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Tasks

8 tasks · 4 completed this month

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Q1 expense report compiled and categorized

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32 transactions processed, 4 flagged for manual review.

Finance
CompletedCompleted 2h ago

Payroll summary ready for review

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May payroll totals for 8 employees. Approve before processing.

HRHigh priority
Needs reviewAction needed

Business license renewal due in 14 days

State license #CA-8821. Estimated cost: $450. Renewal link ready.

ComplianceHigh priority
PendingDue May 18

New employee onboarding checklist sent to Jordan Lee

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W-4, I-9, direct deposit, handbook, and benefits forms sent.

HR
CompletedCompleted yesterday

Vendor payment scheduled — Acme Supplies

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$3,200 ACH scheduled for May 7. Invoice #2041 matched.

Operations
CompletedCompleted yesterday

Monthly cash flow report generated

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April recap: $48,200 revenue, $31,700 expenses. Net +$16,500.

Finance
CompletedCompleted 2 days ago

Annual workers' comp audit documents due

Compile payroll records and classification codes for auditor.

ComplianceHigh priority
PendingDue Jun 1

Office supply reorder triggered

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3 items below threshold. PO draft ready for approval.

Operations
Needs reviewAction needed

Showing 8 tasks · Sorted by most recent

4 completed
2 needs review
2 pending