What needs updating
1 missing · 0 stale · 0 to verify. Each item shows the exact report and a button to fix it.
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missing
· Bank statement
Bank statement needed — September 2026
The September 2026 bank statement isn't in the system yet. Everything else pulls live from QuickBooks now — it's the one doc QuickBooks can't produce (bank-sourced, used to reconcile the books).
Report: Bank statement (2026-09) — from your bank
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Upload bank statement |
Checked live against sub pay, monthly-close docs, revenue, and the marketing syncs. You also get this as an email whenever something's been stale for 7+ days.