Finance presentation with charts on a screen during a meeting
For bookkeeping and accountancy firms

Dashboards and AI for your accountancy firm

Your firm wants to work data-driven: steer on up-to-date figures, advise clients with dashboards and run processes that are ready for AI. Datalab connects your accounting, payroll, tax and office systems, builds the dashboards, automates processes with AI and takes care of the platform. The foundation underneath: Datalab Accountancy Studio. You don't need your own BI team - we can deliver the complete result.

Where Accountancy Studio makes the difference

Accountancy Studio is not a standalone dashboard, but a modular data foundation that enables your firm to manage, alert, advise, audit and automate from the same reliable data.

What is Accountancy Studio?

Datalab Accountancy Studio is the data foundation beneath all these applications. It brings data from administrations, payroll packages, tax sources, CRM, sales, ERP, audit files and office applications together in one manageable environment, with established definitions, access rights, data quality and reusable data models.

That shared data foundation prevents standalone reports with different truths: every application - from firm management to AI - works with the same reliable figures. You can start small and add modules later without starting over.

Accountancy Studio in action

In ninety seconds we explain the full story: from scattered data sources to one reliable foundation for insight, control and advice.

Applications

What your firm can do with it

Five concrete applications that can all land on the same data foundation. You choose where to begin; the rest can follow modularly later.

1 Firm management

Overview of organisation, work in progress and commercial opportunities

Partners, managers and relationship managers see the same up-to-date figures in Power BI dashboards on capacity, productivity, work in progress and client portfolio. CRM and administration data make visible where clients are growing, where advisory potential exists and which dossiers need attention.

2 Alerts

Improve internal processes before deviations grow

Continuously scan administrations for anomalies and missing coherence, such as a corporation tax charge that doesn't match the result or costs that are out of step. This shifts work from retrospective correction to timely intervention.

3 Client advice

Dashboards that go beyond the bookkeeping

Combine accounting data with payroll data, tax information and client data from CRM, sales, ERP or operational systems for scalable client advice. This creates advice that doesn't just look back, but explains what's happening and which choice the entrepreneur can make now.

4 Continuous auditing

100% checks instead of sampling alone

Compare audit files, accounting systems and other sources automatically and repeatably. Anomalies, duplicate entries, missing documents and patterns surface faster than in manual sampling.

5 AI and automation

Chatbots and workflows based on reliable data

AI for accountants automates recurring tasks away, supports the advisory role and secures the accountant's value for the future. Accountancy Studio lays the foundation for recurring dossier checks, draft advice, internal knowledge bases and reliable workflow automation. Firms like Van Wezel already deploy AI at scale to make internal processes more efficient.

Case study

De Administratie and BPO: data as the basis for advice

De Administratie wanted to bring client data from different systems together in one place to work more efficiently, reduce error margins and help entrepreneurs move forward. Together with BPO, this case shows how a solid data foundation strengthens the controller and advisory role of a modern firm.

What the case demonstrates

  • Data from bookkeeping, payroll administration, CRM and office applications is combined into one usable foundation.
  • A Quick Scan reveals which data streams are present, where quality is lacking and where processes can be smarter.
  • Dashboards, data extracts and benchmarking make client advice scalable and concrete.
  • BPO connects with the controller perspective: looking ahead, interpreting and helping entrepreneurs steer.
"During the inventory phase, not only did the efficiency improvements become visible, it also turned out we could reduce our error margins."
Raymond van Lier of De Administratie - Raymond van Lier, De Administratie

Other cases

Van Wezel Accountants runs the firm and advises clients with a wide range of dashboards and analyses, built by their own BI team. Datalab unlocks the data for this from three bookkeeping systems (Exact Online, Twinfield and Multivers), payroll (Nmbrs), tax (FiscaalGemak) and office suite KantoorGemak. On that same foundation, Van Wezel deploys AI for the automated preparation of annual accounts, for budgeting and forecasting, and in preparing client advice.

Bilanx improves internal processes with dashboards that their own analysts build on Datalab's data foundation. We unlock various systems for this, including payroll (Nmbrs) and office suite Caseware AuditCase.

Bloemendaal Ruigrok performs internal and external analyses on the data platform that Datalab provides, with sources such as Exact Online, Loket and AFAS. Their own analysts build on the data model that Datalab developed.

Goedoporde.nl, a franchise chain with around twenty locations, advises clients with analyses that go beyond the (mainly backward-looking) bookkeeping: by adding client sources such as sales and ERP packages, they can also look ahead. Exact Online is the primary source, supplemented with client-specific sources.

Collaboration model

Three ways to realise Accountancy Studio

Not every firm has the same capacity, ambition or in-house data expertise. Firms without their own BI team have Datalab build and manage the complete result; firms with their own analysts choose co-building or just the data platform.

Optie #1

Complete programme

Datalab guides the entire process: choosing use cases, unlocking sources, building dashboards and AI automation, onboarding users and continuing development.

  • Also suitable without an in-house data team or BI team
  • From initial scan to management and further development

How do we start?

From one concrete use case to a platform that can grow with your firm.

1.

Determine the goal and first application

Together we choose a valuable first application - for example work-in-progress management, a client advisory dashboard or an anomaly check - and determine who will use the result.

Resultaat: a sharp scope.

2.

Investigate sources and feasibility

We map systems, exports, APIs, definitions, access rights and data quality.

Resultaat: visibility on feasibility.

3.

Realise the data foundation and first application

We set up connections, data models, access rights and quality checks in a reusable way and deliver the first application in working order.

Resultaat: a working first result.

4.

Adopt, manage and expand

Users are trained, the platform is managed and new applications follow modularly - in the division of roles that suits your firm.

Resultaat: a solution that grows with you.

Systems we connect

Datalab connects virtually all common accounting, payroll, tax and office systems. Is your package missing? We'll investigate the options for a connection.

Accounting software

+ AFAS, Exact Globe and other systems

Virtually all common accounting packages are supported, including audit file integration.

Payroll software

+ other systems

Payroll data is combined with financial data for a complete picture of personnel costs and capacity.

Tax software

+ other systems

Tax data is automatically compared with the bookkeeping for faster checks.

CRM, ERP and office applications

+ other systems

We connect with common CRM and ERP systems, project management tools and other office applications relevant to your advisory or management processes.

Datalab is a partner of

Exact
Nmbrs
Loket
Frequently asked questions

Questions about data-driven working, dashboards and AI

Practical answers about working data-driven, getting started with dashboards, AI, connecting systems and collaboration.

How does our accountancy firm become data-driven?

By starting small and concrete: choose one use case that really matters - for example work-in-progress management or a client advisory dashboard - and build a reliable data foundation beneath it. Datalab connects your sources, establishes definitions and data quality and delivers the first dashboard. From there you expand modularly to alerts, checks and AI. Also read our approach.

How do we get started with dashboards for our firm?

Together we choose the first use case, scan the sources and build the foundation with connections and data models. Then Datalab builds the first Power BI dashboards, or your own team does so on the foundation. Often we're well under way within a few weeks. See also our Dashboards & BI service.

Who builds our dashboards and AI applications if we don't have our own BI team?

Datalab. We unlock the sources, build the dashboards, alerts and automation, train your staff in using them and take care of management and further development. Your own BI team or data team is therefore not required; once you build up capacity yourself, your team can gradually take over the building.

Do you work with Power BI?

Yes. Power BI is the most chosen dashboard tool on top of Accountancy Studio, both for firm management and for client advisory dashboards. Datalab builds Power BI dashboards for you or trains your team through Power BI consultancy. Other BI tools are possible too; the data foundation is tool-independent.

How do we make our firm ready for AI?

Start with the basics: connected sources, established definitions, access rights and data quality. Without that basis, AI applications remain unreliable. Then you choose concrete processes - dossier checks, draft advice, an internal knowledge base or workflow automation - and build them out step by step. See also process automation.

Is Accountancy Studio only suitable for large firms?

No. Large firms benefit from scale, governance and repeatable data models, but smaller firms can start in a targeted way with one source, one dashboard or one alert. The platform grows with your firm's ambition and capacity. Also read how we build programmes manageably in our approach.

Can we just purchase the tooling?

Yes. Datalab can deliver just the technical foundation, connections and tooling. We can also co-build with your team or guide the full programme including adoption and further development. For the technical basis, this often connects to our data warehouse setup service. Want someone with financial data expertise alongside your team temporarily? See our financial data consultant.

Which systems can you connect?

We connect with common accounting, payroll, CRM, ERP and reporting systems, including Exact, Visma, AFAS, Twinfield, Nmbrs, Caseware, Microsoft Dynamics 365 and many other sources. Where standard connections are unavailable, we assess whether an API, export, audit file or custom connector is the best route. See for example our source pages for Exact Online, AFAS and Nmbrs.

How do we prevent dashboards showing different truths?

By first properly establishing definitions, access rights, data quality and data models. Accountancy Studio is not a collection of standalone reports, but a data foundation where KPIs, client groups and checks are consistently reused. This connects to our approach for DBT and data modelling and Dashboards & BI.

Can we safely deploy AI in accountancy processes?

Yes, provided the foundation is sound. Datalab helps with scoping, data quality, access rights and auditability. This way chatbots and automation can support without sensitive client data circulating uncontrolled. See also our services around process automation and the ethical framework.

What does Accountancy Studio deliver for internal firm management?

You get one up-to-date picture of capacity, productivity, turnaround times, work in progress and commercial opportunities. This means partners and managers can steer on the same figures rather than on separate exports or interpretations.

Which alerts are interesting for an accountancy firm?

Think of unusual cost developments, missing coherence between profit and tax burden, dossiers without recent activity, notable transactions or clients falling outside a benchmark. Together we determine which signals are substantively relevant and practically actionable.

How does Accountancy Studio help with client advice?

By combining bookkeeping, payroll data, tax information and client data from CRM or ERP, advice emerges that goes beyond standard reports. You can discuss trends, margins, staffing pressure, cash flow or sales development more concretely with the entrepreneur.

What does continuous auditing mean in this solution?

Continuous auditing means checks are performed repeatably and data-driven on larger datasets. Instead of sampling alone, Accountancy Studio compares audit files, accounting systems and other sources for anomalies, duplicate entries or missing documents.

Where can AI or process automation be concretely deployed?

Examples include internal knowledge base functions, draft advice, dossier checks, workflow steps, alerts with follow-up actions and summaries of client information. The prerequisite is that definitions, access rights and data quality are properly set up.

How quickly can we start?

That depends on the sources and the first use case. Usually we start with a short inventory, after which we plan a compact first delivery and then expand iteratively. Often we're well under way within a few weeks.

What does Accountancy Studio cost?

We can start small - for example with one source and one dashboard - and expand from there. Datalab works with a clear, fixed monthly fee so costs remain predictable. In a no-obligation conversation we discuss what suits your situation. Schedule a call.

Discover what dashboards and AI can do for your firm

In a no-obligation conversation we discuss which application delivers the most for your firm, which sources are needed and what a suitable first assignment looks like - including an indication of lead time and costs.

Schedule a call