SC
Stratford CPA
AIOS concept
Mission control
Today7Engagements47Clients412Communications18Operations7Firm Brain98%Metrics$312KGovernance42Splash3
Preview environment online
Ferdie Botden
Partner cockpit profile
Back to proposal
AIOS Preview for Stratford CPA Demo
Fictional product experience for the workflows described in the proposal
Proposal
TodayEngagementsClientsCommunicationsOperationsFirm BrainMetricsGovernanceSplash

AIOS preview — a fictional, branded product demo showing how the workflows in the proposal could operate after audit and build scope.

Metrics

Practice metrics

WIP, realisation, capacity, and accountability for a future Stratford CPA practice dashboard.

Tax year 2026 · YTDExport

WIP balance

$268K

Mock trend

Realisation rate

87.4%

Illustrative

Average file age

9.2d

Watch trend

Capacity utilisation

84%

Healthy zone

WIP by service line

T1 Personal
$76K
91.2%
T2 Corporate
$108K
88.7%
Compilation
$34K
92.4%
Advisory
$18K
94.8%

Partner accountability

PartnerFilesWIPReal %
Ferdie Botden, CPA
Managing Partner
18$82K89.2%
Sam Lin, CPA
Tax Partner
14$74K87.4%
Priya Kaur, CPA
Assurance Partner
9$46K82.1%

Deadline heatmap

T1
T2
Review

Anomaly detection

Review realisation dipped to 81%
3 fictional review files running over plan. · Today
Review
T2 file age increased to 12 days
Partner review is the bottleneck. · Yesterday
Queue