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AI Analytics Suite

Clients

Add and manage the clients your analyses are organized around, filter and export your client list, and understand the General scope.

Clients are the businesses your firm works with, and they're how the suite organizes your work. Most analyses — variances, reconciliations, assets, schedules, and research sessions — are tagged to a client, so you can filter a module down to one client at a time and keep engagements separate.

Open Clients from the Analytics sidebar (/dashboard/analytics/clients) — "Manage the clients your firm works with across analytics."

Add a client

  1. Click Add client (the empty state offers the same button when you have no clients yet).
  2. Fill in the details:
    • Name (required) — the client or entity name.
    • Industry — used for grouping and the industry filter.
    • Contact name, Contact email, Contact phone — the main point of contact.
    • Fiscal year end — the client's year-end date.
    • Notes — any free-form context.
  3. Save. The client appears in the table immediately.

Edit or delete a client

Each row has actions to edit (re-opens the form with the saved values) or delete the client.

Warning: Deleting a client also removes the analyses associated with it. This can't be undone — export anything you need to keep first.

Find and export clients

The client table shows Industry, Contact, and Fiscal year end at a glance. To narrow the list, use the industry filter (defaults to All industries) at the top of the page.

Click Export to download your clients as CSV, Excel, or PDF. The export respects your current filter — if an industry filter is applied, only those clients are exported; otherwise you get the full list. Columns include name, industry, contact name/email/phone, fiscal year end, and notes.

Clients across the suite — and "General"

Wherever a module supports clients, you'll see a client picker. Two patterns appear:

  • A client filter (Variance, Reconciliation, Waterfall) narrows the list to one client's work.
  • A client selector (Fixed Assets, IRS/GAAP Researchers) asks you to choose a client or General before you begin. General is for firm-wide work that isn't tied to a specific client.

Setting up your clients first makes every other module easier to organize. Next, run your first variance analysis or reconciliation.