Dashboard
Session & Financial Performance
Client Career Funnel
Session Analytics (Annual Summary)
| Session Type | Session Count |
|---|
Email Ingestion Simulator
Test parsing of payment Zelle/Venmo and expense emails directly into the queue.
Google Meet Integration
Manually trigger a sync of Google Meet video recordings and transcripts from Google Drive.
Google Calendar Integration
Manually trigger a sync of Google Calendar coaching sessions and intro calls.
Gmail Payments Integration
Manually trigger a scan of Gmail payment notifications from Stripe, Venmo, and Zelle.
Review Inbox (0 pending)
System Activity Logs
| Date | Action Type | Description | Related Client |
|---|
Export Bookkeeping Report
Generate monthly Excel worksheets containing Income, Expenses, Refunds, and Write-offs logs for your accounting firm.
Log Manual Expense
Accounting Adjustments & IRS Offsets (Deductions)
Corrective deductions for revenue over-reported to the IRS in previous years due to incorrect billing records. These represent offsets, not cash refunds.
| Offset Date | Client Name | Adjustment Amount | IRS Deduction Notes |
|---|---|---|---|
| No adjustments recorded. | |||
Outstanding Balances (Debtors)
Clients who have an outstanding balance (completed session fees exceed payments and write-offs).
| Client Name | Outstanding Balance | Action | |
|---|---|---|---|
| No debtors recorded. | |||
Prepaid Package Availability
Clients who have prepaid for coaching packages and have unused sessions remaining.
| Client Name | Package Name | Sessions Remaining | Action |
|---|---|---|---|
| No active prepaid packages. | |||
Coaching Package Templates
Define and edit package templates that clients can purchase.
| Name | Session Type | Total Sessions | Price | Status | Actions |
|---|---|---|---|---|---|
| Loading package templates... | |||||
Tax Rate Configurations
Modify the marginal percentages used by the quarterly tax liability estimator.
Self-Improving AI Engine
Otis reviews performance metrics weekly and uses Gemini-3.1-Pro to suggest system optimizations.
No tuning scan run yet for this week. Click "Run AI Optimization Scan" to perform a real-time system performance review.
AI Writing Style Guide
Otis reads your historical sent emails to replicate your specific warm, VP-focused coaching tone.
Draft a Client Email
AI Draft Preview
Tuned email draft matching your voice. Review and edit before sending.