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Client financial portal

A white-label portal: clients see KPIs, P&L, reports, and ask an assistant.

Brand

View as

The real portal applies a firm's logo, name, and colors at runtime through one CSS variable. This switcher does the same thing.

portal.yourfirm.com
SL

Summit Ledger Advisors

Coastline Coffee Roasters · signed in as owner

Dashboard

Coastline Coffee Roasters · Jan – May 2026

Closed through May 2026

This period reaches into a month your accountant hasn't closed yet.

Year to date would run through Jan – Jun 2026. Showing Jan – May 2026 instead. June opens up as soon as Jordan closes it.

Revenue vs expenses

Jan – May 2026

$0$25k$50k$75k$100kJan revenue $42,180Jan expenses $34,120JanFeb revenue $45,920Feb expenses $35,880FebMar revenue $52,340Mar expenses $39,240MarApr revenue $51,180Apr expenses $38,150AprMay revenue $57,310May expenses $40,058May
Revenue Expenses

Cash position

As of May 31, 2026

$87,412.55

  • Operating Checking ·8842$71,204.30
  • Reserve Savings ·3319$16,208.25
  • Credit Card ·4417-$3,208.75
Gross profit YTD
$154,337
COGS YTD
$94,593
Avg monthly expenses
$37,490
Runway
2.3 months

2.3 of a 6-month reserve target

Monthly net income

Jan – May 2026

$0$5k$10k$15k$20kJan net income $8,060JanFeb net income $10,040FebMar net income $13,100MarApr net income $13,030AprMay net income $17,252May

AI insights

Jan – May 2026 · grounded in your business profile · cached for 6 hours

Three to five plain-English cards about jan – may 2026, written from the numbers on this page and the goals in your business profile. Generated only when you ask.

Sample data

Coastline Coffee Roasters, its customers, and every number here are fictional. Summit Ledger Advisors is a placeholder firm name you can change above. The AI assistant reads the same dataset the screens do and only answers from it.

What this mirrors

The multi-tenant financial portal built for an accounting firm.

  • A multi-tenant, white-label client portal for an accounting firm, live on Render, with four roles: super admin, firm admin, firm member, and client.
  • Per-client QuickBooks Online integration for the P&L, balance sheet, cash flow, and receivables and payables aging.
  • Mandatory MFA with backup codes and trusted devices, with step-up re-authentication for sensitive actions.
  • Six specialized AI agents, each with its own tool set and system prompt. The client assistant answers questions and changes nothing.
  • Clients only see months the firm has closed, and every screen says so.
  • AI insight cards grounded in the owner's business profile, generated on demand and cached for six hours.
  • Report delivery with viewed tracking, and a firm logo and colors applied at runtime through CSS variables.

Everything on this page runs on fictional sample data. No client names, no client numbers.

Want this for your business?

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