⚠️ STAGING ENVIRONMENT — NOT FOR PRODUCTION USE Changes here are for testing only and will not affect live data
BP
Bruno Perez
bruno@vertices.co
Master Admin
Account
Smart CFO
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📸
Monthly Snapshot
Full P&L breakdown for any calendar month. See revenue, cost categories, and net position at a glance.
LIVE FreeAgent sync — data refreshed on demand
Bank Accounts
Live balances from FreeAgent
LIVE
Current Month — P&L
Current Month — Invoices & Bills
DateDescriptionCategoryLinked to ProjectStatusAmount
Click the tab to load transactions…

Features
User Profile
BP
Bruno Perez
bruno@vertices.co
Active
Company Admin
Edit Details
Activity
Last activeToday, 09:14
Member since
2FANot enabled
Danger Zone
🐶 Bella says: Role and group changes will take effect on the user's next login. They'll receive a notification too.
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Company Details
Plan & Limits
Pro: 10 seats · 50 Bella thoughts/mo · 5,000 transactions/mo · unlimited snapshots
Features Included = plan default
Admin Invite · M54 — email logged for now
Company Detail
📢 Maintenance Broadcast
⚠️ This message will appear as a banner for ALL users across ALL tenants, and will be logged as a notification in their notification panel.
What happens when you send:
1. A banner appears at the top of the screen for all active users.
2. A notification is pushed to every user's notification panel.
3. The action is logged in the Audit Log.
📌
Add Task / Reminder
Pin a task or reminder to any calendar date.
Recent
🐶 All clear! Bella will nudge you when something needs attention.
M00 🖥️ MOCK Feature Mock DEV ONLY — not in production
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Ask Bella
CFO Assistant
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