Books
Bookkeeping command center for the selected entity.
AI bookkeeper
property_scope: ...
Ask about entries, Plaid sync, month-end, anomalies, or what needs review for this entity.
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AI settings
Models, keys, OCR, and autonomous bookkeeping policy.
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Cash Balance
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Summed from active Plaid account balances.
This Month P&L
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Income minus expenses for the current month.
Open Review
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Draft journal entries plus review-needed inbox items.
Free Cash Flow
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Operating cash minus reserves, mortgage, and buffer.
Suggested Fidelity Sweep
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Capped at the current margin balance.
Expense Reserve Target
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Property tax + insurance building toward due dates.
Margin Balance
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Payoff ETA at this cycle's sweep rate.