Operations · MVP mock
One pulse on CFO–firm billing health.
This local prototype previews the portal that replaces fragmented spreadsheets with structured engagements, computed compensation vitals, and an admin control tower — QuickBooks integration is Phase 2.
- Canonical client & engagement records with effective dating
- Tenure + $49.4k threshold logic surfaced as computed vitals
- Admin queues, month-end preview, and audit-friendly timeline
Firm snapshot
May 2026
Active CFOs
9
Open exceptions
7
Draft requests
3
QBO phase
Not connected
Toggle CFO vs Admin in the header after you enter the portal to preview both experiences.