Morning Triage (3 Items)
Acme Corp (Client)
Anomaly Detected
Payroll increased 18% over 30-day avg. Driven by "Overtime" code in Warehouse Dept.
Stark Industries (Client)
Routine
Monthly Variance Report (Jan 2026) is ready for review.
Chris (AI Analyst) >_ Active
Why is Acme Corp's Gross Margin declining this month?
Running Skill:
1. Pulled QBO Revenue = Flat (0% change)
2. Pulled QBO COGS = Up 15% ($4,500)
3. Deep Dive: Found vendor "Steel Supplies Inc" raised prices by 12% on Jan 1st invoice.
Conclusion: Supplier price hike is eating margin.
skills/margin_analysis.md1. Pulled QBO Revenue = Flat (0% change)
2. Pulled QBO COGS = Up 15% ($4,500)
3. Deep Dive: Found vendor "Steel Supplies Inc" raised prices by 12% on Jan 1st invoice.
Conclusion: Supplier price hike is eating margin.
Draft an email to Acme's CEO explaining this.
Drafting email...
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Stark Ind.
Updated: 10m agoCASH ON HAND
$142,500
12% vs last
PAYROLL (FRI)
$45,200
Covered
NET BURN RATE
-$22,000 / mo
Runway: 6.4 Months
Q3 Advisory Report
Prepared by Susan Jones, CPA
Revenue by Channel
Direct
Partner
Ads
Executive Summary
Partner channel grew 30% QoQ while Ad spend efficiency dropped. Recommendation is to reallocate $5k from Ads to Partner Commission.