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P 8

Sample clients · 50

NK
Northwind Kitchen
Casual Dining
BC
Bramble Cafe
Coffee Shop
AP
Atlas Pizzeria
Quick Service
FT
Foundry Tap House
Brewpub
S&
Sage & Honey Bakery
Bakery
RB
Riverbend BBQ
Casual Dining
Q&
Quill & Crumb
Bistro
GJ
Glacier Juice Bar
Juice / Smoothie
TT
Tributary Tavern
Pub
CH
Cedar Hill Catering
Catering
MN
Mosaic Noodle Bar
Casual Dining
L&
Lantern & Ladle
Fine Dining
BS
Bowline Seafood Co
Seafood
H&
Hearth & Halo Pizzas
Quick Service
VW
Vesper Wine Bar
Wine Bar
QC
Quartz Cleaning Co
Cleaning
HH
Harbor HVAC
HVAC
BP
Beacon Plumbing
Plumbing
CD
Compass Detailing
Auto Detailing
TL
Tidewater Landscaping
Landscaping
MP
Mainspring Pest Control
Pest Control
PE
Polaris Electricians
Electrical
DM
Driftwood Movers
Moving
AP
Aperture Photography Studio
Photography
LW
Lattice Web Studio
Web Design
HS
Halcyon Spa
Day Spa
KL
Kestrel Locksmiths
Locksmith
WH
Westwind Holdings
Residential Rental
BP
Brickyard Partners
Commercial Lease
DP
Driftless Property Co
Mixed-use Lease
AR
Aurora Rentals LLC
Short-Term Rental
TR
Thornbridge Realty Group
Brokerage
ME
Maplecrest Estates
Residential Rental
SP
Sundial Property Mgmt
Property Management
HB
Heron Bay Lofts LLC
Residential Rental
CP
Cobblestone Partners
Commercial Lease
LP
Linden Park Holdings
Residential Rental
VF
Verdant Family Medicine
Medical Practice
GD
Glassford Dental
Dental Practice
CL
Carrington Law Group
Law Firm
JV
Junction Veterinary Clinic
Veterinary
LO
Lighthouse Optometry
Optometry
TC
Truepoint Counseling
Therapy Practice
FP
Foxglove Pediatric Dental
Dental Practice
AC
Anchorline Chiropractic
Chiropractic
HD
Hollow Drum Records
Indie Music Label
EO
Ember Outdoor Gear
E-commerce / Retail
HB
Highwater Brewing Supply
Wholesale
TB
Talisman Books & Press
Independent Publishing
SA
Stonefield Apiary
Specialty Agriculture

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HH

Sample client

Harbor HVAC

HVAC · S-Corp · $112,000/mo

AI flag · medium

Reconciliation unmatched: $4,200

QB transaction dated 3/1 but bank statement shows pending. Likely a Stripe payout that hasn't cleared.

Snapshot

Industry: HVAC
Entity type: S-Corp
Monthly revenue: $112,000
Close status: in progress

Team

PartnerJordan
Staff accountantMarcus
Last activity1d ago

Recent AI activity

3h agoAI matched 218 of 222 March bank transactions to QB ledger.
YesterdayMarch P&L draft generated. Awaiting partner approval.
2d agoQuarterly tax estimate worksheet refreshed with March numbers.
5d agoVendor 1099-NEC reconciliation completed for Q1.

Pending approvals for this client

No items pending review for this sample client.

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