Workspace / Dashboard
Breadcrumb + timeframe controls
7D30DQTD
Scenario mode
DefaultMonth-end closeInvoice chaseAudit 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
37
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
Scenario: audit prep
Geographic dispositions
Geographic distribution
US
62%
EU
21%
APAC
17%
Ten most frequent categories
Category distribution
Category percent barsPayroll18%Vendors16%Travel14%Software12%Fees10%Tax9%Meals8%Fuel7%Other6%
sample distribution • tRPC query
Status snapshot
Bank sync
99.2%
last run 08:14 • avg 38s
Classification
93.6%
confidence >= 0.8
Daily processing trend
7 day processing trend
Time to "ready for export"
P50
1h
P90
8h
P99
2d
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
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
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
86

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
64

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 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
Data sourced via typed tRPC query contracts.