AVERQIS Intelligence

Intelligence turns your data into a clear list of what needs attention — so nothing slips and nothing gets re-searched.

The worklist

Intelligence computes, live, from your data:

• Overdue invoices — passed their due date and still unpaid.
• Outstanding invoices — money owed in total.
• Bills to pay — and whether any are overdue.
• Bank transactions to reconcile — statement lines not yet matched.
• Deadlines — approaching or overdue.
• Open client requests — awaiting action or a client reply.
• Documents to review — OCR results flagged for confirmation.
• Open estimates — not yet decided.
• Year-ends under review — waiting for sign-off.

Cards are ordered by priority (critical first) and link straight to the module that needs attention.

Client snapshots

Below the worklist, every client shows:

• Outstanding — how much they owe.
• Overdue — unpaid invoices past due (with a red indicator).
• Requests and estimates — open items.
• Next deadline — the earliest date coming up.

Tips

• Make Intelligence your first screen of the day.
• Chase overdue invoices and deadlines from the worklist links.
• The figures are always current — no refresh needed.

Related

• [Accounting overview](/guides/accounting-overview)