Welcome aboard — let's make day one count.
A Command Center that only knows about the future is a diary, not a partner. Gather these documents now, and your first conversation with your Claude will already answer questions like "How does this month compare to last year?"
Your document checklist
This builds a complete file from day one — deep enough that at year end, your Claude can hand your CPA everything needed for tax prep.
Your progress saves automatically in this browser — come back any time.
Last year — the full picture
- Profit & loss, by monthFrom your accounting system. Annual-only works if monthly isn't available.
- Balance sheetMonth-end versions if you have them; year-end is fine.
- General ledgerThe full-year export.
- Payroll reports for the year
- The tax filings for that yearThe business returns your CPA filed. They anchor everything.
This year — through your latest closed month
- Profit & loss and balance sheet, by month
- General ledger and payroll reports
- Nice to have: AR total, team roster, and A/P agingYour latest accounts-receivable total, a team roster with roles, and a vendor A/P aging report if you keep one.
Use QuickBooks Online or Xero?
Skip the report gathering for the financials — we connect directly to your QuickBooks Online or Xero file and import your P&L, balance sheet, and general ledger from the source. You'd still gather payroll reports, tax filings, and (for dental practices) your practice-software reports.
Running a dental practice? Also gather these:
- This year's monthly reports from your practice software, for every closed monthDay sheets, production reports, and insurance A/R aging (Dentrix, Eaglesoft, Open Dental, etc.). CSV exports if possible.
- Two months of sample reportsThese teach your system to read your software's format.
- Your latest insurance A/R aging reportSo the insurance screen is live and watching from day one.
No patient data — ever. Names, charts, and claims stay in your practice software. Your Command Center works with business totals only.
After setup, the month runs itself
Once your Command Center is live, the recurring paperwork stops being your job.
Bank & card feeds
Your accounts connect through BankSync, so every transaction lands in your books automatically. No keying, no waiting. (BankSync is a small subscription you pay directly — or skip it and forward statements to your intake email.)
Reports file themselves
Practice reports, invoices, and payroll reports arrive at your dedicated email address; automations process each one, save it to your Google Drive, and link it in your Document Library.
CPA-ready at year end
Roughly 90% of monthly paperwork intake is automated, and every month is captured — so your CPA gets a complete, organized file for tax prep. No year-end scramble.
A few tips
CSV exports beat PDFs
Ask your bookkeeper or office manager for CSV where possible — PDFs are welcome too and get filed in your own Google Drive for reference.
Can't find something? Send what you have
We work with real-world paperwork every day. Partial is perfectly fine to start.
Where to send it
Your kickoff email includes a dedicated intake address for your practice or business — just reply or forward with attachments.
Want to see what it all becomes?
While you gather your documents, take a tour of a finished Command Center — then walk through owner training at your own pace.