Good morning 👋
Here's your queue for today.
Active clients
—
Exceptions to review
—
Accounts reconciled
—
Client escalations
—
Last resort only
Client accounts
No clients yet
Resolution log
Today
No activity yet today
Exception queue
| Client | Description | Amount | Date | Priority | Action |
|---|---|---|---|---|---|
| No exceptions — queue is clear ✓ | |||||
Clients
All active bookkeeping clients
No clients yet
Exceptions
All flagged transactions requiring review
Total exceptions
—
Urgent
—
Action required today
Client escalations
0
Last resort only
| Client | Description | Type | Amount | Date flagged | Priority | Status | Action |
|---|---|---|---|---|---|---|---|
| No exceptions yet | |||||||
Reconciliation
Bank vs books — monthly account matching
Accounts to reconcile
—
Reconciled
—
In progress
—
Pending
—
No accounts set up yet
Transactions
All imported transactions across clients
Total transactions
—
Needs review
—
Categorized
—
| Date | Client | Description | Category | Amount | Source | Status |
|---|---|---|---|---|---|---|
| No transactions yet — upload a bank statement to get started | ||||||
Reports
Monthly financial reports by client
| Client | Period | Type | Generated | Status | Action |
|---|---|---|---|---|---|
| No reports generated yet | |||||
Your Books
Managed by VPSS · August 2026
● Books current
Revenue (this month)
—
Expenses (this month)
—
Net profit
—
Cash on hand
—
Expense breakdown
This month
No expense data yet
Reports
Ready to download
No reports yet
Recent transactions
AI categorized · VPSS reviewed
| Date | Description | Category | Amount | Status |
|---|---|---|---|---|
| No transactions yet | ||||
Bank Statements
Raw bank data — used for reconciliation against books
Total entries
—
Total inflow
—
Total outflow
—
| Date | Client | Account | Description | Amount | Source |
|---|---|---|---|---|---|
| No bank statements uploaded yet | |||||
Category Rules
Auto-categorize transactions on import — no rule match = flagged as exception
Rules run top to bottom. First match wins. Contains is case-insensitive — "aws" matches "AWS", "Amazon AWS", etc.
| Client | If description | Match type | Then category | Notes | Status | Action |
|---|---|---|---|---|---|---|
| No rules yet — add your first rule to start auto-categorizing | ||||||
Settings
Team members, clients, and system configuration
All Vera team members and their access levels.
| Name | Role | Joined | Action | |
|---|---|---|---|---|
| Loading... | ||||