📊 CPA Firm Dashboard
Welcome back, Nawal. 7 clients connected.
Your AI agents have detected 6 issues across your clients. 3 high-risk items need human reviewer action.
REVIEW COMPLETION
68%
Blue Plate Restaurant
AI Done94%
Human41%
Reports0
Connected Clients
7
Across your firm
High-Risk Issues
3
Requires action
AI Issues Found
6
Across all clients
Reports Generated
0
This period
Client Questions
5
Awaiting response
Recent Client Reviews
| Client | Software | Country | Score | Status | Action |
|---|---|---|---|---|---|
| Dubai Auto Traders FZ | Zoho | UAE | 91 | Complete | Open |
| Mumbai Trading Co | Zoho | IN | 83 | In Review | Open |
| Melbourne Cafe Group | QBO | AU | 78 | Questions | Open |
| Blue Plate Restaurant | QBO | USA | 74 | In Review | Open |
| Maple Construction Inc | QBO | CA | 71 | In Review | Open |
| TechStart SaaS Ltd | Xero | UK | 67 | AI Running | Open |
AI Health Overview
Data Completeness97%
AI Agent Completion94%
Review Completion68%
✦ AI Insight
AI runs against your connected books. With a Claude key configured, this panel summarizes priority actions for the current review queue; offline it shows the deterministic roll-up above.