June 2026MayAprilQ2
Bursar AI: one item needs a human decision — Pier 9 Seafood has an uncategorized $4,200 wire with no matching vendor.Review →
Clients in close
38
Across 3 partners
Delivered
35 / 38
On your letterhead
Awaiting sign-off
2
Books complete
Open items
1
Needs a decision
Close progress35 of 38 delivered
Delivered 35In review 2Collecting 1
Reconciliations
143 / 144 accounts · 1 exception
Documents outstanding
6 · auto-nudged
Hours returned
266 this month
| Client | Close progress | Docs | Reviewer | Status |
|---|---|---|---|---|
| Harbor Coffee Co. | 412/412 | 19/19 | JP | Delivered |
| Mendez Plumbing LLC | 188/188 | 11/11 | MR | Delivered |
| Birch Street Dental | 240/240 | 23/24 | JP | Delivered |
| Lakeside Fitness | 342/356 | 14/14 | JP | In review |
| Northside Vet Clinic | 271/290 | 17/17 | MR | In review |
| Pier 9 Seafood | 203/231 | 12/13 | — | Chasing |