◈ LEFT SIDEBAR — PLAYBOOKS
Click any playbook to instantly deploy a pre-built expert analysis across all 5 nodes.
● MARGIN RECOVERY — Diagnoses the $147K gross margin gap vs 22% target. Identifies labor cost levers, quick wins, and a 90-day recovery plan with dollar targets.
● PORTFOLIO REVIEW — Full $4.2M portfolio analysis: yield, risk concentration, rebalancing opportunities, and benchmark comparison.
● COMPLIANCE SWEEP — Audits SOX ($240K exposure), HIPAA BAA gaps, OIG screening ($1.9M CMS risk). Prioritized 30-day remediation plan.
● ZERO TRUST AUDIT — Security posture: 71/100 score, unencrypted data, over-permissioned accounts, CVE patch status. Ranked by severity.
● CASH FLOW AUDIT — AR acceleration, collections protocol, liquidity optimization, 30-day cash position improvement.
● ⚡ BNCA — Best Next Course of Action across ALL domains ranked by 90-day dollar impact. The executive priority stack.
● AR COLLECTIONS — $42K over 60 days: account prioritization, escalation protocol, bad debt provision, recovery timeline.
● TAX SWEEP — §179 ($284K eligible), S-Corp safe harbor, QBI optimization ($18K savings), Q2 deadline April 15.
● INVOICE AUDIT — Full AP/AR sweep: aging analysis, $18K dispute backlog, $3.2K early pay discounts, duplicate payment scan.
⬆ DOCUMENT UPLOAD
Upload real financial documents for AI analysis against your actual data.
● FORMATS: PDF · TXT · CSV · DOCX (drag & drop or click)
● ANALYSIS BUTTONS:
⚡ FULL ANALYSIS — Complete document review with risk flags and top 3 actions
📄 INVOICE EXTRACT — Pulls all invoice data: vendors, amounts, aging, disputes, early pay discounts
💰 FINANCIAL EXTRACT — Extracts all dollar figures, variances, and overruns
⚖️ COMPLIANCE SCAN — Flags SOX, HIPAA, OIG, regulatory violations with dollar exposure
📊 EXEC SUMMARY — Board-ready brief with key findings and actions
● BEST DOCUMENTS TO UPLOAD:
Invoices · AP aging reports · AR aging reports · Bank statements · P&L statements · Budget vs actual · Compliance audit reports · Tax documents · Vendor contracts