Good morning, Wai
Your firm is running smoothly today.
Your AI team — Ledger, Nexus, Atlas and Vector — handled 2,148 tasks across 47 clients so far today, working alongside 8 of your people. 4 items need your attention.
Work completed today
2,148
tasks across the firm
+12% vs yesterday
Client workflows on track
44of 47
3 need attention
94% healthy
Needs your review
4
2 approvals · 2 questions
avg wait 9 min
Time saved this week
186h
≈ 4.6 staff equivalent
+8h vs last week
Your AI team
Who is working, on what, and with whom.
Ledger·AI Bookkeeper
Meticulous · Process-driven · Detail-obsessed
Working on Bank feed reconciliation for Anderson Holdings
with Jordan Ng1,247 today · 184 queued
Nexus·AI Accountant
Analytical · Compliance-focused · Risk-aware
Working on Q2 BAS preparation for Northbridge Dental P/L
with Daniel Okafor286 today · 42 queued
Vector·AI Mortgage Broker
Commercial · Fast-moving · Relationship-focused
Working on Serviceability calc · CBA for Patel · Refinance
with Aisha Khan64 today · 23 queued
Atlas·AI Executive Assistant
Organised · Persistent · Communicative
Working on Drafting morning partner briefing for Internal · Wai Chan
with Sara Lin412 today · 11 queued
Needs your attention
All- Loan account mismatch · $14,820 varianceLedger flagged · Westline Builders · waiting 4m · Aisha Khan
- FBT exposure · car fringe benefitNexus flagged · Cobalt Pty Ltd · waiting 9m · Wai Chan
- Potential coding inconsistency · subcontractor paymentsLedger flagged · Riverstone Cafe Group · waiting 18m · Daniel Okafor
- Missing supporting document · council rates noticeVector flagged · Patel · waiting 25m · Priya Chandra
Work volume this week
Tasks completed by your AI team, day by day.
12,847 total · +18% on last week