0xF1 · CLIENT WORKFLOW VISIBILITY
Operational health · every client
6 ok4 warn2 crit
12 of 12
Client matrix
| Client | Bookkeeping | Recon % | Docs Out | Pending Comms | AI Tasks | Accountant | Mortgage | Unresolved | Last Touch | |
|---|---|---|---|---|---|---|---|---|---|---|
| Anderson Holdings Pty Ltd | current | 100% | 0 | 0 | 2 | ok | n/a | 0 | 2m | |
| Northbridge Dental P/L | in-progress | 92% | 2 | 1 | 4 | in-review | n/a | 1 | 11m | |
| Westline Builders | behind | 64% | 7 | 3 | 6 | waiting | n/a | 4 | 3d | |
| Halliday Family Trust | current | 100% | 1 | 0 | 1 | ok | n/a | 0 | 1h | |
| Cobalt Pty Ltd | current | 98% | 3 | 2 | 3 | in-review | n/a | 2 | 23m | |
| McAdam Holdings | current | 100% | 0 | 0 | 0 | ok | n/a | 0 | 4h | |
| Patel · Refinance | current | 100% | 2 | 1 | 5 | ok | submitted | 1 | 6m | |
| Nguyen · First Home | current | 100% | 0 | 0 | 2 | ok | pre-approval | 0 | 17m | |
| Voss Consulting | in-progress | 88% | 4 | 2 | 3 | waiting | n/a | 1 | 1d | |
| Whitman & Co Architects | current | 99% | 1 | 0 | 1 | ok | n/a | 0 | 44m | |
| Riverstone Cafe Group | behind | 51% | 9 | 5 | 8 | waiting | n/a | 6 | 5d | |
| Halcyon SMSF | current | 100% | 0 | 0 | 1 | ok | n/a | 0 | 2h |