P&L · AI confidence 94%
Bramble Cafe — March P&L draft
Revenue holding steady at $38K, food cost up 2pts vs February.
Due Today
Open clientSample approval queue
8 drafts waiting for review
AI prepares the draft. The partner approves it, sends it back for revision, or rejects it. Approve / Reject buttons below are illustrative only.
P&L · AI confidence 96%
Atlas Pizzeria — March P&L draft
Strong month — revenue up 8%, labor cost ratio improved.
Due Today
Open clientTax Memo · AI confidence 88%
Quill & Crumb — Q1 estimated tax memo
Q1 estimate based on TTM earnings + 110% safe harbor.
Due Apr 12 (3 days)
Open clientReconciliation · AI confidence 91%
Polaris Electricians — March bank reconciliation
97% auto-matched. 3 transactions flagged for review.
Due Today
Open clientP&L · AI confidence 92%
Brickyard Partners — Mar property roll-up
8-property roll-up. One tenant in arrears flagged.
Due Apr 10
Open clientP&L · AI confidence 93%
Tributary Tavern — March P&L draft
Revenue +12%, but liquor cost ratio creeping up.
Due Today
Open clientOwner Letter · AI confidence 89%
Carrington Law Group — Owner letter draft
Quarterly performance memo for managing partner review.
Due Apr 8
Open client1099 Pack · AI confidence 86%
Riverbend BBQ — 1099 reconciliation pack
Vendor list cross-checked. Two mismatches need owner input.
Due Apr 15
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