Today
Accounting dashboard
Start with a matter, import spreadsheet activity, or review transactions that need attorney attention.
Active matters
1
1 total matters
Needs review
10
Transactions not yet approved
Needs attention
Net activity
-$824.76
$10,354.17 in, $11,178.93 out
Draft reports
0
0 needing attorney review
Blocked reports
1
0 reconciliation mismatches
Needs attention
Approved not exported
0
0 with missing source support
AI suggestions
0
0 jobs pending, 0 failed
Open exceptions
32
0 high severity, 0 critical readiness
Needs attention
Internal follow-ups
0
0 high readiness issues
Pending extraction
1
Bank statements ready for extraction
Needs attention
Extraction review
0
0 extracted rows with errors
Statement mismatches
0
0 extraction runs failed
Documents uploaded
4
0 unlinked source records
Document review
1
0 rejected documents
Needs attention
Missing source support
0
0 matters need source review