Status reports take too long
Managers spend hours collecting and cleaning updates before they can discuss them.
Operational answers without spreadsheet consolidation
See what is happening across the firm— before it becomes urgent
Papilio brings service, task, time, resource, expense and activity data into filterable reports so partners and managers can move from anecdotal updates to informed action.
Built for CA firms
Fast team onboarding
Secure cloud access
Papilio Workspace
Live
This month
Practice performance
Services due in next 7 days
Across GST, audit and payroll
Submitted team hours
Filtered by service category
Tasks completed on schedule
Current reporting period
What you can do
Everything connected to the work
Practical tools that reflect how professional-service teams deliver, review and improve client work—without adding another disconnected system.
✓
Time tracking reports
Review hours by employee, date, client, service, category and chargeability.
✓
Resource reports
Understand allocation, utilisation and effort distribution across teams.
✓
Service and task reports
Filter work by status, due date, category, client and responsible person.
✓
Financial activity
Use invoice, receivable and expense views to strengthen commercial oversight.
✓
Attendance reporting
Review individual and team attendance alongside wider operating data.
✓
Focused filters
Narrow reports by the dimensions that matter instead of exporting everything first.
How it works
A simple operating rhythm your team can follow
Start with the way your firm already works. Papilio makes it repeatable, visible and easier to improve.
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STEP 1
Choose the question
Start with delivery, time, resources, finance, attendance or activity.
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STEP 2
Focus the data
Filter by period, client, staff member, service category or status.
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STEP 3
Act on the signal
Reassign work, address delays, review pricing or improve the underlying workflow.
The business impact
A calmer practice and a more consistent client experience
See how this fits your firm →Earlier intervention
Spot overdue work and capacity pressure while there is still time to respond.
More useful reviews
Team and partner conversations begin with the same operating picture.
Better commercial judgment
Connect effort and activity to the services the firm delivers.
What can Papilio reports be filtered by? +
Available filters vary by report and include date range, client, staff member, service category, status and other relevant dimensions.
Are time and resource reports included? +
Yes. Papilio includes time-tracking and resource-focused reports alongside service, task, finance and activity reporting.
Can managers see overdue work? +
Yes. Service and task reporting helps authorised users review pending and overdue work with ownership context.
Do reports use data from the live workflow? +
Yes. Reporting is connected to the records teams maintain in Papilio, reducing the need to rebuild the same picture in spreadsheets.