Prototype — do not use real client data

Dashboard

Overview of your bookkeeping practice

Active Clients

1

Files Processed

5

Open Findings

7

Transactions

776

Client Review Status

Clients requiring attention

View all
ClientStatusUpdated
Tucson Coffee Cart
Active
9/9/2026

Finding Summary

Open findings by severity

Critical
0
High
2
Medium
5

Quick Actions

Common tasks to get started

Add Client

Create a new bookkeeping client

Upload Document

Upload QBO export for analysis

Review Findings

Check open findings across clients

Start AI Chat

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