Finance
Finance Command
Operational finance command layered above Airtable today, with QuickBooks reserved as future accounting truth.
Finance Base
Connected
app
Revenue This Month
Live Base
Collected / Modeled
Gross Margin
0%
Quote Coverage
Quote Send Queue
0
Approval-bound quotes
Refund Queue
0
Awaiting approval
Supplier Payables
0
Waiting on finance
QuickBooks Sync
Not Connected
Accounting truth placeholder
Revenue
Revenue records and operating finance summary.
Expenses
Expense records and vendor spend.
Invoices
Customer invoice tracking.
Payments
Payments, failed collections, and refund-linked money movement.
Margins
Margin truth across quotes and orders, with finance shadow analysis.
Supplier Payables
Supplier payables, approvals, and settlement pressure.
Refund Queue
Refund approvals and leakage exposure.
Reconciliation
Quote, invoice, payment, and refund agreement pressure.
Cash Flow
Cash flow forecasting.
QuickBooks Sync
QuickBooks sync readiness.
Finance Base Status
Airtable remains the cockpit. Missing tables or a missing base should never block the app shell.
QuickBooks Integration
QuickBooks should become accounting truth while Luzione OS remains the operator cockpit.
QuickBooks Sync
Expected sync includes invoices, payments, bills, expenses, and later P&L plus balance sheet or cash flow views.
Recommended Schema
Operational Finance Queue
The work finance should help move today, even before accounting truth is fully connected.
Finance Intelligence
Finance should stay honest here: useful for quote, margin, refund, and spend decisions today, but not pretending to be final accounting truth if QuickBooks is still missing.
Risks
Next Actions