Good morning, Matt
Here's the pulse of your business right now.
Bob · active
BUSINESS HEALTH SOLID
You're doing well. A few things to tighten up.
Bob scored this in real time
TO PAY 1 overdue
$05 bills
🔔 Bob needs you
Payroll in 3 DaysNEEDS YOU
3 employees. Estimated $21,500.
Due in 3d: Plaid Inc.NEEDS YOU
$2,198.99. Approve before it's late.
✦ Today with Bob
✦
Bob's Morning Brief38 emails scanned, 7 expenses coded.
FULL REPORT →
⚑
Guardian caught 3 threats1 critical, drafts ready when you are.
REVIEW →
◔
AWS spike detectedUp 340%. Dispute drafted.
REVIEW →
🛡 Guardian Agent
Last scan 8m ago
Bob · flagging
92CRITICAL
Suspicious Invoice from Amaz0n Web Services
Typosquatting: "Amaz0n" instead of "Amazon"
Domain typosquattingFirst-time vendor
$4,29917m ago
98CRITICAL
Phishing alert, "CEO Wire Transfer"
Email impersonating CEO, urgent payment
CEO impersonationExternal domain
BLOCKED$28,500
65HIGH
Duplicate Invoice from Staples #ST-2025-445
Same amount and vendor from 3 days ago
Potential duplicate
$5232h ago
🛡 Guardian Agent
Blocked & reported · your call
Bob · done
✓
Amaz0n Web Services, Invoice #88231
Payment cancelled · vendor reported · domain blocklisted
BLOCKED$4,299
◔ Insights
Bob's observations · AWS spend
Bob · flagged
AWS monthly spend↑ 340%
$680Jan
$710Feb
$695Mar
$720Apr
$705May
$3,100Jun
✓ Dispute email drafted and ready to send
~ Contracts
Bob is watching 3 renewals
Bob · heads up
WeWork Office Lease$9,000/mo · auto-renews at +8%
Payroll
Running · approved Friday
Bob · executing
SC
Sarah ChenSoftware Engineer
✓ $95,000/yr
MR
Mike RodriguezSales Manager
✓ $85,000/yr
EW
Emily WatsonMarketing Lead
✓ $78,000/yr
Taxes filed · W-2 & 1099 · gross to net handled automatically
✓
Acme Supply paid
$4,200 · 2% early-pay discount captured
cheapest of 9 rails · ACH · saved $847
B
Bob's Evening Wrap
11HANDLED
3YOUR CALLS
$4,147SAVED TODAY