the agent
live
— Today · March 14 —
Post Therapy X's March invoice — $8,240, same coding as usual.
I pulled the invoice. Here's what I'd post — same coding as the last 14 entries.
Proposed Entry · HOLDINGS INC.high confidence
Therapy X · $8,240.00
2026-03-14 · Therapy X · March invoice
6240Professional fees8,240.00
1010Cash — RBC operating8,240.00
why? Matched vendor rule therapy-x-default→6240. Vendor has 14 prior entries, all posted to 6240.
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Holdings Inc./HomeHOME
HOLDINGS INC.

Good morning, Adrian.

March is open. One proposal is waiting for your review, and the agent has three questions about new vendors.

What I'm watching
  • · Bell Canada amount diverged from last month by 4.2% — flagged for review.
  • · GST/HST payable balance crossed the $48k threshold you set.
  • · Q1 close is on track for April 12. See checklist →
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