March bank statement (Operating)

“Last reply 9d ago”

3 attempts

Square payouts CSV

“AP says 'next week' x3”

2 attempts

Ramp expense receipts (Mar)

“Owner traveling”

2 attempts

Mindbody payroll export

1 attempts

Subcontractor 1099 confirmations

“Awaiting CFO sign-off”

1 attempts

Toast end-of-month report

1 attempts

Loan amortization schedule

“Sent template”

1 attempts

Square + Stripe deposits reconciled

1 attempts

Shopify payouts (Mar)

“Auto-pull retry at 6pm”

0 attempts

Capital One statement (CC)

0 attempts

Owner draws ledger

“Owner asked us to stop. Escalated to Maya.”

4 attempts