Workspace / Architecture

Breadcrumb + timeframe controls

Scenario mode

Default Month-end close Invoice chase Audit prep

Back Office Platform

Data Architecture

Entity-level architecture aligned to real user workflows and AI assist surfaces.

Core entities

mapped to workflows

Must-have live

feature requirements covered

Embedding space

768d

semantic retrieval foundation

Data architecture core entities

Org and access

Teams

Multi-user tenancy and collaboration boundary.

AI: Permission-aware recommendations

Users

Profiles, roles, and workspace identity.

AI: Personalized assistant context

Banking and transactions

Bank Connections

Provider link state and sync metadata.

AI: Connection anomaly detection

Bank Accounts

Account-level ledgers and balances.

AI: Cashflow forecasting prompts

Transactions

Normalized financial events.

AI: Auto-categorization and exceptions

Transaction Embeddings (768-dimensional vectors)

Semantic index for transaction similarity.

AI: Vector retrieval and clustering

Inbox and documents

Inbox Items

Inbound receipts, bills, and threaded work units.

AI: Priority ranking and routing

Inbox Embeddings

Semantic index for inbox matching.

AI: Intent-aware matching

Documents

Vault artifacts and attachments.

AI: Document Q&A and extraction

Document Tags

Metadata for retrieval and policy rules.

AI: Auto-tag suggestions

Billing and customers

Invoices

Issued and payable invoice records.

AI: Follow-up draft generation

Invoice Recurring Series

Templates and billing cadence.

AI: Renewal optimization prompts

Customers

Counterparty records and billing preferences.

AI: Risk and payment behavior insights

Projects and activity

Tracker Entries

Time events for work logs.

AI: Timesheet gap detection

Tracker Projects

Project containers and rollups.

AI: Utilization and margin insights

Notifications

User-targeted alerts and nudges.

AI: Noise reduction tuning

Activities

Audit trail of user/system events.

AI: Root-cause timelines

entity map for product, infra, and AI workflows

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

Must-have feature readiness

Time Tracking

Live

Flow

Start timer in project -> auto-log tracker entry -> roll up to project overview.

AI assist

Detect missed time blocks and suggest corrections.

Required entities

Tracker Entries Tracker Projects Users

Invoicing

Upcoming

Flow

Compose invoice on web -> collaborate in real time -> sync with project/customer.

AI assist

Draft line items and due-date suggestions from project history.

Required entities

Invoices Invoice Recurring Series Customers

Magic Inbox

Live

Flow

Ingest receipt/invoice -> match to transaction -> confirm or correct.

AI assist

Semantic matching via inbox + transaction embeddings.

Required entities

Inbox Items Inbox Embeddings Transactions Transaction Embeddings

Vault

Live

Flow

Upload contract -> tag document -> link to customer/project context.

AI assist

Auto-tagging and clause retrieval prompts.

Required entities

Documents Document Tags Customers

Seamless Export

Live

Flow

Select range -> package CSV + supporting docs -> handoff to accountant.

AI assist

Pre-export checks and missing artifact warnings.

Required entities

Transactions Documents Activities

Assistant

Live

Flow

Ask question in context -> receive action plan -> approve execution path.

AI assist

Contextual analysis across transactions, docs, and activity.

Required entities

Transaction Embeddings Inbox Embeddings Activities Notifications

workflow-first product checklist with AI support layers