Synthetic demo

Northstar Bookkeeping

Client: Acme Plumbing · Country: US

This is a deterministic synthetic walkthrough. No accounts, uploads, OCR, AI, email, or webhook calls are made. Nothing here is real customer evidence.

Total requirements

Approved

Needs review

Missing

Intake: Acme Plumbing — New Client Onboarding

Status: NEEDS_REVIEW · Template: US Standard New Bookkeeping Client (v1)

Show outstanding only

Government IDApproved
Business registration or formation documentApproved
EIN confirmationNeeds review
Last three months of bank statementsMissing
Last three months of credit-card statementsMissing
Prior-year tax returnMissing

Document awaiting your review

EIN confirmation was uploaded but the worker flagged it for an operator decision. Bookkeeping outcomes are never auto-approved.

Readiness

Readiness is computed only from operator-approved matches. One uploaded document is awaiting review and three requirements have no upload yet.

Activity timeline

2026-07-09T14:05:00Z — Intake created from the US Standard template.
2026-07-10T09:18:00Z — Government ID uploaded and approved.
2026-07-10T09:42:00Z — Business formation document uploaded and approved.
2026-07-11T16:21:00Z — EIN confirmation uploaded; flagged for operator review.

Resets client-side demo state only. No server data is changed.