Roadmap
Twelve chapters. Chapters marked POC are fully interactive in this build. Chapters marked preview are clickable screens with mock data that show the intended shape of the work.
Foundation
The data and agent platform everything else depends on.
- Open moduleChapter 1POC
Data foundation
Master data, imports, integrations and data quality behind every screen.
Agents: Onboarding agent
- Open moduleChapter 2POC
Agent platform and governance
Register agents, approve their actions, audit every run and control cost.
Agents: All twelve agents
Harmony-facing
What leaders, managers and staff accountants use every week.
- Open moduleChapter 3POC
Control tower
One connected view of the firm, teams, people, clients and this week's work.
Agents: Status agent, Capacity agent
- Open moduleChapter 4POC
Quality control
Find mistakes early, triage them and learn from the pattern.
Agents: QC agent
- Open moduleChapter 5Preview
People and capacity
Coach people with load and quality signals and see who can take the next client.
Agents: Capacity agent
- Open moduleChapter 6Preview
Reconciliations
Match bank and card activity and clear exceptions with sign-off.
Agents: Reconciliation agent
- Open moduleChapter 7POC
Weekly trend report
Review and send the 5-week labor and COGS trend report.
Agents: Trend report agent
- Open moduleChapter 8Preview
Cash forecast
26-week cash forecast with changes, variance and accountant adjustments.
Agents: Cash forecast agent
- Open moduleChapter 9Preview
Period close
Close each period with a checklist, open items and manager sign-off.
Agents: Close agent
- Open moduleChapter 10Preview
Client onboarding
Bring a new restaurant live with an agent-proposed setup and one approval.
Agents: Onboarding agent, Capacity agent
Customer-facing
What restaurant owners send, receive and read.
- Open moduleChapter 11POC
Bill capture
Take bills from owners by text and email, code them and review before posting.
Agents: Intake agent, Coding agent, Chase agent
- Open moduleChapter 12Preview
Owner reporting and advisory
The weekly numbers message an owner receives and advisory talking points.
Agents: Advisory agent, Status agent