Practice Overview

Practice Overview is the advisory firm's home dashboard, consolidating every managed business into one view so you don't have to switch between them. It surfaces portfolio counts (businesses and team members), firm-wide accounts-payable totals, a per-client AP breakdown with close scores and health, and an AI insights panel that flags clients needing attention. It lives in Settings and only appears for advisory firm accounts.

Key capabilities

• Top-line KPIs: total Businesses and Team Members in the firm
• Firm-wide AP totals: Total Outstanding and Total Overdue (overdue turns red when above zero)
• AP work queue summary: Bills Needing Review and Total Bills across all clients
• Per-client Client AP Breakdown table with outstanding, overdue, and bill counts
• Close score per client (with blocker count) linking into that period's close
• Computed health badge per client: Healthy, Watch, or At risk
• AI Insights panel that analyzes the portfolio and ranks clients by severity (Info, Warning, Critical)
• Intercompany Balances widget: per-entity due-from / due-to / net positions from the Intercompany Cleanup engine, with a firm total and an unbalanced warning
• Settle balances: record an intercompany settlement from proposed pairwise net positions once the repayment transfer has been matched
• Quick actions to Businesses, Staff/Members, and Approval Policies
• Default sort puts the most-overdue clients first

How it works

The dashboard loads a firm AP summary and portfolio counts, then calculates health badges and default sort order in your browser.

flowchart TD
  open["Open /settings?section=overview"] --> counts["Business + team counts"]
  open --> ap["Firm AP summary"]
  ap --> totals["Totals: outstanding / overdue / bills"]
  ap --> perClient["Per-client rows"]
  perClient --> health["Derive health from overdue ratio"]
  perClient --> close["Close score + blockers"]
  open --> ai["AI insights (on demand)"]

How to use it

1. Open Settings > Overview — available to advisory firm accounts.
2. Scan the top KPI cards for portfolio size and firm-wide outstanding/overdue balances.
3. Review Bills Needing Review and Total Bills to gauge AP workload across clients.
4. Work the Client AP Breakdown table — it's sorted most-overdue first; re-sort any column as needed.
5. Click a client's close score to jump into that accounting period's close.
6. Review the Intercompany Balances table (shown when entities carry due-to/due-from positions) — click Settle balances to record a settlement, or Open cleanup workspace to work the matching queue.
7. Click AI Insights to generate a cross-client analysis, then act on the highest-severity items.
8. Use the quick-action cards to jump to Businesses, Members, or Approval Policies.

Pro tips

• Review the overview weekly to catch clients drifting into the "At risk" band before close.
• Treat Total Overdue as your triage signal — when it's red, start at the top of the AP breakdown.
• Use the AI Insights panel before status meetings; it summarizes which clients need attention and why.
• Close scores with blockers are the fastest path to "what's stopping this client's close?" — click straight through.
• Rebalance workloads using the Team Members count alongside the per-client health spread.

In-depth guide

KPI cards

Client AP Breakdown columns

How health is computed

Health is calculated from each client's overdue share of total outstanding:

Clients with no outstanding balance default to Healthy.

AI insights

The AI Insights panel returns ranked observations, each with a title, description, and severity (Info, Warning, or Critical). It runs on demand when you open the panel, so the dashboard stays fast until you ask for it.

Intercompany Balances widget

Appears only when at least one entity has posted intercompany due-to/due-from entries — typically after confirming cross-entity pairs in Intercompany Cleanup. For each entity it shows:

The footer totals the firm; if total due-from ≠ total due-to it shows an unbalanced delta — a signal that some positions involve a counterparty outside your data (e.g. a parent company) or that cleanup is incomplete.

Settle balances opens proposed pairwise settlements ("Entity B owes Entity A $42K net"). Recording one nets down the gross due-to/due-from in both entities and closes the pair's open elimination entries — do this after the actual repayment transfer has been matched in Cleanup, not before.

Solo vs advisory

This page is advisory-only:

• Solo accounts manage a single business and use the Books workspace dashboards instead.
• The Practice Management section (including Overview) appears only for firm accounts.

Edge cases

• With no businesses yet, AP totals show "—" and the breakdown table shows an empty state.
• The Export CSV button is present but disabled (labeled "Coming soon").
• If a client's AP data fails to load, the firm totals still render from the businesses that succeeded.