Thirteen reports. One source of truth.
Revenue. Forecast. AR aging. Budget vs actuals. Utilization. Client profitability. Pipeline coverage. Period close. All thirteen reports run off one metrics engine — same numbers in any view, freshness timestamp on every chart, drill-down from a summary card to the row of data that produced it. Plus AI narratives that explain what changed.
No per user fees, ever.
A successful practice doesn’t depend on spreadsheets. If a sheet is the only place tracking the real health of your practice, that’s not a tool — that’s a risk.
13+ structured reports, not a BI tool to configure
Revenue, AR aging, forecast, utilization, budget vs actuals, client profitability, deferred revenue, pipeline coverage, period close, team productivity, retainer health, billable rate, invoice aging. Each opens with answers, not a blank dashboard you have to configure.
AI narratives explain what changed
Every report carries an AI summary calling out the trend lines, anomalies, and what to look at next. 'Revenue dropped 12% in March because three retainers ended without renewal — the largest was Acme at $12K/mo.' Not 'here's a chart, you figure out why.'
Same numbers in every view
All 13 reports run off Bridge's metrics engine — same formulas, same lineage, same freshness timestamp. The revenue total on the homepage matches the revenue total on the dashboard matches the revenue total on the AR aging report. No reconciliation needed.
AI narratives included
Every report opens with a 1-2 paragraph plain-English summary calling out the most important trends, anomalies, and what to look at next. Generated automatically from the metrics; not a static template.
Detail screenshot
Upload via Hub admin (key: feature-reports-detail)
Bridges to the tools you already use
QuickBooks Online
AR aging in Bridge ties to AR aging in QuickBooks. Revenue reported in Bridge matches what your accountant sees in QB. Drill-down from a Bridge report to the QB invoice if needed.
Claude (via MCP)
Ask Claude in plain English: 'Why did revenue drop in March?' or 'Which clients are over-budget this quarter?' Claude reads the Bridge metrics via MCP and answers using the same data the dashboard shows.
Learn moreCSV / Google Sheets export
Every report exports to CSV in one click. Pipe to Google Sheets for board decks, custom analysis, or your bookkeeper's monthly close packet.
Bridge replaces
One product, one bill, one source of truth — instead of stitching 4 subscriptions together.
Frequently asked questions
More in Engagements
See also
Accounting
Reports use the same QuickBooks-synced data your accountant sees. AR aging in Bridge = AR aging in QB.
Learn moreTime Tracking
Utilization and billable-rate reports derive from time-entry data — native Bridge, Harvest, or Toggl, all unified.
Learn moreClaude Smart
Ask Claude to drill into any report. "Why did revenue drop in March?" Claude reads the metrics and answers.
Learn moreNo per user fees.
No forced contracts.
No sales call.
Built by Tommy Spann after 25 years running consulting firms. Bridge is the practice software he wanted and couldn't find — so he built it.