JP
30 of 120 clients
PA
Meridian Accounting Group·Home
Tuesday, April 28 · Meridian Accounting Group

Good morning, Jennifer.

Here's your firm across all 120 clients. Practiq has been running overnight.

4 items need your attention today.

Today's priorities

4

Pending review

8

Team pulse

JP
Jennifer Hayes
Managing Partner, CPA
8/15
53%
LC
Lisa Chen
Senior Accountant, CPA
12/35
34%
MR
Mike Rodriguez
Senior Accountant
9/30
30%
AK
Anna Torres
Junior Accountant
7/25
28%
TL
Tom Barrett
Admin / Billing
4/10
40%
SW
Sarah Walsh
Admin Support

AI working now

3
Scanning QuickBooks for month-end close
40/120 clients
Est 2 hours remaining
Generating March financial statements
15/67 statements
Est 1 hour remaining
Matching bank transactions
847/1,234 transactions
Practiq — AI built around your clients, not your chats.