Command the whole practice from one screen.
Every client, every close, every open item and the audit trail behind each of them - so a partner can answer “where does the month stand?” without asking anybody.
Command the whole practice from one screen.
Every client’s close, every outstanding document, every item waiting on sign-off. Real-time control of the book, and the detail behind every number one click deep.
Every client in the period, with what is done and what is still moving.
| Client | Close progress | Docs | Reviewer | Status |
|---|---|---|---|---|
| Harbor Coffee Co. | 412/412 | 19/19 | JP | Delivered |
| Mendez Plumbing LLC | 188/188 | 11/11 | MR | Delivered |
| Birch Street Dental | 240/240 | 23/24 | JP | Delivered |
| Lakeside Fitness | 342/356 | 14/14 | JP | In review |
| Northside Vet Clinic | 271/290 | 17/17 | MR | In review |
| Pier 9 Seafood | 203/231 | 12/13 | - | Chasing |
What a partner can answer without asking anyone.
The dashboard exists to make the state of the practice a fact rather than a status meeting.
The period, at a glance
Which closes are in flight, which are in review, which have shipped, and which are at risk of missing their deadline.
Open items, not inboxes
What is outstanding across the whole roster, who it is waiting on, and what has been parked.
The books as inherited
Diagnostics that run nightly across the roster and surface the messes a new client arrives with, before they become your problem.
An audit trail, not a feed
Every action on every close is recorded immutably. Who touched what, and when, is a question with an answer.
A blank is a blank.
Where a number is not measured, the dashboard shows an em dash and the reason - never a zero. “Nothing outstanding” and “nothing counted” look identical as a 0, and on a screen a partner makes decisions from, that ambiguity is the bug.
Give us your five most annoying clients.
First month free. A finished close in two to three days, or you pay nothing for it.