Good morning, Marcus
Your firm is running smoothly today.
Your AI team handled 2,148 tasks across 47 clients so far today. 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
What each agent is working on right now.
BK
AI Bookkeeper
Transaction reconciliation
Bank feed reconciliation · Anderson Holdings
1,247 tasks today184 in queue
AC
AI Accountant
BAS
Q2 BAS preparation · Northbridge Dental P/L
286 tasks today42 in queue
MB
AI Mortgage Broker
Loan applications
Serviceability calc · Patel refinance · CBA
64 tasks today23 in queue
EA
AI Executive Assistant
Scheduling
Drafting partner morning briefing
412 tasks today11 in queue
Needs your attention
All- Loan account mismatch · $14,820 varianceWestline Builders · waiting 4m · Aisha Khan
- FBT exposure · car fringe benefitCobalt Pty Ltd · waiting 9m · Marcus Bell
- Potential coding inconsistency · subcontractor paymentsRiverstone Cafe Group · waiting 18m · Daniel Okafor
- Missing supporting document · council rates noticePatel · waiting 25m · Priya Chandra
Work volume this week
Tasks completed by your AI team, day by day.
12,847 total · +18% on last week