Client Reporting Software for Accountants
Mango’s client reporting software is designed specifically for accounting firms that want real visibility into performance, profitability, and capacity
Powerful, Flexible Reports Without the Manual Work
When reporting is hard to access, decisions get delayed. Mango’s enhanced reporting puts key metrics in front of teams, from client activity to financial performance. With built-in reports and flexible filtering, firms can quickly analyze performance across clients, projects, staff, and time periods.
Dashboards That Tell a Complete Story
Tracking time should feel useful.
Mango dashboards show billable and non-billable time with context, so teams can spot capacity issues early, and focus on work that moves the week forward.
Clearer ownership creates productive teams.
Less tab switching. Fewer missed handoffs. Organize appointments, deadlines, and priorities on one screen. Leaderboard visibility supports accountability and healthy momentum across the firm.
Reports That Support Better Decisions
Mango’s client reporting software helps accounting firms move from reactive management to proactive decision-making. Reports are where you validate decisions, track change, and communicate results with confidence. Mango supports both.
- Identify bottlenecks before they impact deadlines
- Spot underperforming engagements early
- Improve forecasting and planning
- Review revenue and realization trends
- Make informed staffing and capacity decisions
- Support advisory conversations with real data
What You Can See With Mango Reports
Mango provides clarity that are both measurable and manageable. Feel more grounded in your firm’s decisions with more complete client data.
Reports available in Mango:
- Bank Deposit Report
- Billing Worksheet
- Cash Receipts Report
- Invoice History Report
- Open Retainer Invoices Report
- Open Time/Expense Aging Report
- Retainer Invoices – Paid Report
- Time/Expense Records
Get clearer visibility into your data:
- A/R conversations that feel professional: Use aging views to prioritize outreach and protect cash flow.
- Billing and WIP control: Spot unbilled time and expenses early, so billing does not lag.
- Client Advisory Services business intelligence: Pull clean reporting that supports CAS conversations, goal tracking, and operational recommendations.
- Team planning: Use time and workload visibility to manage capacity, deadlines, and seasonality with less stress.
Mango Reports: Connected to the Rest of Your Practice
Client reporting software for accountants works best when it’s part of your practice management system. Unlike standalone reporting tools, Mango Reports is fully integrated with your workflows, projects, time tracking, billing, and client data. That means your reports are always accurate, always current, and always connected to the work your firm is doing (without syncing issues or duplicate data entry).