Executive Dashboard
APO IntelligenceConnected Clients
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Active Xero OrganizationsUnreconciled (Xero)
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Pending in Xero Bank FeedsActionable (CashCode)
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Ready for AI ClassificationAI Confidence
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Average Accuracy ScoreAI Cash Coding Controls
Powered by APO EngineUse the automated engine to classify bank transactions with APO intelligence.
Latest AI Suggestions
No AI run yet.
| Date | Payee | Amount | AI Account | Tax | Confidence | Status |
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Xero Connections
0 connected| Client Name | Client ID | Type | Selected | Action |
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AI Engine Configuration
Maximus 5000Active Models
Reasoning: OpenAI GPT-4o
Execution: Gemini 3 Pro
Validation: Grok (Optional)
Chat Assistant
Use the chat widget in the bottom right to interact with the AI.
Legal Assistant (SICLA)
BetaTax & Rounding Engine
APO MathTax Rate Mapping
View and configure tax rate mappings for different jurisdictions.
| Name | Tax Type | Rate | Status |
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Bank Transactions
| ID | Date | Payee | Description | Amount Sort | AI Account | Tax | Confidence | Contact | Status |
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Rules
0 loaded Loading rules…| Name | Account | Tax Code | Keyword | Value |
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Checks & OCR
0 loadedUpload Check / Statement
Upload an image to extract transaction details via OCR.
| Date | Description | Amount | Status |
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Chart of Accounts
0 loaded| Code | Name | Type | Tax Type | Status |
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Tax Rates
0 loaded| Name | Tax Type | Rate | Status |
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