AI Assistant
Data Command (Add / Modify / Delete)
Use "field=value" pairs, e.g. name=OfficeSupplies code=OPS active=true. Leave Action/Table blank to auto-detect from text.
Hints:
  • Leave filters blank for last 90 days defaults.
  • Use Top N + Metric for payees (e.g. Top 10 revenue).
  • Keyword triggers transaction search.
  • Prefix + dates -> balance by account.
  • CRUD: "add supplier name=Alpha code=SUP123"

Parse Narrative to Lines
Convert a natural description into balanced journal detail lines.
AI Chat
Examples: add supplier name=Alpha code=SUP1 | top 5 payees last month | parse lines: payment for utilities...

Welcome back, Richard

You have 5 new messages and 2 new notifications.

Today's Sales
54.2%
7%
54% Complete
Today's Collection
78.4%
-1%
78% Complete
Today's Cash Flow
36.3%
4%
36% Complete
Profit Margin (%)
36.4%
Current Margin
-1% vs. Last Month
Activity From Clients
Egan Poetz registered a new client, Trilia.
24 hours ago
Adrian Poetz finalized the proposal for Alpha Corp.
2 days ago
George Poetz updated the contact details for Beta Industries.
3 days ago
Pending Approvals
Pending Approval: Q3 Budget Proposal.
Due: In 2 hours
Pending Approval: Latest designs for the Project Atlas website.
Due: Today
Pending Approval: Expense report from marketing.
Due: Yesterday
Upcoming Deadlines
Finalize the Q4 Marketing Plan.
Due: Friday, September 13th
Complete the Client Onboarding Checklist.
Due: Tuesday, September 17th
Submit the Annual Performance Review for all team members.
Due: End of the month
Recent Reports
View the Weekly Sales Summary Report.
Generated: Today at 9:00 AM
Download the Monthly Financial Performance Report.
Generated: September 1, 2025
Access the Client Satisfaction Survey Results.
Generated: August 30, 2025
Invoices
$0
OVERDUE
$0
NOT DUE YET
Last 30 Days
$0 Paid
$2,062.52
NOT DEPOSITED
$1,629.70
DEPOSITED
Expenses
$467,121
Last Month
Bank accounts
Checking
Bank Balance $2,435.65
In QuickBooks $16,987.43

Savings
Bank Balance $18,267.90
In QuickBooks $6,900.02

$0

NET INCOME THIS MONTH
$0
INCOME
$0
EXPENSES

$467,121

THIS QUARTER

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