Example dashboard. A made-up firm and made-up clients. Nothing you do here is saved.Back to the partners portal

Progress

Where the device is up to, and when it should be done.

Last updated 09:34 · refreshes every 30 sRefresh
Running

Currently: Extracting client information

Reading payslips, statements and other documents.

Extract details: 1,830 of 4,800 · about 3.2 h left in this step · updated just now

63%step 6 of 10
Expected finish estimate
today 3:21 pm
about 5 h 47 min from now
Approved by practice.manager@example.com · Mon 12 Oct 2026 10:022 questions waiting for the firm

Timeline

Estimates improve as each step measures its real speed
StepProgressEstimateTookFinished / expected
DiscoverListed OneDrive and email
~1.1 h
ApproveApproved by practice.manager@example.com
Mon 10:02
Download5,200 of 5,200
~6.5 h5 h 00 minThu 04:34
Read4,800 of 4,800
~2.0 h1 h 40 minThu 06:14
Sort4,800 of 4,800
~1.3 h50 minThu 07:04
Extract Now1,830 of 4,800 · statements and payslips
~8.0 h1 h 59 min so farexpected today 12:47 pm
Build households
~51 minexpected today 1:38 pm
Your answers
Workbook
~17 minexpected today 1:55 pm
Spending
~1.4 hexpected today 3:21 pm
✓ done now to do
Total so far 9 h 29 min · about 5 h 47 min to go

Activity log

latest
  • 12 Oct 10:02approved the runpractice.manager@example.com
  • 12 Oct 09:50email folders left out: 1Mortgage Collective

Your workbook

built Thu 15 Oct 09:34

Disk space

51 GB
free on the firm drive