Skip to content
For accounting firms

Your firm's production dashboard

Stop finding out at year-end that a client file is six months behind. Sanso Radar is the production dashboard for accounting firms: every morning, you see where bookkeeping stands on each of your Pennylane client files.

Book a call
Four stacked client-file curves: three follow their usual rhythm, the fourth drops at the end of the period and is circled in yellow.

How does a backlog go unnoticed until year-end?

It makes no noise. It builds up journal by journal, and you find out when it is too late.

  1. February

    Every entry is posted. The client file is up to date.

  2. May

    Bookkeeping slips to 70%. From a distance, the file still looks on track.

  3. August

    Payroll and VAT are no longer posted. The suspense account passes €18,000.

  4. At year-end

    Everything has to be caught up in a rush. The accounts run late, the client grows impatient.

Which indicators should you track to steer a firm's production?

When you arrive in the morning, you see at a glance where each client file stands: what is up to date, what is slipping, and in which journal. Select an indicator to find it on the dashboard.

Weighted by entry volume and calculated across every journal. Many client files are kept up on purchases, sales and bank, never on payroll. The rate measures bookkeeping from A to Z: a little more time during the year, that much saved at year-end.

The slope rather than the snapshot: a file at 70% that is climbing tells a different story from a file at 70% that is falling.

By amount and by number of lines. €2,000 in suspense on one line is an incident; across eighty lines, the file has been left behind.

Expand a client file: every journal month by month, with the completion rate and the periodic rate.

Every client file links straight to the file in Pennylane: you spot the backlog in Sanso Radar and deal with it in Pennylane, in one click.

The same dashboard, narrowed to the files a bookkeeper keeps or a supervisor reviews.

Also included

  • Comparison with the previous year, switchable file by file, to smooth out seasonality.
  • A flag on the dashboard as soon as a file has had no entries for several months, before the backlog settles in.
  • A free-text comment on each file, to note what the data does not say.

A counter tells you what is left to post. Sanso Radar tells you whether that is normal.

A number of documents waiting does not tell you whether a client file is behind.

Sanso Radar rebuilds each file's own rhythm, journal by journal and year on year, then compares it with actual activity.

  • 25 invoices waiting

    on a file that handles 200 a month

    The file is up to date.

  • 25 invoices waiting

    on a file that handles 15 a month

    The file is slipping.

Where do your client files stand today?

Fifteen minutes to see Sanso Radar in action and ask your questions.

Book a call

How do you get started with Sanso Radar?

  1. You connect Pennylane

    You connect your Pennylane client files to Sanso Radar, read-only. Your entries stay untouched, and access stays in your hands.

  2. You say who handles what

    You record once who keeps and who supervises each client file, so the portfolio reads by bookkeeper.

  3. You see where every file stands

    Files that are slipping stand out at a glance. You check in with the bookkeeper as you go, well before year-end.

Pricing by portfolio

From €200 /month
  • Free setup
  • Priced on the number of client files
  • No commitment
Book a call

Fifteen minutes, on your own files.

Sanso, the AI partner for accounting firms

Automating what takes time, steering what matters, offering your clients new services: Sanso builds, together with accounting firms, the AI tools that support how their profession is changing.

  • Sanso Match

    Sanso Match reconciles the whole portfolio automatically.

    Learn more

  • Sanso Get Paid

    Offer collections to your clients as a new service: Sanso Get Paid chases their unpaid invoices, supervised by your firm.

    Learn more

Frequently asked questions

How do you track bookkeeping progress in an accounting firm?
To track bookkeeping progress in an accounting firm, compare what has been posted with each client file's usual volume, rather than counting documents waiting. The completion rate is calculated across every journal, payroll and VAT included, and followed over twelve months. Compared with the same month of the previous year, it shows which files are slipping well before year-end. That is what Sanso Radar calculates.
How can you tell if a client file is falling behind?
A client file that is falling behind almost always sends three signals: a completion rate that drops month after month, journals that are no longer posted (payroll, VAT), and a suspense account that keeps growing. One by one, they go unnoticed. Brought together on one dashboard, they stand out at a glance: that is what Sanso Radar does, file by file.
Which indicators should you track to steer a firm's production?
To steer an accounting firm's production, four indicators are enough: the completion rate weighted by entry volume, its 12-month trend, the suspense account by amount and by number of lines, and the breakdown by journal. Read by bookkeeper and by supervisor, they also show where the workload is concentrated.
What is a bookkeeping completion rate?
The bookkeeping completion rate is the share of posting done on a client file, measured against its usual entry volume. Twenty-five invoices waiting on a file that handles two hundred a month is a file that is up to date. The same twenty-five on a file that handles fifteen is a file that is slipping. The completion rate makes that difference, where a counter does not.
Does Sanso Radar change the firm's entries?
No. Sanso Radar posts no entries in your production software: it connects with read-only access created by your firm, and your entries stay untouched.
Does Sanso Radar replace Pennylane's production tracking?
No, the two work together. Pennylane shows what is left to process on a client file. Sanso Radar shows whether bookkeeping is on track over time, against the last twelve months, and links straight to the file in Pennylane.
How is the firm's data protected?
Your client file data is hosted in the European Union, in line with the GDPR. It is encrypted, access is restricted to the people who need it, and Sanso has passed the CASA security assessment. The access stays yours: you can withdraw it at any time.
Can you track the portfolio by bookkeeper or by supervisor?
Yes. You record once who keeps and who supervises each client file. The portfolio then reads by bookkeeper and by supervisor, to spot a workload that is too heavy or a newcomer who needs support.
How much does Sanso Radar cost?
Sanso Radar starts at €200 a month, depending on the number of client files in the firm. Setup is free and there is no commitment.
Is Sanso Radar compatible with Pennylane?
Yes. Sanso is an official Pennylane partner, and Sanso Radar is built for firms that keep their client files on Pennylane: the whole portfolio connects in one go, and every file links straight to the file in Pennylane.