Client Dashboard

The client Dashboard answers "how is my business doing?" with a health score, KPIs, connected accounts, action items, and recent transactions, all read-only from the firm's books. Firm staff can preview it from the Client Portal workspace.

Key capabilities

Time-of-day greeting with the active business name and today's date
"Managed by <firm>" advisor banner with a Message Advisor button (when messaging is on)
Financial Health Score (0-100) with a status badge, "Updated ... ago" label, and an expandable breakdown whose rows link to the screen where each issue lives
Financial Summary button that opens an AI balance-sheet analysis panel on demand
Four KPI cards: Cash & Bank, Accounts Receivable (with overdue), Accounts Payable, and Net Income (YTD)
An Accrual basis or Cash basis badge above the KPIs showing which books the numbers follow
Connected Accounts card with per-account balances, a total, last-synced time, and reauthorization or sync-error pills
Action Items card with the top warning and urgent notifications (up to four) plus up to two AI quick insights
Financial Snapshot card (Total Assets, Liabilities, Equity, and Assets minus Liabilities)
Recent Transactions (latest five) and a Quick Actions launcher
Manual Refresh, and a business switcher in the sidebar for clients with several businesses

How it works

The Dashboard loads everything for the business selected in the sidebar: invoice and bill totals, the balance sheet, the year-to-date income statement, recent transactions, bank balances and connection health, the health score, and notifications. Each card fills in independently, so one slow or failed source never blanks the page. Numbers follow the business's configured accounting basis; the portal has no basis switch.

flowchart TD
  switch["Business switcher (sidebar)"] --> load["Dashboard load"]
  load --> metrics["Invoice / bill totals"]
  load --> stmts["Balance sheet + income statement"]
  load --> bank["Bank balances + connection health"]
  load --> ai["Health score + insights"]
  load --> notif["Notifications (warning / urgent)"]
  metrics --> view["Dashboard cards (read-only)"]
  stmts --> view
  bank --> view
  ai --> view
  notif --> view

How to use it

Sign in to the portal. Clients land on the Dashboard (sidebar Home).
Read the Financial Health Score at the top. Below 60, the breakdown opens by itself so urgent items are visible. Click a factor to jump to the screen that fixes it.
Scan the four KPI cards for Cash & Bank, Accounts Receivable, Accounts Payable, and Net Income (YTD). A tile reading Unavailable means that number failed to load, not that it is zero; click Retry or Refresh.
Check Connected Accounts for balances and the sync footer. A "need reauthorization" pill links to Integrations via Fix in Integrations.
Work the Action Items card, then use View All Action Items to open the full Notifications inbox.
Use Quick Actions (Message Advisor, View Statements, Download Reports, Invoices & Bills, Documents, Action Items) to jump around.
Click Refresh any time to reload every card.

Pro tips

Firm-side: the health score and quick insights come from the AI dashboard, so keep transactions categorized and reconciled for a score that reflects reality, not gaps.
Firm-side: share the Financial Institutions integration and keep bank connections healthy so Connected Accounts can flag dead connections early.
Firm-side: the Message Advisor button only appears if client messaging is on, so set that up before onboarding the client.
Client-side: treat the Dashboard as a weekly check-in; the Action Items card surfaces the most time-sensitive asks without digging through email.
Client-side: every number is read-only. If something looks wrong, raise it through Questions or Messages rather than looking for an edit button.

In-depth guide

What the client can see vs. do

The Dashboard is entirely read-only; no card writes back to the books. The interactive elements are navigation (Quick Actions, card footers, health-factor links), Refresh, the Financial Summary button, and Message Advisor.

Card	Shows
Financial Health Score	0-100 score, status, factors with the points each deducted
Cash & Bank	Total of connected bank accounts; otherwise cash accounts from the balance sheet
Accounts Receivable	Total outstanding, with the overdue amount underneath
Accounts Payable	Balance due, with the total due underneath
Net Income (YTD)	Revenue minus expenses for the year to date, labeled Profit or Loss
Connected Accounts	Balance (and available balance) per account, total, last sync, reauth and error pills
Action Items	Warning and urgent notifications for this business, plus AI insights
Financial Snapshot	Total Assets, Liabilities, Equity, and Assets minus Liabilities
Recent Transactions	The five most recent transactions

Health score tones

Score	Tone	Banner copy
80-100	Good	"Your business finances are in great shape."
60-79	OK	"A few items need attention."
Below 60	Needs attention	"Several areas need immediate attention." (opens the breakdown once)

What depends on firm settings

Item	Depends on
Message Advisor button and Quick Action	The firm turning on client messaging (off by default)
Ask Regent panel in the portal header	The firm turning on Client access to Regent (off by default)
Connected Accounts card	The business having linked bank accounts
Financial Summary	Always shown; it runs an AI analysis that may be unavailable to view-only accounts

Edge cases

No business selected: the page says "No business selected."; contact your advisor.
No linked bank accounts: Connected Accounts is hidden and Cash & Bank uses balance-sheet cash.
No data yet: KPIs show -- until the firm posts entries.
Nothing needs attention: Action Items shows "No action items right now. Everything looks good."