video1.0<iframe src="https://www.loom.com/embed/65f8dd0711084d01a569e1d6c94325dc" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/65f8dd0711084d01a569e1d6c94325dc-f107015c8bceebee.gif92.971In this Loom, I show how we have one screen for projects, clients, invoices, staff, and time so agencies can work faster. I click through projects and filter invoices by paid and draft, then sort clients by priority and view client health showing critical at risk status. I also demonstrate a real time AI assistant where you can ask things like summarize all blockers or what to focus on. Finally, I show an AI feature that drafts recommendations and an immediate plan of action for overdue invoices. No viewer action was specifically requested.