Sources

Advisor brief is selected for local source review.

Source detail
Advisor brief
Source facts
ScopeBoth
StatusReady
Updated2026-05-19
FileManual record
Decision impact

Salary firewall is waiting on reviewed rows before the answer changes.

Packet readiness
Review rows0 confirmed
Bank matchWaiting
DecisionSalary firewall
Parsed transactions
No parsed transactions attached.
Assumptions
Owner drawings and household cash need separate labels before briefing.
The export is a snapshot, not a connected Xero feed.
The Stripe payout file is a manual export, not live connectivity.