Practice Overview

Practice Overview, titled Firm Overview in the app, is the advisory firm's home dashboard, consolidating every managed business into one view so you don't have to switch between them. It surfaces portfolio counts, firm-wide accounts-payable totals, a per-client AP breakdown with close scores and health, intercompany balances, entity groups, and an AI insights panel that flags clients needing attention. It lives under Settings > Firm and only appears for advisory firm accounts.

Key capabilities

• Top-line KPIs: total Businesses and Team Members in the firm
• Firm-wide AP totals: Total Outstanding and Total Overdue (overdue turns red when above zero)
• AP work queue summary: Bills Needing Review and Total Bills across all clients
• Per-client Client AP Breakdown table with outstanding, overdue, and bill counts, sorted most-overdue first
• Close score per client (with blocker count) linking into that period's close
• Computed health badge per client: Healthy, Watch, or At risk
• AI Insights panel (Cross-Client AI Insights) that ranks clients by severity (Info, Warning, Critical)
• Intercompany Balances widget: per-entity due-from / due-to / net positions from Intercompany Cleanup, with a firm total and an unbalanced warning
• Settle balances: record an intercompany settlement from proposed pairwise net positions once the repayment transfer has been matched
• Entity Groups cards (when you have more than one business) with a link to each group's consolidated report
• Quick actions to Businesses, Members, and Approval Policies

How it works

The dashboard loads a firm AP summary and portfolio counts, then works out health badges and sort order for you.

flowchart TD
  open["Open Firm Overview"] --> counts["Business + team counts"]
  open --> ap["Firm AP summary"]
  ap --> totals["Totals: outstanding / overdue / bills"]
  ap --> perClient["Per-client rows: health + close score"]
  open --> ic["Intercompany balances + entity groups"]
  open --> ai["AI insights (on demand)"]

How to use it

1. Open Settings > Firm > Firm Overview (advisory firm accounts).
2. Scan the KPI cards for portfolio size and firm-wide outstanding and overdue balances.
3. Review Bills Needing Review and Total Bills to gauge AP workload.
4. Work the Client AP Breakdown table, sorted most-overdue first; re-sort any column as needed.
5. Click a client's close score to jump into that accounting period's close.
6. In Intercompany Balances (shown when entities carry due-to/due-from positions), click Settle balances to record a settlement, or Open cleanup workspace to work the matching queue.
7. In Entity Groups, click View consolidated report on a group, or Manage groups to edit them.
8. Click AI Insights for a cross-client analysis, then act on the highest-severity items.
9. Use the quick-action cards to jump to Businesses, Members, or Approval Policies.

Pro tips

• Review the overview weekly to catch clients drifting into the "At risk" band before close.
• Treat Total Overdue as your triage signal; when it is red, start at the top of the AP breakdown.
• Use AI Insights before status meetings; it summarizes which clients need attention and why.
• Close scores with blockers are the fastest path to "what's stopping this client's close?"
• Rebalance workloads using the Team Members count alongside the per-client health spread.

In-depth guide

KPI cards and breakdown columns

The Client AP Breakdown columns are Business, Outstanding, Overdue, Needs Review (amber badge), Total Bills, Close score (blocker count, links to the period), and Health.

How health is computed

Health uses each client's overdue share of total outstanding: over 50% is At risk, over 20% up to 50% is Watch, and 20% or less is Healthy. Clients with no outstanding balance default to Healthy.

AI insights

The panel returns ranked observations, each with a title, description, and severity. It runs on demand when you open it, so the dashboard stays fast until you ask.

Intercompany Balances widget

Appears only when at least one entity has posted intercompany due-to/due-from entries, typically after confirming cross-entity pairs in Intercompany Cleanup. Columns are Entity, Due from (what others owe it), Due to (what it owes others), and Net (green for net creditor, amber for net debtor).

The footer totals the firm. If total due-from differs from total due-to it shows an unbalanced amount, a signal that a position involves a counterparty outside your data (such as a parent company) or that cleanup is incomplete.

Settle balances lists proposed pairwise settlements ("Entity B owes Entity A $42K net") with open-item counts. Record settlement nets down the gross balances in both entities and closes the pair's open eliminations. It cannot be undone, so do it after the repayment transfer has been matched in Cleanup.

Solo vs advisory

This page is advisory-only. Solo accounts manage a single business and use the Books workspace dashboards instead. The Firm and Team settings sections appear only for firm accounts.

Edge cases

• With no businesses yet, AP totals show "—" and the breakdown table shows an empty state.
• If a client's AP data fails to load, the firm totals still render from the businesses that succeeded.