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Back Office Intelligence

Reports

Search, report, and export surfaces for accountants and operators with CSV-first delivery workflows.

Report assets
4
in shared library
Saved searches
3
operator shortcuts
Export format
CSV
default package output
Report library

Weekly cashflow

Finance - Today 09:22
CSV

Vendor variance

Ops - Today 08:50
CSV

Invoice aging

AR - Yesterday
CSV

Document audit log

Compliance - Yesterday
CSV
Saved searches
Unmatched receipts27
Contracts expiring in 60d9
Invoices > $5k pending14
export-ready artifacts for accounting
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
Ten most frequent categories
Category distribution
Category percent barsPayroll18%Vendors16%Travel14%Software12%Fees10%Tax9%Meals8%Fuel7%Other6%
sample distribution • tRPC query
Core capabilities
Capability coverage scoresFinancial Management94%Document Intelligence91%Invoicing & Payments77%Customer Management84%Communication Integrations79%Time & Project Tracking92%Automation & AI89%Notifications & Activity86%Search & Reports88%Platform & Access90%
Capability count
10
Average score
87
coverage score by platform area