Live sandbox

This is your firm dashboard on Hubricon

Fake clients, real UI. Every number is synthetic — the flagging, sorting, and drill-in behave exactly like the live product. Connect QBOA and your own book replaces this within two minutes.

Portfolio

18 clients

Need attention

< 3 mo runway

Sort:

Portfolio across 18 clients · $2,111,100 total cash

Client view

Bright Roasters LLC

Food & Bev · Last close 18 days ago

Total cash

$18,400

Runway

2.1 mo

Trend

Declining

Flagged items

7 items· top: $6,400 uncategorized

• Uncategorized transactions
• Reconciliation gaps
• Stale bank feeds

Everything above is synthetic. On the real dashboard, clicking a client loads their live QBO + bank data, AI-written commentary, and send-ready monthly report.

Sorting that matters

Rank by health, runway, last close, or flagged count. Your call list writes itself before the 9 a.m. standup.

One-click report send

Monthly branded reports queue up per client. Select “send all,” done. Your weekend is yours again.

Clients never see this view

Only firm staff have portfolio access. Clients log in to their own white-labeled dashboard with your firm’s branding on it.