Firm Insights

Hi, Adam!
You have saved ~ 6 hrs!% Automated:75%
Transactions
315
Ingested
56
17.8%
Pending Review
190
60.3%
Autonomous
9
2.9%
Assisted
Reconciliations
8
Statements Fetched
0
0.0%
Completed
0
0.0%
Open
Exceptions
163
Found
151
92.6%
Pending Review
2
1.2%
Resolved
10
6.1%
Dismissed
Accounts
4
Total
4
100.0%
Connected
0
0.0%
Disconected

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Client Summary
Ongoing Service (2)
Automation
4
100.0 %
Connected Accounts
2
100.0%
Statement Fetching
2
50.0%
Autonomous
0
0.0%
Assisted
2
50.0%
No Automation
Close Summary
0.0%
Months Closed On Time
Open - Overdue Months (6)Open - On Time Months (2)
Productivity
40.0%
Tasks Completed On Time
Open Tasks (10)
0Due
10Overdue
Completed Tasks (5)
2On Time
3Overdue

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