Department dashboard
Every number follows the month you pick. Click a tile or a line to jump to that work.
Status this month
Needs attention
Workload by staff
Work by service type
Payroll this month
Tasks are generated from each client's recurring services, so a new month fills itself in. Quarter-end months run heavier because quarterly closes land on top of monthly ones.
Client status
Every recurring job: monthly closes, quarterly closes, sales tax, annual returns, advisory. Click a row to open it.
Calendar
Who is doing what, and when. Color is the owner. Red means overdue. Click any item to open it.
Clients & engagements
One row per engagement: owner, fee, budgeted hours, engagement letter, bank access and risk. Fix the client once and every task follows.
Automation
How the tracker updates itself. People still have the final say: an agent proposes a change, and the queue below is where someone approves it.
Agent update mode
Most firms start in Review and move to Auto once they trust the pattern.
Update queue from agents and connected systems
Recent activity
Workflows you can add
Each one plugs into this same tracker. Pick the ones that match how your firm already works.
What this demo leaves out
This is the Full web app with the switches off. Your copy runs on your own private database and adds:
- Logins for your team. Each person signs in with their firm email. Roles for staff, managers and admins.
- Editing in the browser. Status, hours, blockers and notes change right in the row, with history and undo.
- An Admin tab. People and roles, staff capacity, month rollover, backups and a one-click health check.
- A Help guide. Written for your firm, including the data contract for anyone building on it.
- Your real client list. Imported from your spreadsheet or task tool, then kept in good order.