SAGENT

Portfolio Overview

Accounting firm client management dashboard

Clients Healthy

72% of portfolio

At Risk

Require monitoring

Overdue

Immediate action needed

Books Closed

78%

This month (May)

Client Health Distribution

Healthy

At Risk

Overdue

Books Closed Trend

Dec

Jan

Feb

Mar

Apr

May

Percentage of clients with closed books each month

SLA Status

On Time

Approaching

Breached

Current SLA compliance across portfolio

IVK - Business Clients

Select a client to view their financial dashboard

BUSINESS	OWNER	CONTACT	STATUS	REVENUE	CONNECTIONS

Summit Fitness

David Park

Open AR Issues

Requires attention

Open AP Issues

Pending resolution

Bank Recon Pending

Awaiting reconciliation

Exceptions

Flagged for review

Cash on Hand

$165,016

Available now

This Month Revenue

$78,000

+23% vs last month

Net Profit (MTD)

$19,000

28.4% margin

Money Owed to You

$12,350

14 unpaid invoices

Account Connections

Connect your accounting systems and email accounts

NetSuite

Not Connected

Access financial transactions as well as project management info

Microsoft 365

Not Connected

Access Email for Accounts Payables and other info like Invoices, Contracts, and POs

PO Tracker

PO #	Vendor	PO Total	Applied	Remaining	Progress	Invoices
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