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SPECIFICTION
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IRIS Practice Engine

irisglobal.com

WebAPI
Visit irisglobal.com
Spec score 7.1 #25 of 29 in Accounting Practice Management Software

What it is

IRIS Practice Engine is practice management software for accountancy firms and CPAs, bringing jobs, workflows, time, expenses, billing and reporting together. Firms can manage recurring and ad-hoc jobs with due dates, budgets, subtasks, staff assignments, templates and portfolios. Staff can record time against jobs and tasks, including non-chargeable work, and capture expenses and receipts on the go. Billing can be grouped by job, service or client group, scheduled, and issued in multiple currencies with invoices and credit notes. Scheduling includes availability views, auto-scheduling to help avoid conflicts, Outlook calendar syncing and annual leave management. Client onboarding forms and AML questionnaires are configurable, with access restrictions for clients who have not completed due diligence. Managers can review posted and unposted work in progress and transfer, adjust, recover or write it off. Reporting includes standard reports, with optional data warehouse reporting through Power BI and Tableau. Pricing is on request; IRIS describes consultant-led implementation covering setup, migration and training.

Spec sheet

Purpose
IRIS Practice Engine is practice management and workflow automation software for CPAs and accounting firms.Read 5 Oct 2026 · irisglobal.com
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.Read 5 Oct 2026 · help.irisglobal.com
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.Read 5 Oct 2026 · irisglobal.com
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.Read 5 Oct 2026 · help.irisglobal.com
Headquarters
Slough, United KingdomRead 28 Sep 2026 · irisglobal.com
Founded
1978Read 28 Sep 2026 · irisglobal.com
Company
IRIS Capital Limited lists its registered office in Slough, United Kingdom; the product page does not state a founding year.Read 5 Oct 2026 · irisglobal.com
API limits
Customers can build API integrations, but additional developer help is billable and excessive or poorly designed API activity can affect performance.Read 4 Oct 2026 · help.irisglobal.com
Billing
Billing supports job, service, or group billing, scheduled or milestone-triggered drafts, credit notes, and client-preferred currencies.Read 5 Oct 2026 · irisglobal.com
Client compliance
Client management includes onboarding forms and in-system AML questionnaires, with access restrictions for clients who have not completed due diligence.Read 5 Oct 2026 · irisglobal.com
Credit control
Its enhanced credit control module runs nightly dunning processes and can suspend clients based on outstanding debts.Read 5 Oct 2026 · irisglobal.com
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.Read 4 Oct 2026 · irisglobal.com
Intended customer
IRIS describes Practice Engine as a solution for mid-sized firms with big ambitions.Read 4 Oct 2026 · irisglobal.com
Job management
Firms can manage recurring and ad-hoc jobs using due dates, budgets, subtasks, staff assignments, templates, portfolios, and bulk administration.Read 5 Oct 2026 · irisglobal.com
Pricing
The product page directs prospective customers to speak with an expert and does not state a price.Read 5 Oct 2026 · irisglobal.com
Reporting
It includes standard reports and supports linked SSRS reports, scheduled report batches, and an optional data warehouse for Power BI and Tableau.Read 5 Oct 2026 · irisglobal.com
Scheduling
Scheduling provides staff availability views, auto-scheduling, Outlook calendar sync, and annual leave management.Read 5 Oct 2026 · irisglobal.com
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.Read 5 Oct 2026 · irisglobal.com
Time and expenses
It supports job and task time tracking, configurable timesheets, completion alerts, and expense capture with grouped, split, and unit-based receipts.Read 5 Oct 2026 · irisglobal.com
Work in progress
The product provides dashboards for posted and unposted work in progress, transfers, write-offs, and journal adjustments.Read 5 Oct 2026 · irisglobal.com

Strong points and limits

Strong points

  • Manages recurring and ad-hoc jobs with budgets and assignments.
  • Tracks chargeable and non-chargeable time and expenses.
  • Supports scheduled billing and multiple currencies.
  • Includes configurable onboarding and AML questionnaires.
  • Offers standard and optional Power BI and Tableau reporting.

Limits

  • Pricing is available on request.
  • Additional API developer help is billable.
  • Excessive or poorly designed API activity can affect performance.
  • Implementation timing depends on firm size and complexity.

Who it suits

It suits mid-sized accountancy firms and CPAs that need job management, billing, compliance and staff scheduling in one system. Firms planning integrations can use its API, subject to user permissions and performance limits.

Verdict

IRIS Practice Engine covers job delivery, financial administration, client due diligence and reporting for accountancy practices. Firms should ask IRIS for pricing and implementation details, and account for API limits when planning integrations.

Where Specifiction places it

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