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Home Reports AI Analyst Setup

Clients Profitability Retention & Cohorts Revenue by Client

Team Utilisation Capacity & Headroom Rate Economics

Revenue Growth & Trend Recurring vs Project Retainer Health

Cash Cash Position & Runway Debtors & Collections Working Capital

Accountant Toolkit Debtors Anomalies Cash Forecast Suppliers VAT Prep Working Capital Seasonality Profit vs Cash Cost Structure

Methodology Data Sources Limitations Trust Dashboard Changelog Data Reconciliation FAQ Feedback Log

Clients

Clients

The client tabs: who you serve, what they are worth, and who stays.

Profitability
Retention & Cohorts
Revenue by Client

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