Notifications
0Details
| Client | Package | Collected | Overdue | Aging | Risk | Action |
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| Client | Installment | Amount | Due Date | Status | Action |
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| Client | Type | Contact | GST | Package | Risk | MIRA | Actions |
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| Client | Package | Taxable | GST | Collected | Outstanding | Risk | Action |
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| Client | Installment | Amount | Due Date | Status | Actions | Progress |
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Total Invoiced
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Collected
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Outstanding
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FY Achievement
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Projected
FY - Year-End Projection
-Collection Trend & 6-Month Forecast
-Cash Flow Forecast (Next 6 Months)
Aging Receivables
| Client | Pending | Days Overdue | Risk Score |
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| Client | Last Paid | Paid % | Likelihood |
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| Client | Pending | Collected |
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| Client | Collected | Total |
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| FY | Clients | Invoiced | Collected | Pending |
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Financial Intelligence & Strategy Hub
| Client ID | Client Name | Entity Type | FY | Package Amt | Paid Amt | Pending Dues | Status | Max DPD | Aging Bucket | Next Due Date |
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| Loading Financial Ledger... | ||||||||||
| Client ID | Client Name | Entity Type | Total LTV | Total Paid | Outstanding | Reliability Score | Expiry Status | Recommended Strategy |
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| Loading Next-FY Strategy... | ||||||||
Reminders are dispatched automatically in batch mode at the daily run times. The engine uses quiet hours and limits sends to prevent spamming clients.
| Client | Installment | Amount | Due Date | Trigger | Template | Channels | Status | Action |
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| Loading queue... | ||||||||
| Client | Phone | Pending | State | Action | ||
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| Loading clients... | ||||||
| When | Client | Installment | Rule | Channels | Status | Action |
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| No logs found. | ||||||
| Campaign Name | Audience | Targeted | Sent | Status | Action |
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| Client Name | Phone Number | Status | Action |
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| Client Name | Type | Payment Progress | ADT-1 | AOC-4 | MGT-7/7A | DIR-3 KYC | DPT-3 |
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Select a client to start chatting
Select a client from the sidebar to view their WhatsApp chat log and control the AI assistant.
Client Details
Financial Status
Compliance Summary
Google Sheet Records
Tab: VirtualOfficeRenewals| Row | Client Name | Vendor & Service | Renewal Date | Amounts | Sales Person | Client Contacts | Sales Alert | Client Alert | Action |
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Activity History
Client Name
CL000Client Profile Details
Filing & Compliance
Payment Timeline
New Installment Details
Reminder History
-WhatsApp Chat History (MIRA Bot)
-Create New Contact
Renew Client
Renewing — creates a fresh invoice and installment schedule for a new financial year. Previous years stay intact for your records.
Edit Installment
Change Financial Year
This will move all installments currently in FY 2026-27 to the selected new Financial Year.
CRM AI Assistant
Online · drag to moveAdmin Authentication Challenge
This is a sensitive security operation. Please re-enter your admin password to confirm authorization.
Session Auto-Locked
System was idle for safety. Enter password to resume your session.
Emergency Automation Kill Switch
Are you sure you want to INSTANTLY FREEZE all system automations? No AMC or Virtual Office WhatsApp/Email reminders will be sent until you turn automations back on.