Workspace / Dashboard

Breadcrumb + timeframe controls

Scenario mode

Default Month-end close Invoice chase Audit prep

An accounting of the week in

Back Office

Reference layout: big numerals, strict rules, cyan accents.

Transactions processed

25,247

last 7 days

Docs ingested

1,842

OCR + classification

Matches confirmed

612

receipt <-> txn

Workspace command strip

PeriodWeek 09, 2026

Revenue YTD

$1.84M

updated every 15 minutes

Burn rate

$74K/mo

operating + vendor commitments

Open invoices

awaiting payment approval

KPI pulse

Magic Inbox match+3.2% WoW

93%

On-time payments+1.1% WoW

88%

Time tracked coverage+4.6% WoW

91%

top-level health indicators

Today workbench

Approve 7 invoices for March payout
You • due Today 14:00
Hightodo
Review Stripe degraded sync alert
Ops • due Today 15:30
Highin-progress
Categorize unmatched travel receipts
Finance • due Tomorrow
Mediumtodo
Finalize accountant export package
AR • due Tomorrow
Mediumdone

keyboard: J/K navigate • E cycle status • 1/2/3 set status

Assistant dock

Suggested actions

Why this suggestion

Auto-draft follow-up emails for overdue invoices

Overdue concentration is clustered among repeat customers with unresolved reminders.

Invoices: 7 invoices >14 days overdue.Customers: 3 customers account for 81% of overdue amount.Activities: No outbound follow-up in last 5 business days.

Automation toggles

Magic Inbox autoclassifyOn

Daily anomaly digestOn

Export package schedulerOff

AI proposes; you approve the action path

Best-performing categories

Ten most frequent categories

sample distribution • tRPC query

Invoices sent

this week

Overdue

needs follow-up

Notes / anomalies

• 13 duplicate bank webhooks ignored via idempotency key
• OCR provider timeout: 9 docs queued for retry
• Two vendors flagged: unusual spend variance

Queue health

workers: 12 • lag: 00:01:42

Time + project pipeline

Lane volume

Queued23 • $47K

In Review16 • $39K

Approved12 • $31K

Export Ready8 • $26K

Northwind Ops

On Track

Owner: A. Kim

Progress82%

Beacon Revamp

At Risk

Owner: D. Singh

Progress64%

Harbor Expansion

On Track

Owner: M. Diaz

Progress76%

Juniper Migration

On Track

Owner: E. Stone

Progress58%

tracks delivery stages and owner health

Geographic dispositions

62%

21%

APAC

17%

Status snapshot

Bank sync

99.2%

last run 08:14 • avg 38s

Classification

93.6%

confidence >= 0.8

Daily processing trend

Time to "ready for export"

P50

P90

P99

dusk / back-office demo

v0.2

Notifications + activity

08:42
Magic Inbox matched 18 receipts
Mapped to 6 vendor transactions and 2 subscription renewals.
09:15
Vault updated: MSA_signed.pdf
Contract tagged to Northwind Ops and compliance checklist.
10:02
Assistant surfaced spend variance
Travel category +12.8% versus rolling 4-week baseline.
10:41
Seamless Export completed
CSV package delivered to accounting inbox with attachment index.

live event stream preview

Dashboard layouts for demo purposes

Feature showcase

Time Tracking

Live

Live project timers with team visibility to improve productivity and collaboration.

Active timers

142

Invoicing

Upcoming

Web-based invoice creation with real-time collaboration and synced project context.

Beta waitlist

Magic Inbox

Live

Automatically matches invoices and receipts to transactions for faster bookkeeping.

Auto-match rate

93.4%

Vault

Live

Central secure storage for contracts and agreements with quick retrieval.

Docs secured

2,481

Seamless Export

Live

CSV export packages financial activity for accountants in one clean handoff.

Exports / week

Assistant

Live

Tailored insights on spend patterns, cost reduction opportunities, and document lookup.

Insight cards

219

demo layout for product marketing and ops reviews

Core capabilities

Capability count

Average score

coverage score by platform area

Data sourced via typed tRPC query contracts.