Open Microsoft Authenticator and enter the 6-digit code shown
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SummarAI
⚡ Outstanding Actions
Dashboard
Outstanding Tasks
0
Across all lists
Contacts
0
Total registered
Active Contracts
0
Current period
💬 Daily Inspiration
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🌤 Weather — Arlesey, Bedfordshire
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⚡ Pending Tasks
No pending tasks.
Meetings
📋Paste transcript · or drag & drop a .txt / .vtt / .pdf / .docx file · double-click to browse
Tasks
+ Add task list
Contacts
🏢
No contacts yet
Add your first contact to get started.
Contracts
📄
No contracts yet
Add your first support contract to get started.
Finance
⬤ Not connected to Xero
🔗
Connect to Xero
Link your Xero account to view live financial data including balances, transactions, invoices, quotes, sales and profit & loss.
Account Balance
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Awaiting Reconciliation
—
transactions
Sales (This Month)
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Outstanding Invoices
—
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📊 Profit & Loss
💬 Quotes—
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🧾 Invoices
—
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Monzo Business
⬤ Not connected
🏦
Monzo Business
Requires a Confidential OAuth client from developers.monzo.com.
Set the redirect URI to exactly:
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👆 Click to copy — paste this exactly into the Monzo developer console
📱 How the login works:
1. Click Save & Connect — this page will navigate to Monzo
2. Enter your email address on the Monzo page
3. Open the Monzo app on your phone — you'll get a push notification
4. Approve with your PIN / Face ID in the app
5. The browser will redirect back here automatically
Quickest option — no OAuth setup needed.
Go to developers.monzo.com → API Playground tab → copy your access token.
⚠ Important: Playground tokens expire after ~8 hours and cannot auto-refresh. You'll need to paste a new token each day.
Main Account
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available
Spent Today
—
net outgoing today
Pots Total
—
across pots
Pending
—
unsettled transactions
💳 Recent Transactions—
Date
Description
Category
Amount
Status
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🪣 Pots—
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🔁 Recurring Payments (detected from last 90 days)—
Payee
Avg. Amount
Next Expected
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Rytech Support
⬤ Not connected to Zoho Desk
🎧
Connect to Zoho Desk
Link your Zoho Desk account to view live support statistics including ticket volumes, priorities, response times, agent performance and overdue tickets.
Open Tickets
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On Hold
—
tickets paused
Overdue
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past SLA
Closed Today
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resolved
Avg First Response
—
hours
🔴 Tickets by Priority
📈 Tickets This Week—
📊 Ticket Status Overview—
🎫 Recent Tickets
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Analytics
📊
Analytics — Coming in v3.1.1+
This section will provide in-depth reporting and analytics across all your clients, contracts, support tickets, and financial data — giving you actionable insights at a glance.
Planned for v3.1.1
RMM
⬤ Not connected to Datto RMM
🖥
Datto RMM
Connecting automatically using stored credentials…
🏢 Sites Overview
🖥 All Devices
🔔 Open Alerts
Total Sites
—
managed clients
Total Devices
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endpoints
Online
—
devices active
Open Alerts
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across all sites
🏢 Sites—
Site Name
Devices
Online
Offline
Alerts
Description
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🖥 All Devices
—
Hostname
Status
Site
OS
Type
Alerts
Last Seen
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🔔 Open Alerts
—
Alert
Priority
Device
Site
Raised
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Patch Management
⬤ Not connected to Action1
🔧
Action1 Patch Management
Connecting automatically using stored credentials. If this persists, check your API key and secret in config.