✦ Demo Preview — Connect your accounts to see live data

Client Overview

AI-powered reconciliation running 24/7 across all accounts

Active Clients
8
+2 onboarded this month
Txns Reconciled
2,847
this month · 98.3% accuracy
Cash Monitored
$284K
across all client accounts
Anomalies Caught
3
flagged for review today
Clients 8
☕
Brickell Coffee Co.
Restaurant / Café
Up to Date
+$18,420
Cash Flow
341
Txns
0
Anomalies
Last sync: 4 minutes ago
🛍️
MiamiThreads Store
E-commerce / Retail
Review Needed
+$31,850
Cash Flow
628
Txns
2
Anomalies
Last sync: 12 minutes ago
🏥
Wynwood Med Spa
Healthcare / Services
Up to Date
+$52,100
Cash Flow
195
Txns
0
Anomalies
Last sync: 1 hour ago
🔨
Atlas Contracting LLC
Construction / Trades
Processing
+$89,300
Cash Flow
412
Txns
0
Anomalies
Reconciling now...
💼
Sofia Reyes Consulting
Freelancer / Consulting
Up to Date
+$14,200
Cash Flow
87
Txns
0
Anomalies
Last sync: 2 hours ago
🏠
Coral Gables Realty
Real Estate
Review Needed
+$42,750
Cash Flow
156
Txns
1
Anomalies
Last sync: 3 hours ago
🍕
Overtown Pizza Co.
Restaurant / Food Service
Up to Date
+$22,640
Cash Flow
519
Txns
0
Anomalies
Last sync: 18 minutes ago
📦
Flagler Logistics Inc.
Logistics / Distribution
Up to Date
+$13,661
Cash Flow
509
Txns
0
Anomalies
Last sync: 45 minutes ago
AI Activity Log last 24 hours
✓
Reconciled 341 transactions for Brickell Coffee Co. — 0 discrepancies found
4 min ago
⚠
Flagged duplicate charge $847.00 for MiamiThreads Store — vendor: Shopify Payments
23 min ago
✓
Bank reconciliation completed for Wynwood Med Spa — $52,100 net confirmed
1 hr ago
⚠
Unusual expense spike detected for Coral Gables Realty — +340% above 30-day average in Utilities
2 hr ago
📄
Monthly P&L report generated for Sofia Reyes Consulting — ready for CPA review
3 hr ago
⟳
Multi-account sync completed for Atlas Contracting LLC — 412 transactions pulled from 3 banks
4 hr ago
✓
Categorized 519 POS transactions for Overtown Pizza Co. — COGS, labor, utilities auto-tagged
5 hr ago
Cash Flow this month
Atlas Contracting
+$89,300
MiamiThreads
+$31,850
Wynwood Med Spa
+$52,100
Coral Gables Realty
+$42,750
Overtown Pizza Co.
+$22,640
Brickell Coffee Co.
+$18,420
Sofia Reyes Consulting
+$14,200
Flagler Logistics
+$13,661
Total Monitored +$284,921

Tax Reports Growth

Quarterly and annual financial summaries — ready for your CPA or accountant.

🧾
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Quarterly estimates, year-end filing support, tax optimization, and direct CPA access. Works with your existing bookkeeping data.
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