Cut weekly billing report prep from 2 hours to under 10 minutes and reduce average days-to-collect by getting invoices out faster.
~2 hrs
Saved / wk
Medium
Setup
No AI
AI
Pull your matter billing data from BQE Core into Power BI so you always know which client matters have outstanding invoices, what's overdue, and how much work-in-progress (unbilled time) is sitting on the books. You get a single screen that replaces three separate reports your staff currently pull by hand.
~2 hrs
Saved / Week
Some setup required
Setup Complexity
No AI involved
AI Status
Step 1: Connect BQE Core to Power BI using the BQE Core REST API or a direct connector—export matters, time entries, and invoice status as a live data source.
Step 2: Build three dashboard pages: open matters by partner, invoice aging (30/60/90+ days), and work-in-progress by client.
Step 3: Schedule the Power BI dataset to refresh every morning and share the dashboard link with each partner so they see their own numbers before the weekly meeting.
Upgrade to Plus for AI-powered step-by-step guides
See PlansGoogle Sheets is a great fit for any small business that needs to track data, build reports, or collaborate on numbers without paying for extra software. You get a full-featured spreadsheet in your browser, on your phone, or on your tablet — no installation needed. Your whole team can work in the same file at the same time, and every change is saved automatically with a full version history. It connects with tools you likely already use, like Salesforce, Asana, and QuickBooks, and it opens and edits Excel files without a hitch.
