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Total Receipts
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YTD Expenses
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Unverified
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Pending Docs
Recent Receipts
| Date | Vendor | Amount | Category | Status |
|---|---|---|---|---|
Accountant Email Analysis
Click "Import Emails" to fetch accountant correspondence, then analyze patterns.
⚠️ URGENT: Accountant Action Items Required
These items were extracted from DGPerry correspondence and require your immediate attention. Failure to complete may delay tax preparation.
0
Critical
0
High Priority
0
Completed
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Total Tasks
5 Consolidated Action Items from DGPerry
1. Reconnect QuickBooks Bank Feed
HIGH
Action Required: Log into QuickBooks and reconnect PNC accounts to the bank feed.
Open QuickBooks Online →
Open QuickBooks Online →
2. Complete 2024 Tax Organizer
CRITICAL
Action Required: Go to SafeSend portal and complete the tax organizer for 2024 returns.
Open SafeSend Portal →
Open SafeSend Portal →
3. Sign Tax Documents
HIGH
4. Provide Year-End Items
CRITICAL
Action Required: Review September 2025 uncategorized items PDF and respond.
⚠️ Warning from accountant: "Any open items we carry into the new year will delay the preparation of your personal tax return"
Attachments saved to Drive:
⚠️ Warning from accountant: "Any open items we carry into the new year will delay the preparation of your personal tax return"
Attachments saved to Drive:
- UNCATEGORIZED ITEMS.pdf
- P&L YTD
- P&L Month
- Balance Sheet
- General Ledger
5. Pay DGPerry Invoices
MEDIUM
Action Required: Review and pay invoices through Aiwyn portal.
Invoice #169111: From Nov 13, 2025
Open Aiwyn Portal →
Invoice #169111: From Nov 13, 2025
Open Aiwyn Portal →
All Extracted Tasks (57 total)
| Priority | Task | Category | Source | Due Date | Status | Actions |
|---|---|---|---|---|---|---|
Checking QuickBooks Connection...
Please wait while we verify your connection
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Cash on Hand
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Credit Card Balance
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Accounts Receivable
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Accounts Payable
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Net Cash Position
Account Balances
Connect QuickBooks to view accounts
Profit & Loss (YTD)
2026
Income
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Expenses
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Net Income
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Open Invoices (A/R)
0 overdueConnect QuickBooks to view invoices
Open Bills (A/P)
0 overdueConnect QuickBooks to view bills
Last updated: --
Read-only view. Manage bank connections, add accounts, and view detailed analytics in the Financial Command Center.
Open Banking Manager
Connected Bank Accounts
| Institution | Account Name | Type | Balance | Last Synced |
|---|---|---|---|---|
Recent Transactions
| Date | Description | Category | Amount | Account |
|---|---|---|---|---|
| No bank accounts connected. Connect in Financial Command Center | ||||
Drop receipts here or click to upload
Supports images (JPG, PNG) and PDF files
All Receipts
| Date | Vendor | Amount | Category | Payment | Status | Actions |
|---|---|---|---|---|---|---|
Documents from DGPerry
| Date | Document | Type | From | Status | Actions |
|---|---|---|---|---|---|
Email History
| Date | From | Subject | Attachments | Status |
|---|---|---|---|---|
Profit & Loss Statement
Schedule F Report
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Total Hours Logged
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Total Labor Cost
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Avg $/Hour
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Crops Tracked
Labor Cost by Crop
Activity-based costing data from employee time tracking. Direct costs are from tasks assigned to specific batches.
| Batch ID | Crop | Variety | Hours | Direct Cost | Indirect Cost | Total Cost | Avg Efficiency |
|---|---|---|---|---|---|---|---|
Recent Time Entries
| Date | Employee | Task | Batch | Duration | Cost | Type |
|---|---|---|---|---|---|---|
Expense Categories (Schedule F)
| ID | Category Name | Type | Schedule F Line | Description |
|---|---|---|---|---|