01 / Define
Tell Alx. what you need.
Use natural language to describe the report. Alx. helps make the dates, columns, and rules explicit.
AI REPORTING FOR ACCOUNTING FIRM LEADERS
Less time assembling reports.
More time leading your firm.
Play the Alx. reporting demo
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Ask Alx. a question about your firm. Turn supported data from your existing systems into a report you can review, refine and use again.
Bring one reporting question. Explore the report you need and the data behind it.
CCH ecosystem
Professional software
Cloud data
Microsoft 365
Business software
Business software
Financial software
Cloud ERP
Go beyond the standard report.
Your question. Your report.
Tell Alx. what you need to understand. Create a report around your question, then refine it in plain English.
- Ask in your own words.
- Refine the view as questions arise.
- Reuse reports you need again.
FROM QUESTION TO CLEARER VIEW
Follow the question that matters.
Start with a reporting question, then narrow the view as your discussion develops. Ask about a period, a client group or an area that needs a closer look, using the data available to your firm.
“Show WIP by partner for September.”
“Only include work older than 90 days.”
/ CCH reportingBillable Hours by Staff
Oct 5 – Oct 11, 2026Review plan first
Period: last weekRows: Staff IDHighest hours first
Rows identified byStaff ID
Required date inputweek
Preparing your results
Staff ID · Billable Hours
| Column | Meaning | Include |
|---|---|---|
| Billable Hours — highest first. | ||
Sample data from supplied screenshotsPrevious completed Monday–Sunday week
Here is the report I propose.
Ask Alx.…
01Ask in plain English.
Meet Alx., your CCH reporting agent from DAIS.
~25 seconds
Ask Alx. Show WIP by partner for September.
Ask, then refine with a follow-up.
Illustrative WIP data; no live CCH connection.
Bring a more focused view to your next billing or engagement review.
A REPEATABLE REPORTING ROUTINE
Keep the report.
Skip redefining it.
Once a report answers the question, save it for reuse. When the next review comes around, rerun that report instead of describing the same request from the beginning.
“How many billable hours did each staff member record last week?”
Build a reporting workflow.Guided product concept · Sample data
/ CCH reportingBillable Hours by Staff
Oct 5 – Oct 11, 2026Review plan first
Period: last weekRows: Staff IDHighest hours first
Rows identified byStaff ID
Required date inputweek
Preparing your results
Staff ID · Billable Hours
| Column | Meaning | Include |
|---|---|---|
| Billable Hours — highest first. | ||
Sample data from supplied screenshotsPrevious completed Monday–Sunday week
Here is the report I propose.
Ask Alx.…
Refine it: add a column, narrow it to one client, change the period…
01Ask in plain English.
~80 seconds
Enter a question. How many billable hours did each staff member record last week?
Define, refine, approve, save and rerun.
Illustrative workflow; no live CCH connection.
Give your management meetings a consistent reporting starting point.
02 / Review
Get the details right.
Answer clarifying questions, refine the plan, and approve the reporting definition.
03 / Reuse
Save it. Run it again.
Keep your columns, filters, and sorting. Choose the reporting week each time you run the saved report.
START WITH A QUESTION YOUR FIRM ALREADY ASKS
Useful reports.
Real leadership conversations.
Choose the reporting question that matters to your team. These examples show how a request can become a clearer starting point for review and action.
WIP: focus the next billing discussion.
“Show WIP by partner for September.”
Review work in progress and narrow the view to the clients or engagements that need a closer look.
Use the report to decide what to discuss with the people responsible for the work.
Show WIP by partner for September.
AnswerSeptember WIP totals $642,500 across 76 engagements. Here’s the partner breakdown.
$642,500Total WIP
September WIP · By partner
Sarah Mitchell28 engagements
$264,400James Chen26 engagements
$221,850Rebecca Hayes22 engagements
$156,250As of Sep 30, 2026
Question and answer
Illustrative conversation · Fictional sample data
Receivables: see where follow-up is needed.
“Which client balances are over 60 days past due?”
Bring overdue balances into one report so your team can review the accounts that need attention.
Start the collections discussion with a focused list, not another request to assemble one.
Which client balances are over 60 days past due?
AnswerThree clients have $41,000 more than 60 days past due. The oldest balances are first.
$41,000Over 60 days past due
Over 60 days · Oldest balances first
Northstar Dental94 days past due
$18,400Harbor Engineering81 days past due
$12,750Summit Design67 days past due
$9,850As of Sep 30, 2026
Question and answer
Illustrative conversation · Fictional sample data
Realization: know where to ask the next question.
“Compare billed realization by partner for September.”
Review realization results and use follow-up questions to explore the differences your data reveals.
Bring a clearer starting point to conversations about practice performance.
Compare billed realization by partner for September.
AnswerBilled realization is 91.0% overall. Here’s how the three partner groups compare.
91.0%Billed realization
September realization · By partner
Sarah MitchellSeptember 2026
94.0%James ChenSeptember 2026
91.0%Rebecca HayesSeptember 2026
86.0%Example calculation: billed ÷ standard value
Question and answer
Illustrative conversation · Fictional sample data
Change the way the report gets started.
BEFORE
Another reporting request
- Explain the question and the report you need.
- Gather exports and assemble the view.
- Repeat the request when the question changes.
AFTER
A conversation with Alx.
- Describe the report in plain English.
- Review the result and refine the question.
- Save useful reports to rerun later.
Your team still brings the context and judgment. Alx. helps with the reporting work around it.
Your judgment stays
at the center.
A useful report supports a decision. It does not make the decision for you. Review the results, bring your firm’s context and use Alx. to explore the questions that follow.
Start with the right question.
Define the report, period and measures your team needs.
Review what comes back.
Check the output against the question and the way your firm works.
Put the result to work.
Use the report to support the next conversation, review or decision.
START WITH ONE REPORT
Make the first conversation
about your firm.
You do not need a long wish list to start. Bring one recurring report, one management question or one reporting bottleneck you want to improve.
Choose the question.
Tell us what leadership needs to understand and how that report is prepared today.
Review the data and workflow.
Explore the relevant systems, data availability and review requirements with DAIS.
Define a focused next step.
If there is a fit, discuss a pilot around a specific report and agree what success should look like.
Request a reporting demo
Start with the report your team asks for every week.
Questions, answered.
What does Alx. do?
Alx. helps accounting-firm leaders turn plain-English questions into reports using supported business data. You can review a result, refine the request and save useful reports to use again.
Who is Alx. for?
Accounting-firm leadership and the teams supporting them, including managing partners, CEOs, CFOs, COOs, practice leaders and operations or reporting leaders.
Does Alx. replace CCH or our other systems?
No. Alx. adds a conversational reporting experience around supported data from your existing systems. The starting point is the reporting question and the data needed to answer it.
Can Alx. work with our data?
Tell us which systems your firm uses and which report you need. We will review the relevant sources, fields and access requirements with you to establish fit.
Which reporting workflows should we start with?
Work in progress, overdue receivables, billable hours and realization are starting points, not a fixed report menu. Ask for the report your team needs and refine it as questions change. The right first workflow depends on your reporting priorities and available data.
Does saving a report schedule it automatically?
Saving and scheduling are separate actions. Saving keeps a report available to rerun when you need an updated view.
How do we evaluate accuracy and data access?
Start by agreeing the question, data scope, measures and review process. In a pilot, compare the output with your source data and reporting requirements before relying on it for business decisions. Discuss access requirements with DAIS as part of that evaluation.
What happens in the first demo?
We will show the reporting experience, discuss a question your firm needs answered and explore the data it would require. The first conversation helps determine whether a more focused evaluation makes sense.
Bring the question
your firm keeps asking.
See how Alx. could help your leadership team get from a reporting request to a report worth discussing.
Request a reporting demo
Or email [email protected].