You are looking at a sample company. Every figure here is seeded demo data, not a customer result.

Set this up for my firm

Command Center

Dashboard Mismatches Notifications Reports

Money

Cash & Accounts Invoices & AR Spend & Vendors Payroll

Practice

Clients & Engagements Production & Rates Benchmarks

Month-End Close Audit Trail

Financials

P&L Statement Cash Forecast Budget vs Actuals

Workspace

Vantage Point Advisors

/professional-service

Search transactions, vendors, clients…

VPVantage Point Advisors

Loading section…

Mismatch detail

Bank vs books

Compare the Plaid balance to posted QBO cash and clear any timing items or missing postings.

Back to mismatches

Variance

Match the bank feed to the ledger before the month-end close.

Match

Plaid

$42,531

QuickBooks

$42,531

Stripe / Ramp

$50,510

Resolution state

Open

No resolution note has been saved yet.

No updates yet

Activity timeline

Comments and resolution updates will appear here as the team works the mismatch.

Corroboration evidence

Plaid bank feed

Operating Checking

Synced Aug 28

$42,531

QuickBooks books cash

Posted ledger position

Delta from bank: $0

$42,531

Budget runway

Stripe / Ramp plan

Delta from books: $9,210

$50,510

Open source gaps

Reconciliation blockers

No active alerts

Resolution controls

Current resolution

Open

Use this panel to assign, resolve, ignore, or send bank vs books back to the client.

Resolution note / commentAssign to teammate

Choose the teammate who should own the next step.

Source lanes

Plaid

Plaid bank balance

Match

$42,531

Available: $25,031 · Plaid Demo Bank

Last synced Aug 28.

QuickBooks

QuickBooks books

Danger

$42,531

Revenue, direct cost, and overhead are rolled into the posted books cash view.

QuickBooks integration is missing.

Stripe + Ramp

Stripe / Ramp budget

Danger

$50,510

Planned runway after the budgeted revenue and spend curve.

Stripe missing · Ramp missing.

Quick links

Open reports Review connections