Clients
Create and manage the businesses whose books you're processing. One client = one firm's books. Upload and reporting always runs against the currently active client.
Client roster
1 client registered · green chip = currently active
| Name | Entity Type | Industry | Source | Status | Actions |
|---|---|---|---|---|---|
| Acuere Consultancy | partnership | service | tally | Active |
Add a client
Fields adapt to the entity type you pick. Only core fields (firm name + entity + industry + source) are required; the rest are optional metadata for PDF headers and future compliance modules.