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.
5 Consolidated Action Items from DGPerry
Open QuickBooks Online →
Open SafeSend Portal →
⚠️ 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
Invoice #169111: From Nov 13, 2025
Open Aiwyn Portal →
All Extracted Tasks (57 total)
| Priority | Task | Category | Source | Due Date | Status | Actions |
|---|---|---|---|---|---|---|
Loan Readiness Center
Generate complete loan application packages for Farm Credit, FSA, or USDA programs. Includes Balance Sheet, P&L, Cash Flow, and all required documentation.
1. Select Loan Type
FSA Loans
Farm Service Agency
Operating: up to $400K
Ownership: up to $600K
Microloan: up to $50K
Farm Credit
Horizon Farm Credit
Operating Lines
Real Estate Loans
Equipment Financing
USDA Programs
USDA Farm Programs
EQIP, CSP
Conservation Loans
Value-Added Grants
Farm Information (Pre-filled)
Legal Name: Tiny Seed Farm LLC
EIN: 81-5299411
Entity Number: 6509546 (PA)
Formation Date: February 7, 2017
Address: 257 Zeigler Road, Rochester, PA 15074
County: Beaver County, Pennsylvania
Organic: OEFFA #3839 (~5.6 acres)
Owner: Todd R Wilson (100%)
Connected Bank Accounts
Securely connect your bank accounts via Plaid to automatically import transactions.
| Institution | Account Name | Type | Balance | Last Synced | Actions |
|---|---|---|---|---|---|
Recent Transactions
| Date | Description | Category | Amount | Account |
|---|---|---|---|---|
| Connect a bank account to see transactions | ||||
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
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 |
|---|---|---|---|---|---|---|
Grant Tracking
| Grant Name | Agency | Award Amount | Period | Next Report Due | Status | Actions |
|---|---|---|---|---|---|---|
Expense Categories (Schedule F)
| ID | Category Name | Type | Schedule F Line | Description |
|---|---|---|---|---|