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VIEWING AS
Everything — firm P&L, staff cost, pricing
DH
Dana HartwellManaging Partner
Overview
Hartwell & Boyd CPAs · 12 clients · February close in progress
Revenue
$441,000
+4%vs 424,000 last period
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
$441,000
FebMarch 2026
S
M
T
W
T
F
S
1120-S and 1065 returns due
7 returns
How can I help you?
AI summaryFebruary close is 4 of 12 steps complete with 3 blocked. The one worth your attention is Brightline Retail — their bank feed has been down six days, which is holding both the reconciliation and the return.
37Documents
outstanding
outstanding
137Hours returned
this month
this month
Firm spending
$28,165
this month
Payroll$14,200
Software$4,900
Contractors$3,800
Office$2,400
Insurance$1,600
Other$1,265
Payroll is 50% of spend. Software is up $600 on January — two subscriptions renewed in the same week.
Invoices
PAYMENT STATUS
Feb 01PaidKingsley Property$6,200
Feb 01PaidNorthgate Medical$5,100
Feb 01SentSummit Construction$4,900
Feb 01PaidMeridian Logistics$4,200
Jan 02OverdueBrightline Retail$3,800
AI agents
Specialists working the firm’s repetitive work, continuously
Ledgerly8 agents
Document Agentrunning now
Reconciliationrunning now
Categorizeron
Collectionson
Deadline Watchon
Review Assistantrunning now
Inbox Triageon
Anomaly Watchidle
459
runs today
137 h
returned this month
3
need a human
Recent activity
Document Agent Collected 3 documents from Northgate Medical
3 min ago
Inbox Triage Answered “where is my refund” for Rowan & Associates
11 min ago
Priya Raman Moved Meridian 1120-S to review
24 min ago
Reconciliation Closed February books for Harborview Nonprofit
38 min ago
Meridian Logistics Uploaded Q4 bank statements
1 h ago
Anomaly Watch Flagged a $12,480 first-time vendor at Brightline
2 h ago
Marcus Boyd Approved fee increase letter for Pixel Forge
3 h ago
Needs a person
SQ *UNKNOWN VENDOR Brightline Retail · Feb 26 | $12,480.00 | Review |
TRANSFER TO KINGSLEY II LLC Kingsley Property · Feb 25 | $85,000.00 | Review |
Categorize & review Cedar & Vine Group · 4 receipts missing | Blocked | Stuck |
Bank reconciliation Brightline Retail · Feed disconnected 6 days | Blocked | Stuck |
Next deadlines
Meridian Logistics 1120-S · Priya Raman | In review | Mar 16 |
Cedar & Vine Group 1065 · Priya Raman | Docs in | Mar 16 |
Northgate Medical 1120 · Sam Okafor | In prep | Apr 15 |
Brightline Retail 1120 · Jordan Vale | Not started | Apr 15 |
Summit Construction 1120-S · Priya Raman | Signature | Mar 16 |
Harborview Nonprofit 990 · Sam Okafor | In prep | May 15 |
How the work moves
inputs → agents → automation → outcomesInputs
- Bank feeds
- Portal uploads
- Signed forms
Agents
- Extract
- Match
- Draft
- Check
Automate
- File it
- Chase it
- Bill it
- Log it
Outcomes
- Books closed
- Returns filed
- Cash collected
- Hours back
QuickBooksXeroPlaidGustoStripeDocuSignOutlookDrive