work in seconds.

Average 4.8/5 from 1,200+ reviews
What you get

Avoid burnout. Exceed expectations.

  • Instant view of over- and under-capacity team members
  • Drag-and-drop reassignment of tasks
  • Built on the workflows you already use
  • Real-time updates as work changes
  • AI suggestions for balancing workloads
Stay ahead of delivery risk

Track team capacity in real time

See capacity clearly

A two-week view of hours planned versus available, per person.

Rebalance in seconds

Move work between people without rebuilding plans.

Keep everyone informed

Staff see priorities; managers see bottlenecks.

Smarter resource management

Plan with confidence

  • Two-week capacity dashboard
  • Native workflow integration — no new templates
  • Automatic sync with task estimates and due dates
Plan with confidence
FAQ

Frequently asked questions

Can’t find what you need? Our team is happy to help.

Kanban shows status. Capacity planning shows hours against availability so you can prevent overload before it happens.

Yes. Changes to tasks, estimates and assignments update instantly.

Capacity planning is included on Growth plans and above.

No. It uses the estimates and assignments from your existing workflows.

Book a demo

Ready to get started?

See it working with your own clients, workflows and billing setup.

  • 30-minute personalized walkthrough
  • Migration plan for your current tools
  • Transparent pricing for your team size

No spam. We only use your details to schedule your demo.