TCH Finance Command Center

Owner Mode

Today

Simple, safe, and not released to Erika yet. Tyler/admin readiness review comes first.

Period

Numbers

Review period numbers

These QuickBooks-backed numbers stay visible below the review flow so Tyler can check the current financial context without leaving Owner Mode.

Next decisions

Optional review

Later: full action queue

Owner actions

Current action queue

Admin/details review

Resolve data blockers

Upload fallback

Resolve data blockers

Upload missing reports only when source-connected collection is unavailable or the report is not connected yet. Upload is fallback when connected reports are unavailable.

Job and margin data

Unlocks job margin, supplies, reimbursement review, and period-specific P&L checks.

Jobs CSV Choose file Transactions CSV Choose file Liabilities CSV Choose file

Customer and marketing data

Unlocks retention, lead response, marketing attribution, and channel ROI review.

Customers CSV Choose file Marketing CSV Choose file

Cash and A/R data

Unlocks unpaid invoice follow-up, restricted cash, payroll/tax/tips, and free-cash review.

Unpaid invoices CSV Choose file

Admin data

Unlocks admin productivity and overhead review.

Admin CSV Choose file

Admin Mode

Advanced details for Tyler, bookkeeper, and advisor review. Owner Mode stays simple; Admin Mode preserves reports, source setup, proof, mappings, run history, upload fallback, exports, and raw details.

Open legacy details

The original Money, Jobs, Labor, Marketing, Cash, Automation, Cleanup, and Reports modules remain here for full table, export, run-history, mapping, and raw/admin review.

View details