Dashboard · Settings
Modules
Turn modules on or off. Disabled modules disappear from the sidebar but stay in code, so you can enable any of them later.
Available modules
Show pricing (demo mode)
Enabled Module Description Integrations needed
Bookkeeping Workspace
Finance
Cross-system bookkeeper workspace over QBO + JobTread. Open invoices, AR aging, vendor lookup, monthly close checklist, 1099 readiness. qbojobtread
Records
Operations
Mail-to-Drive automation. Scan paper mail from the Canon, Claude classifies sender and topic, files into the Records shared drive with per-vendor and per-asset subfolders, DMs the result. Dashboard surface for pending-review triage, rolling activity feed, folder browser, and canonical-name dictionary editor. gmailgoogle_drive