Monthly Totals (QBO vs Litify)
Reconciliation Status
Create Tenant
Create Entity
Tenants
| ID | Name | Slug | Status | Created |
|---|
Entities
| ID | Name | Type | External ID | Active |
|---|
Entity Financial Comparison
| Entity | Type | QBO Total | Litify Total | Variance | Records |
|---|
Cases Overview
| Case # | QBO Recs | Litify Recs | QBO Total | Litify Total | Variance | Status |
|---|
Audit Log
| ID | Action | Resource | Resource ID | User | IP | Time | Details |
|---|
QBO App Credentials
Enter your QuickBooks Online app credentials. Admin-only — used for data sync.
Litify App Credentials
Enter your Litify / Salesforce Connected App credentials. Admin-only — used for data sync.
OAuth Authorization
Create a connector below first, then use its Authorize button to link your account. Tokens are saved automatically.
Create Connector
Litify Login Credentials
Connect Litify using your Salesforce login. No Connected App required — uses SOAP authentication. Create a Litify connector above first, then enter your credentials here.
All Connectors
| ID | Entity | Type | Status | Last Sync | Actions |
|---|
🔑 Credentials
Enter values and click Save. Leave blank to keep existing.
| Field | Current Value | New Value |
|---|
Entity Management
| Name | Type | External ID | Status | Connectors | Created | Actions |
|---|
🎨 Appearance
Choose a theme to personalize your dashboard. Your selection is saved automatically.
🕑 Auto-Sync Scheduler
Automatically sync all active connectors on a schedule.
📧 Report Email Schedule
Send automated daily summary reports to admin users via email.
🤖 AI Providers
Configure API keys for AI-powered report generation. Leave blank to keep existing values.
| Provider | Status |
|---|
User Management
| Name | Role | Status | Super Admin | Last Login | Actions |
|---|
📊 Data Management
Manage sample case data, regenerate computed analytics, or clear all Jumbotron data.
Clear All Jumbotron Data
This deletes all cases, forecasts, scorecards, digests, and compliance packages. Type DELETE to confirm.
📈 Custom Charts
Manage your saved custom charts from the Chart Builder.
Saved Financials
| Name | Type | Format | Runs | Updated | Actions |
|---|
Run History
| Report | Status | Provider | Model | Tokens | Duration | Date | Actions |
|---|
Budget Categories
| Name | Type | Order | Actions |
|---|
Budget Data Entry
Year-over-Year Comparison
Report History
| Name | Years | Period | Date | Actions |
|---|
Balance Sheet Accounts
Balance Sheet Data
Manual vs QB Import Comparison
Report History
| Name | Years | Period | Date | Actions |
|---|
Advertising Accounts
| Account | Description | Order | Actions |
|---|
Advertising Spend Entry
Advertising Comparison
Report History
| Name | Years | Period | Date | Actions |
|---|
Workforce Accounts
| Account | Description | Order | Actions |
|---|
Workforce Spend Entry
Workforce Comparison
Report History
| Name | Years | Period | Date | Actions |
|---|
Reconciliation Runs
| ID | Status | Total | Matched | Discrepancy | Unmatched | Started | Actions |
|---|
Create Snapshot
Snapshots
| ID | Label | Status | Records | Created | Completed |
|---|
🏦 All Bank Accounts
| Account Name | Type | Deposits | Disbursements | Balance | Transactions | Last Activity |
|---|
⚖ IOLTA Trust Account Compliance
| Case # | Deposits | Disbursements | Balance | Txns | Compliant | Last Activity |
|---|
📈 Matter Profitability
| Case # | Revenue | Costs | Net Profit | Margin % | Records | Profitable |
|---|
💰 Cash Flow Analysis
Create Rule
Rule Versions
| ID | Name | Type | Version | Active | Created | Actions |
|---|
FIP — Financial Intel Platform
■ Jumbotron — Command Center
File Reports
Upload Files
Drag & drop files here or click to browse
Excel, Word, PDF, Images — up to 50 MB each
Uploaded Files
| Name | Type | Size | Report | Uploaded | Actions |
|---|
Create Report Type
Report Types
| Name | Required Files | Format | Reports | Active | Actions |
|---|