IRIS Practice Engine time tracking

Build a reviewed billing record alongside IRIS Practice Engine.

Keito keeps client, engagement, service, billable status, approval, and delivery context together before time becomes WIP, a fee decision, or invoice evidence in the practice workflow.

By engagement
Time connected to client and service context
Before billing
Approval and exception decisions preserved
Controlled
Explicit handoff to established practice systems
app.keito.ai / practice-review

Illustrative engagement review

Example accounting practice

Illustrative billing state

Review due

Submitted time

186h

Needs context

7

Ready to bill

92%

Engagement time

Client and service coded

Example

Partner review

Exceptions resolved first

Example

Billing handoff

Approved evidence only

Example
01

Built around the work before the invoice

An IRIS Practice Engine-led workflow still depends on the quality of the time record entering it. Keito gives delivery teams and partners a focused place to capture, review, and explain engagement work before it informs WIP, fees, invoices, or management reports.

Capture work in the engagement structure

Record client, engagement, service, contributor, duration, billable status, and a concise work explanation while the delivery context is still clear.

Resolve exceptions before the handoff

Give managers and partners a review queue for missing descriptions, incorrect engagement codes, non-billable work, scope questions, and entries that should not yet influence WIP or billing.

Prepare approved billing evidence

Produce a controlled summary of reviewed time and decisions for the firm's established IRIS Practice Engine, invoice, WIP, and reporting process without treating a raw timer export as final evidence.

02

A controlled practice-management handoff

The billing workflow is only as reliable as the time record that enters it.

Accounting practices evaluating IRIS Practice Engine workflows often focus on the destination: WIP, billing, fees, and management reporting. The preventable errors usually begin earlier. A recurring compliance entry is assigned to the wrong engagement, advisory work lacks a clear description, senior review is recorded after the billing cutoff, or a fixed-fee job absorbs extra client support without a scope decision. When those records enter the practice workflow unchecked, the partner review becomes a reconstruction exercise and finance has to decide whether the total is billable without enough context. Keito creates a controlled source record before that handoff. Staff keep client and service context attached to their work, reviewers resolve exceptions and write-off decisions, and only approved records become billing evidence or reporting inputs. Keito does not claim a native IRIS Practice Engine integration, automatic activity import, automatic WIP reconciliation, or replacement of the firm's practice-management and accounting systems. The firm chooses and validates its transfer method. The value is a traceable, reviewed delivery record that makes the downstream billing process easier to govern and explain.

Keep client, engagement, service, contributor, and billable status attached to every reviewed record

Resolve missing context, scope questions, and write-off decisions before time informs WIP or invoices

Hand approved billing evidence to the established practice workflow with clear ownership and traceability

Workflow fit

Record quality

Keito keeps IRIS Practice Engine time tracking connected to client, project, billable status, approval, and invoice context before the work reaches finance.

Keep client, engagement, service, contributor, and billable status attached to every reviewed record

Resolve missing context, scope questions, and write-off decisions before time informs WIP or invoices

Hand approved billing evidence to the established practice workflow with clear ownership and traceability

03

What Keito adds to IRIS Practice Engine time tracking

Accounting-practice time context

Structure work around the clients, engagements, services, contributors, and billing decisions an accounting practice needs, rather than sending undifferentiated hours into a downstream system.

  • Client and engagement coding
  • Service and contributor context
  • Billable and non-billable classification

Partner review before WIP and billing

Use approval state and exception ownership to distinguish complete evidence from records that still need a description, scope decision, rate check, or write-off review.

  • Visible review ownership
  • Exceptions resolved before handoff
  • Approval history behind billing decisions

Evidence without integration overclaiming

Prepare concise client and billing summaries from approved records while keeping the handoff explicit and preserving IRIS Practice Engine and the general ledger as separate established systems.

  • Invoice-support summaries
  • WIP and management-reporting inputs
  • No implied native IRIS data synchronisation
04

Compare the workflow

The difference is not just recording time. It is whether the record can support billing, project decisions, and client conversations.

AreaKeitoTypical setup

Record quality

Time stays connected to client, engagement, service, contributor, billable status, explanation, and approval.

Raw or late timesheets reach the practice workflow before missing context and incorrect coding are resolved.

Review timing

Managers resolve exceptions before records influence WIP, fee, invoice, or reporting decisions.

Partners reconstruct delivery context during the billing run when deadlines make corrections harder.

Billing evidence

Approved records support a concise, traceable handoff and client-facing explanation.

Finance rebuilds invoice support from timesheets, emails, spreadsheets, and separate scope notes.

System boundary

Keito supplies the reviewed delivery and billing-evidence layer beside the firm's established systems.

A practice-management platform is expected to correct incomplete source records after they arrive.

05

Related solution pages

06

Useful reading

Frequently asked questions

What is an IRIS Practice Engine time tracking workflow with Keito?

An IRIS Practice Engine time tracking workflow with Keito uses Keito to capture and approve client engagement records before the firm moves those records into its established WIP, fee, invoice, or reporting process. The goal is a controlled source record, not a claim that Keito replaces the practice-management system.

How should buyers compare Keito with an IRIS Practice Engine time and billing workflow?

Buyers should compare client and engagement structure, time-entry quality, reviewer ownership, exception handling, write-off context, WIP and invoice evidence, reporting exports, transfer controls, and total workflow cost. Keito is the focused reviewed-record layer for firms that want clean delivery evidence before downstream practice management.

Can an accounting firm migrate its time review process without replacing IRIS Practice Engine?

Yes, an accounting firm can migrate the capture and review stage while keeping IRIS Practice Engine in its established role. The firm should map active clients, engagements, services, contributors, billable rules, reviewers, open WIP, billing cutoffs, and transfer controls before changing the live workflow.

What billing and reporting evidence should the handoff preserve?

The handoff should preserve the client, engagement, service, contributor, duration, billable status, description, reviewer, approval state, write-off or scope decision, reporting period, and transfer status. Keito keeps those inputs traceable so finance and partners can explain the billing record without exposing internal management notes to clients.

Does Keito natively integrate or automatically synchronise with IRIS Practice Engine?

No native IRIS Practice Engine integration or automatic synchronisation is claimed. Keito supports structured capture, review, reporting, API and agent-friendly options, and controlled exports; each firm must choose, test, and approve the transfer method that fits its systems and professional controls.

Does Keito automatically calculate WIP, final fees, invoices, or accounting profit inside IRIS Practice Engine?

No, Keito does not automatically calculate or reconcile figures inside IRIS Practice Engine and does not replace the firm's general ledger or professional judgement. It organises reviewed time, approval, scope, and billing evidence so authorised users can make and document their own WIP, fee, invoice, and reporting decisions.

03

Start solo.Add people when you need them.

Solo includes 1 licensed user, unlimited AI agents, Mac desktop and iOS apps, Stripe payments, and standard CSV and Excel exports. Pro adds your team. Business adds integrations, planning, advanced reporting, and stronger controls.

Solo

1 licensed user

For independent consultants, freelancers, and small studios running work with AI agents.

$19USD /mo

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1 licensed user
Unlimited AI agents
Mac desktop and iOS apps
API access and API keys
Time, expenses, projects, and invoices
Stripe invoice payments
CSV and Excel data export
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Pro

Team collaboration

For teams that need shared workspaces, approvals, and team-level project visibility.

$49USD /mo

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Unlimited licensed users
Everything in Solo
Team management and invites
Timesheet and expense approvals
Team reports and utilization
Per-member billing rates
Manager permissions

Business

Advanced operations

For organizations that need integrations, planning, advanced reporting, and stronger controls.

$199USD /mo

Start Business
Everything in Pro
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Airtable, calendar, and Jira imports
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Advanced report exports
Custom roles and SSO
Priority support
Agents are included

AI agents do not require licenses on any plan.

API on every paid plan

Solo, Pro, and Business can use API keys for agent workflows.

Exports on every plan

Solo, Pro, and Business include standard CSV and Excel data export.

Build a cleaner billing record for accounting-firm partners, practice managers, engagement leads, and billing reviewers evaluating how time records should reach an iris practice engine-led operating workflow.

Start with Solo, add people on Pro when you need reviewers or collaborators, and see how Keito turns tracked effort into clearer reports.

Build a reviewed practice billing record