Monthly AI and tool subscription costs. Identify high-spend vendors and unnecessary subscriptions.

Expense trends across silos. Spot cost concentrations and month-over-month changes.

Per-client profitability, tier breakdowns, cut candidates. Finance-level subscription intelligence.

Monthly silo totals and partner split calculations. Payout approval and locking workflow.

Generate monthly P&L reports and send to Jim with a 30-day secure link.

Send card update and invoice emails to clients. Branded templates, tracked sends.

Employee invoices — create, send, track payment. Generates PDF invoices.

FI campaign analytics dashboard with lead flow, cost-per-lead, and conversion metrics.

Review and assign silos to bank transactions. Merchant memory auto-fills known vendors.

Manual silo-to-silo transfers for partner payout corrections.

Import health, data freshness, last-run timestamps for all data sources.

View and generate monthly profit & loss reports. Send to Jim via secure link.

Full financial overview — revenue, expenses, silo breakdown, KPIs, trend analysis.

Monthly totals by silo, partner split calculations, payout approval workflow.

Per-client profitability, subscription tier breakdown, cut candidate identification.

Send card update requests and invoice emails to clients.

Manage employee invoice submissions and payroll summaries.

First Impression campaign performance — leads, costs, conversion tracking.

Import agent health, data freshness, last run timestamps for all data sources.

Manual silo-to-silo transfers and partner payout adjustments.

Employee payout history, invoice archive, period totals, and pay period management.