For accountancy firms
Know exactly who has room for the next client.
Import your client export once. Capacity Planner converts fees into consumed FTE per person, flags who is stretched, and lets you model reassignments and pipeline wins before committing to anything.
Import
Drop in your client export. Clients, jobs and staff are detected automatically — you confirm before anything saves.
Current capacity
Utilisation per person against contracted FTE, with missing salaries flagged rather than counted as zero.
Adjust & model
Reassign work and overlay pipeline jobs. Figures update live; the database only changes when you save.
Export
Take staff utilisation and job-level detail out as CSV for partner meetings and board packs.