Demonstration · Illustrative data · BI Consulting Services

Daniel Min, CPA×BI Consulting Services

Client Accounting Services reporting board · P&L · Balance Sheet · Cash Flow · 13-period trend, actual vs budget, actual vs last year · source: QuickBooks Online

Prepared for Daniel

September 2026 · One Highland Oaks, Tampa FL

Client binder — select a client

Period basis

Statement

P&L · trailing 13 periods

Headline numbers

13-period trend

Revenue · actual vs budget vs last year

Breakdown

Expense lines vs budget

Signature view · firm portfolio

Tampa waterfront — every client is a tower, every floor is a period

Selected clientOther clientsFloor height = period revenue · click a tower to switch client

What this board answers

Three questions a client asks on the monthly call

Ask the data · AI layer

Plain-English questions, answered from the same QuickBooks Online numbers

Ask about this client's numbers…Enter ↵

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The "ask the data" panel above is built to run on a GPU server inside your own network: an open-weight model over your own documents, with every answer citing the file it came from. No per-seat licence, works offline, and nothing leaves the building.

How it sits in your environment

One appliance-class server on your rack or in a secured closet. Your files are indexed where they already live; the model runs locally; answers come back with the source page attached.

What that means in practice

1
Your data only, on your hardwareAn open model over your own documents and exports. No third-party AI processor, no data-transfer agreement to review.
2
Every answer cites its sourceReplies point to the file and page they were drawn from, so people check the answer instead of trusting it blind.
3
No per-seat licenceThe whole team can ask questions. Cost is the server and our build, not a monthly number that grows with headcount.
4
Works offlineIf the internet connection goes down, the answers still come. Nothing depends on a vendor's uptime or pricing changes.