SAMPLE — FICTIONAL COMPANY · Bramblewood Joinery Ltd · demo data only

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Monday 26 October

Good evening, Priya

Last Autopilot run 4 min ago · 2 receipts imported from Outlook

Cash in bank

£12,480

Reconciled to 24 Oct

Owed to you

£3,250

1 invoice 12 days overdue

VAT estimate · Q3

£2,140

Calculated by code from approved entries

Needs attention

3

Review now →

Deadlines

VAT return 2026-Q3 due

12 days · on your Outlook calendar

VAT payment due

Estimated £2,140

Self Assessment

Director's return

What the agents did today

  • 17:42 · Imported Screwfix invoice £184.20 from Outlook, filed to 01 Receipts/2026-10, proposed entry

    Glimmer · local

  • 17:41 · Moved Travis Perkins receipt to 04 Needs a look — possible duplicate of 14 Oct

    Checker · code

  • 09:10 · Matched 6 bank lines to approved entries; drafted chaser for INV-0042 (in Outlook Drafts, not sent)

    Reconciler · Spark