Portfolio Overview

Accounting firm client management dashboard

Clients Healthy check_circle
18
72% of portfolio
At Risk warning
4
Require monitoring
Overdue error
3
Immediate action needed
Books Closed schedule
78%
This month (May)

Client Health Distribution

Healthy
18
At Risk
4
Overdue
3

Books Closed Trend

Dec
Jan
Feb
Mar
Apr
May

Percentage of clients with closed books each month

SLA Status

On Time
Approaching
Breached

Current SLA compliance across portfolio

Your Business Clients

Select a client to view their financial dashboard

BUSINESS OWNER CONTACT STATUS REVENUE CONNECTIONS
fitness_center
Summit Fitness
Gym & Wellness Center
 David Park
david@summitfitness.com
(555) 789-0123
 check_circle Healthy
$62,000
Books closed
QB Square Clover
local_cafe
Metro Coffee
Coffee Shop
 Elena Rodriguez
elena@metrocoffee.com
(555) 345-6789
 warning At Risk
$32,000
Books open
QB Square

Summit Fitness

David Park

Open AR Issues
8
Requires attention
Open AP Issues
5
Pending resolution
Bank Recon Pending
2
Awaiting reconciliation
Exceptions
3
Flagged for review
Cash on Hand
$87,450
Available now
This Month Revenue
$67,000
+23% vs last month
Net Profit (MTD)
$19,000
28.4% margin
Money Owed to You
$12,350
14 unpaid invoices

Account Connections

Connect your accounting and POS systems

QuickBooks

Not Connected

Access income, expenses, invoices, and P&L reports

Square POS

Not Connected

Sync transactions, inventory, and customer data

Toast POS

Not Connected

Restaurant-specific metrics and table management

Clover

Not Connected

Payments, tips, and daily sales reporting

DoorDash

Not Connected

Delivery orders, commissions, and revenue data

Uber Eats

Not Connected

Delivery metrics, platform fees, and net revenue

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Invoice Details
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Purchase Order Details
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