1. Signal
  2. Accountant

Accountant

What the chase agent and the monthly health check need a person for. Hover any number or column to see what it means. Click a client's name to open their chat in Support.
Partly live. Agent runs use the hosted ROS feed when production data exists. The monthly health check still runs real rules over mock figures and ROS results. What the remaining checks need from real data: the backend questions, section 1.9.
How the chase agent and the checks work

Actions needed

    Monthly health check

    The year-end check, run every month so year end is a formality. Each check is the question an accountant would ask and what proves the answer: the bank first, then payroll and Revenue, then email, and only then the client. Click any cell for the checks behind it. Next VAT3 period: ….

    Everything running

    Client Item Kind Failing for Step Next Sent