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Client Dashboard

The client Dashboard answers "how is my business doing?" with health score, KPIs, connected accounts, action items, and recent transactions — all read-only from the firm's books. Firm staff preview via Client View.

Key capabilities

  • Time-of-day greeting with the active business name and date
  • "Managed by <firm>" advisor banner with a one-click Message Advisor button
  • AI Financial Health Score (0–100) with status badge and an expandable score breakdown that links to the screen where each issue lives
  • AI Financial Summary panel (balance-sheet analysis) on demand
  • Four KPI cards: Cash & Bank, Accounts Receivable (with overdue), Accounts Payable, and Net Income (YTD)
  • Connected Accounts card with per-account balances, a total, last-synced time, and reauthorization/sync-error pills
  • Action Items card surfacing the top notifications (warnings/urgent) plus AI quick insights
  • Financial Snapshot card (Total Assets, Liabilities, Equity, and Assets − Liabilities)
  • Recent Transactions list (latest five) and a Quick Actions launcher
  • Manual Refresh and a multi-business switcher in the sidebar

How it works

The Dashboard fans out parallel read-only calls for the active business — invoice/bill metrics, balance sheet, income statement, recent transactions, bank balances, Plaid connection health, the AI dashboard, and notifications — then composes them into cards. Everything is scoped to the business selected in the sidebar switcher.

flowchart TD
  switch["Business switcher (sidebar)"] --> load["Dashboard load"]
  load --> metrics["Invoice / bill metrics"]
  load --> stmts["Balance sheet + income statement"]
  load --> bank["Bank balances + Plaid health"]
  load --> ai["AI dashboard (health score)"]
  load --> notif["Notifications (warning / urgent)"]
  metrics --> view["Dashboard cards (read-only)"]
  stmts --> view
  bank --> view
  ai --> view
  notif --> view

How to use it

  1. Sign in to the portal — clients land on the Dashboard (sidebar Home).
  2. Read the Financial Health Score at the top; if it's below 60 the breakdown auto-expands so urgent items are visible. Click any factor to jump to the screen that fixes it.
  3. Scan the four KPI cards for Cash & Bank, Accounts Receivable, Accounts Payable, and Net Income (YTD).
  4. Check Connected Accounts for balances and a sync-health footer — a "needs reauthorization" pill links to Integrations.
  5. Work the Action Items card, then use View All Action Items to open the full Notifications inbox.
  6. Use Quick Actions (Message Advisor, View Statements, Download Reports, Invoices & Bills, Documents, Action Items) to navigate.
  7. Hit Refresh any time; multi-business clients switch context from the sidebar business switcher.

Pro tips

  • Firm-side: the health score and quick insights come from the AI dashboard — keep transactions categorized and reconciled so the score reflects reality, not gaps.
  • Firm-side: enable Plaid visibility so the Connected Accounts card can flag dead connections; a "needs reauthorization" pill is the earliest warning that data is aging.
  • Firm-side: the Message Advisor button and Action Items card only help if messaging and notifications are turned on — set those up before onboarding the client.
  • Client-side: treat the Dashboard as a weekly check-in; the Action Items card surfaces the most time-sensitive asks without digging through email.
  • Client-side: every number is read-only — if something looks wrong, flag it through Questions or Messages rather than expecting an edit button.

In-depth guide

What the client can see vs. do

The Dashboard is entirely read-only — no card writes back to the books. The only interactive elements are:

  • Navigation — Quick Actions, card footers, health-factor links
  • The Refresh button
  • The on-demand AI Financial Summary
  • The Message Advisor shortcut
Card Shows Source
Financial Health Score 0–100 score, status, factor breakdown with deducted points AI dashboard
Cash & Bank Connected bank balances, else cash computed from the balance sheet Bank balances / balance sheet
Accounts Receivable Total outstanding, overdue amount Invoice metrics
Accounts Payable Balance due, total due Bill metrics
Net Income (YTD) Revenue − expenses for the year to date Income statement
Connected Accounts Per-account balance, total, last sync, reauth/error pills Bank balances + Plaid connections
Action Items Top warning/urgent notifications + AI insights Notifications + AI dashboard
Financial Snapshot Total Assets, Liabilities, Equity, Assets − Liabilities Balance sheet
Recent Transactions Five most recent transactions Transactions list

Health score tones

Score Tone Banner copy
80–100 Good "Your business finances are in great shape."
60–79 OK "A few items need attention."
Below 60 Needs attention "Several areas need immediate attention." (auto-expands once)

Each breakdown factor carries the points it deducted and, where available, a drill-down link (transactions, invoices, bills, reports, or the inbox).

Access controls that gate cards

Card / shortcut Gated by Default
Message Advisor button + Quick Action Client messaging enabled by the firm Off
AI Financial Summary Client AI assistant enabled by the firm Off
Connected Accounts / sync pills Bank integration visibility shared by the firm Hidden
Action Items contents The client's notification preferences On

How firm-side data flows in

Bookkeepers work in Books; the Dashboard reads their results (statements, KPIs, bank balances, notifications). The health score's "Updated … ago" label shows when that summary last ran.

Edge cases

  • No business selected — contact your advisor to get started.
  • No bank accounts shared — Connected Accounts is hidden; Cash & Bank uses balance-sheet data.
  • No data yet — KPIs show -- until the firm posts entries.
  • No notifications — Action Items shows an all-clear message.