Total Balance
Overview
$31,180.24
My cards
Jack Watson
**** **** **** 4455
Savings
Jack Watson
**** **** **** 1999
Spending
Month$250.00
JanFebMarAprMayJun
Transactions
See All →- -$145.00Apple Inc.30-day ago
- +$820.00Jerry Heiner17-Dec 2024
- -$54.99Dribbble11-Dec 2024
- -$2,400.00Ekra Food09-Dec 2024
- +$3,200.00Paypal Payment04-Dec 2024
Expenses
Dec 2024 ▼$14,820.44
Dec 06Dec 07Dec 08Dec 09Dec 10
Credit Score
See More1620
Excellent
Transaction Coding & Reconciliation
AI has processed 847 transactions today — 68% auto-reconciled
9,247
Total Transactions
6,284
Auto-Reconciled (68%)
963
Pending Review
94.2%
Confidence Avg
| # | Date | Supplier | Amount | AI Account | GST | Confidence | Status | Actions |
|---|
AI Processing Stats
Quick Actions
Exception Review
963 items need your attention — AI has pre-sorted by priority
234
Unknown Suppliers
412
Low Confidence
189
Missing Documents
128
GST Issues
Needs Info 4
Unknown Supplier | $890.00 10 Dec
Supplier not found in Xero
💡 AI: Office Expenses 43%
Supplier not found in Xero
💡 AI: Office Expenses 43%
Missing Document | $2,100.00 09 Dec
No receipt in Dext
💡 AI: Professional Services 61%
No receipt in Dext
💡 AI: Professional Services 61%
GST Mismatch | $567.00 09 Dec
GST coded 10% but supplier GST-free
GST coded 10% but supplier GST-free
Large Unusual | $15,000.00 08 Dec
8x historical avg
💡 AI: Capital Expenditure 38%
8x historical avg
💡 AI: Capital Expenditure 38%
Under Review 3
Duplicate Risk | $450.00
Same amount+supplier as 01 Dec
Same amount+supplier as 01 Dec
Partial Payment | $1,200.00
Open invoice exists for $2,400
Open invoice exists for $2,400
Intl Transfer | $5,000.00
Foreign currency — GST unclear
Foreign currency — GST unclear
Resolved Today 2
Officeworks | $145.00
✓ Resolved by Sarah M. 2hrs ago
✓ Resolved by Sarah M. 2hrs ago
Telstra | $199.00
✓ Resolved by AI 1hr ago
✓ Resolved by AI 1hr ago
Accounts Payable
14 supplier bills pending approval — $42,180 total outstanding
✓Invoice Received
→
✓AI Validated
→
✓Draft Bill
→
4Client Approval
→
5Payment Batch
→
6ABA Export
$42,180
Outstanding
$8,340
Overdue
$12,650
Due This Week
14
Draft Bills
$31,200
Paid This Month
| ☐ | Supplier | Invoice # | Due Date | Amount | GST | Duplicate | Status | Actions |
|---|
Xero Integration
Connected — Last sync 3 minutes ago
✓
Xero Connected
Organisation: Account for It Pty Ltd
Organisation: Account for It Pty Ltd
🏦 Bank Feeds: Active📡 API Calls: 1,247⚠ Last Error: None
● Live
Bank Feed Monitor
💳 ANZ Business — ****4421
847 tx this month | Sync: 2min ago ✓
847 tx this month | Sync: 2min ago ✓
💳 CBA Business — ****8812
234 tx this month | Sync: 5min ago ✓
234 tx this month | Sync: 5min ago ✓
💳 NAB Savings — ****2290
89 tx this month | Sync: 12min ago ✓
89 tx this month | Sync: 12min ago ✓
Recent Xero Publishes
Reconciliation Status
Client Management
60 active clients — 9,247 transactions this month
60
Active Clients
42
Healthy (>90%)
12
Needs Attention
6
Critical (<60%)
Audit Log & Reports
Complete record of all AI decisions
| Timestamp | Ref | Supplier | Amount | Action | Confidence | User/AI | Result |
|---|
Admin Configuration
Configure AI agent behavior, thresholds, and rules