Better business decisions with comprehensive reports
Koho PSA gives you ready-made and customizable reports that help you analyze work time, profitability, cash flow, and workload across every part of your accounting business. Everything is clear and purpose-driven with key figures shown visually – not buried in spreadsheets.
Understand your accounting business better
Reporting isn’t just about tracking revenue: it’s how you manage services, profitability, team capacity, and long-term obligations. Koho PSA gives you a real-time view of the key figures that matter, with the ability to also zoom out and review extended periods — not just the current quarter or year.
Koho PSA’s ready-made reports show the essentials at a glance with a wide variety of filters. You can also create custom reports to match your firm’s specific needs and export reports to Excel or PDF whenever needed.
Some excellent reports that our clients love:
Employee-level profitability
Get a clear view of each team and employee’s billable hours, gross margin contribution, and billing efficiency — updated in real time, of course. You can also spot work that isn’t being invoiced, assess optimal hourly billing rates, and ensure your team’s time is being used (and billed) effectively.
Project and service profitability
Evaluate how profitable each project or recurring service is for your firm. Koho PSA makes it easy to monitor at both the individual and multi-project level, helping you identify what’s working (and what’s not).
Customer-level profitability
Track client profitability by customer, segment, or billing model. View hourly rates, margins, and billing history to spot underperforming accounts and surface your most valuable relationships. When this information is clearly presented in a single report, you gain a concrete basis for re-evaluating pricing.
Cash flow forecasting
With just a few clicks you can see when upcoming deals are set to generate income and how your overall contract portfolio affects your future cash flow. It’s forecasting you can act on, not guesswork.
Workload and budget tracking
Compare assigned hours with actual time logged, project by project. Spot overloaded employees, rebalance work across the team, and stay on track with budgeted time and effort — especially for recurring engagements.
Commission reporting
Assign commission calculations based on custom rules and track them automatically as work and billing progress. No spreadsheets needed.
Tailored reports and BI integrations
Need something specific? Koho PSA lets you build tailored reports to support your firm’s unique needs, and for more advanced analytics, data can be exported directly to your BI system via our REST interface.
Personal productivity tracking
Every user can access their own time data through Koho PSA’s reporting view. It’s an easy way to improve time management, stay accountable, and understand how daily work translates into billable value.
Real-time insight into your key figures
Track sales forecasts, accepted and rejected tenders, and contract volume in real time. Compare outcomes year-over-year or drill down by service type to see how your business is evolving.
Vast reporting capabilities
– if the data is in Koho PSA, you can get it on your report
Work time reports
- Billable hours
- Internal hours, actual hours
- Workload report
- Upcoming or overdue tasks
- Recurring work tracking
Business day reports
- Weekly, flexitime, vacations, interpretations
- Hour discrepancies
- Employee-level time tracking
Invoicing reports
- Customer invoicing: by time period, margin, product, cost object, percentage, customer, or employee
- Invoicing per person
- Project-based invoicing
- Targeted invoicing: by cost objects (if in use)
Recurring work reporting
- Monitor the status of recurring client work: completed vs. pending
- See which tasks have been prepared for invoicing — and which haven’t
Would you like to have a better look?
Request a free demo!
Book a free demo, no strings attached, and let Koho PSA convince you. You can save up to 87 % in invoicing with Koho PSA. The demo will give you a better view on how Koho PSA will help your accounting company succeed.