AO
Finance Alerts

Finance Notifications

Critical billing, payment, retainer, expense, tax, reconciliation, and approval alerts.

Critical alerts
5
Payment alerts
8
Retainer alerts
7
Approval alerts
12
Retainer below 15% · Kestrel Insurance
Retainer · M-2007 · Finance / R. Adaeze · 12m ago
Critical
Amount $8,400 left
Bank transfer unmatched · 48h
Reconciliation · — · Finance officer · 48h ago
Critical
Amount $61,800
INV-4823 overdue · 15 days
Invoice · M-2024 · Partner · Whitmore · 2d ago
Critical
Amount $31,800
Draft invoice pending approval
Invoice · M-2029 · Partner · Okafor · 5h ago
High
Amount $52,400
Court filing expense exceeds threshold
Expense · M-2035 · Partner approval · 1d ago
High
Amount $8,200
Alert flow
  1. 1Finance event
  2. 2Risk rule engine
  3. 3Finance alert
  4. 4Action owner
  5. 5Audit log
Recent auto-actions
· Meridian payment auto-matched
· Vertex reminder scheduled
· Kestrel escalated to partner
Finance notifications

Ashworth & Vance LLP · live demonstration data

Open alerts
38
▲ 12.0%-6 today
Critical
5
▲ 6.1%2 breaching SLA
Auto-resolved
112
▼ 14.2%last 7 days
Avg response
3.4h
▲ 1.3%target 4h
Escalated
7
▲ 14.4%
Reopened
2
▼ 6.5%
Trend intelligence
Alert volume by category · 8 weeks
634732160W1 · Payments: 12W1 · Retainers: 6W1 · Invoices: 9W1 · Expenses: 4W1 · Tax: 2W1 · Reconciliation: 3W1W2 · Payments: 15W2 · Retainers: 8W2 · Invoices: 7W2 · Expenses: 6W2 · Tax: 1W2 · Reconciliation: 4W2W3 · Payments: 11W3 · Retainers: 7W3 · Invoices: 12W3 · Expenses: 5W3 · Tax: 3W3 · Reconciliation: 6W3W4 · Payments: 18W4 · Retainers: 9W4 · Invoices: 10W4 · Expenses: 7W4 · Tax: 2W4 · Reconciliation: 5W4W5 · Payments: 14W5 · Retainers: 12W5 · Invoices: 8W5 · Expenses: 6W5 · Tax: 4W5 · Reconciliation: 7W5W6 · Payments: 16W6 · Retainers: 10W6 · Invoices: 11W6 · Expenses: 8W6 · Tax: 2W6 · Reconciliation: 4W6W7 · Payments: 13W7 · Retainers: 9W7 · Invoices: 14W7 · Expenses: 5W7 · Tax: 3W7 · Reconciliation: 6W7W8 · Payments: 17W8 · Retainers: 11W8 · Invoices: 12W8 · Expenses: 6W8 · Tax: 5W8 · Reconciliation: 4W8
PaymentsRetainersInvoicesExpensesTaxReconciliationStacked · unit
Comparative analysis
SLA performance
Critical resolved in SLA
92%
High resolved in SLA
88%
Medium resolved in SLA
95%
Escalated alerts closed
74%
Reopened alerts
6%
Distribution heatmap
Alert severity matrix — urgency vs financial impact
MonitorReviewHigh priorityImmediate
Impact > $250K
80
39
94
5
$100–250K
71
53
90
18
$25–100K
60
65
84
33
< $25K
47
75
75
47
LowModerateHighCell values represent live alert counts inside each severity intersection.
Operational register
Auto-action log
TimeAutomationTriggerEntityAmountOutcome
01 Jul 10:20Reminder scheduledInvoice overdueMeridian Holdings PLC$77.0KNeeds review
02 Jul 11:21Payment auto-matchedBank feedNordic Shipping AS$37.0KCompleted
03 Jul 12:22Retainer threshold triggeredBalance < 25%Vertex Biotech Ltd$90.0KCompleted
04 Jul 13:23Approval escalatedSLA breachLagos Bay Estates$4.0KCompleted
05 Jul 14:24Duplicate payment blockedReference collisionKestrel Insurance$90.0KNeeds review
06 Jul 15:25Tax deadline generatedCalendar ruleHalcyon Partners$39.0KCompleted
07 Jul 16:20Reminder scheduledInvoice overdueOrion Media Group$76.0KCompleted
08 Jul 17:21Payment auto-matchedBank feedAshborn Family Trust$68.0KCompleted
09 Jul 18:22Retainer threshold triggeredBalance < 25%Blake Industrial GmbH$50.0KNeeds review
9 of 9 records
Workflow and approvals
Alert lifecycle
1Financial event
Ledger / bank feed
Completed avg 0m
2Validation rule
Rules engine
Completed avg 2m
3Alert generated
Notification service
Completed avg 3m
4Owner assigned
Finance rota
In progress · avg 22m
5Action taken
Owner
Pending
6Review completed
Finance director
Pending
7Audit record
AUD sequence
Pending
Exceptions and risk
Exception queue and recommended actions
3 open
SLA breach
Critical alert open 9h · Nordic Shipping
$88K
Repeated reopen
Reconciliation alert reopened twice
$12K
Unassigned alert
No owner for 2h
$34K
Audit and history

Every financial change is captured with user, timestamp, value movement and audit reference

Recent activity
  1. Payment posted01 Jul · 10:10
    N. Salim·Meridian Holdings PLC · M-2041·$74.0K·AUD-7700
  2. Invoice edited02 Jul · 11:11
    A. Okafor·Nordic Shipping AS · M-2035·$35.0K·AUD-7701
  3. Credit note approved03 Jul · 12:12
    D. Feld·Vertex Biotech Ltd · M-2024·$86.0K·AUD-7702
  4. Retainer adjusted04 Jul · 13:13
    J. Hollis KC·Lagos Bay Estates · M-2029·$4.0K·AUD-7703
  5. Trust transfer completed05 Jul · 14:14
    N. Salim·Kestrel Insurance · M-2007·$86.0K·AUD-7704
  6. Expense approved06 Jul · 15:15
    A. Okafor·Halcyon Partners · M-2011·$37.0K·AUD-7705
  7. Tax report exported07 Jul · 16:16
    D. Feld·Orion Media Group · M-2016·$73.0K·AUD-7706