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Opus Chart

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(1)4.5/5

Opus Chart is a resource-planning and engagement-profitability platform built specifically for audit and accounting firms. Most firms manage staffing through spreadsheets and conversations, and only find out that an engagement lost money after it closes. Opus Chart replaces that with a live planning environment where firm leaders can see team utilization, project budgets, and engagement profitability all in one place while work is still underway. The platform gives you a real-time view of every team member's allocation across all active engagements, a Gantt timeline showing who is on what and when, week-by-week capacity breakdowns so you can staff new engagements in seconds, and a Projects Dashboard showing budget vs. actual costs and profitability per engagement. Vacation management and holiday calendars are built in, so utilization percentages always reflect actual availability. Opus Chart is designed for managing partners, operations leads, and scheduling managers at audit, tax, and advisory firms who need to move faster than a spreadsheet allows.

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