DEMO COMPANY · SYNTHETIC WORKSPACE

Dashboard

SYNTHETIC

GOOD EVENING

Here’s what Alex sees.

Review the big picture first, then drill into transactions, reports, receivables, payables, and month-end.

Alex is reviewing the books

CASH FLOW

Money in and out

PROFIT & LOSS

Year to date

EXPENSES

Top vendors

REVIEW QUEUE

Needs attention

ALEX INSIGHTS

What stands out

CONNECTIONS

Data sources

BOOKKEEPING REVIEW

Transactions

Search, filter, and resolve synthetic review items. Any record change uses a two-step approval.

DateDescriptionCategoryAccountAmountStatus

REVIEW QUEUE

Resolve what needs attention

REPORT LIBRARY

Reports

Open a report and Alex will build it from the current workspace data.

REPORT PREVIEW

Profit & Loss


      


      

        
A/R
Accounts Receivable
See who owes the business, how old the balance is, and what needs follow-up.

        

      


      

        
A/P
Accounts Payable
Review outstanding bills and aging without moving money automatically.

        

      


      

        
CLOSE PREP
Month-End
Alex turns unresolved accounting work into a clear checklist before a period is closed.

        

      


      

        
GROUNDED ACCOUNTING Q&A
Ask Alex
Ask plain-language questions about the data in this workspace. Alex shows the basis for the answer and does not invent missing information.

        
A
ALEX
Ask me about the books.
I’ll answer from the available accounting data and show what I used.

      


      

        
DATA SOURCES
Connections
Production connectors stay disabled until their credentials and hosting security are configured. File import remains available as a safe starting path.

        

        
GO-LIVE READINESS
External activation blockers

      


      

        
PROVENANCE
Audit History
Alex records proposed, approved, and executed accounting changes so work can be traced.