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IRIS Practice Engine
Slough, United Kingdom
What it is
IRIS Practice Engine is practice management software for CPAs and accountancy firms, bringing jobs, workflows, time, expenses, billing, and reporting into one system. Firms can manage recurring and ad-hoc jobs with due dates, budgets, subtasks, staff assignments, templates, and portfolios. Staff can log chargeable and non-chargeable work, record expenses and receipts on the go, and schedule work using availability views, auto-scheduling, Outlook calendar syncing, and annual leave management. Billing supports job, service, or group billing, scheduled invoices, credit notes, and multiple currencies. Configurable onboarding forms and AML questionnaires support client due diligence, with access restrictions for clients who have not completed it. 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. The API can read and write records according to user permissions, while direct database access is read-only. IRIS describes implementation as consultant-led, including setup, data migration, and training. Pricing is on request.
For and against
For
- Manages recurring and ad-hoc jobs
- Tracks chargeable and non-chargeable time
- Supports billing in multiple currencies
- Includes client onboarding and AML questionnaires
- Offers optional Power BI and Tableau reporting
Against
- Pricing is available on request
- Direct customer database access is read-only
- Additional API developer help is billable
The verdict
IRIS Practice Engine covers core practice operations from job assignment through billing, compliance, and work-in-progress oversight. Firms should weigh the breadth of its tools against the consultant-led implementation and on-request pricing.
Who it suits
It is aimed at mid-sized accountancy firms and CPAs managing jobs, staff time, billing, and client compliance. Firms planning implementation should expect consultant-led setup and migration.
On the record
- 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.help.irisglobal.com · read 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.help.irisglobal.com · read 4 Oct 2026
- Billing
- Billing supports job, service, or group billing, scheduled or milestone-triggered drafts, credit notes, and client-preferred currencies.irisglobal.com · read 5 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.irisglobal.com · read 5 Oct 2026
- Company
- IRIS Capital Limited lists its registered office in Slough, United Kingdom; the product page does not state a founding year.irisglobal.com · read 5 Oct 2026
- Credit control
- Its enhanced credit control module runs nightly dunning processes and can suspend clients based on outstanding debts.irisglobal.com · read 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.irisglobal.com · read 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.irisglobal.com · read 5 Oct 2026
- Intended customer
- IRIS describes Practice Engine as a solution for mid-sized firms with big ambitions.irisglobal.com · read 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.irisglobal.com · read 5 Oct 2026
- Pricing
- The product page directs prospective customers to speak with an expert and does not state a price.irisglobal.com · read 5 Oct 2026
- Purpose
- IRIS Practice Engine is practice management and workflow automation software for CPAs and accounting firms.irisglobal.com · read 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.irisglobal.com · read 5 Oct 2026
- Scheduling
- Scheduling provides staff availability views, auto-scheduling, Outlook calendar sync, and annual leave management.irisglobal.com · read 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.help.irisglobal.com · read 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.irisglobal.com · read 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.irisglobal.com · read 5 Oct 2026
- Work in progress
- The product provides dashboards for posted and unposted work in progress, transfers, write-offs, and journal adjustments.irisglobal.com · read 5 Oct 2026
