📊 CPA Firm Dashboard
Welcome back, Nawal. 7 clients connected.
Your AI agents have detected 37 issues across your clients. 20 high-risk items need human reviewer action.
REVIEW COMPLETION
68%
Blue Plate Restaurant
AI Done94%
Human41%
Reports1
Connected Clients
7
Across your firm
High-Risk Issues
20
Requires action
AI Issues Found
37
Across all clients
Reports Generated
1
This period
Client Questions
17
Awaiting response
Recent Client Reviews
| Client | Software | Country | Score | Status | Action |
|---|---|---|---|---|---|
| Blue Plate Restaurant | QBO | USA | 74 | In Review | Open |
| Melbourne Cafe Group | QBO | AU | 68 | High Risk | Open |
| TechStart SaaS Ltd | Xero | UK | 62 | High Risk | Open |
| Dubai Auto Traders FZ | Zoho | UAE | 52 | High Risk | Open |
| Mumbai Trading Co | Zoho | IN | 52 | High Risk | Open |
| Urban Realty Group | Xero | USA | 50 | High Risk | Open |
AI Health Overview
Data Completeness97%
AI Agent Completion94%
Review Completion68%
✦ AI Insight
Click Summarize for a profile-aware review summary (uses Claude when configured; deterministic otherwise).