Client — · —

Weekly Reconciliation

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Reconciled Watch Review

Reconciliation summary

— click any merchant to drill down

Reconciliation Detail

Full per-MID ledger — gateway vs processor vs bank

Agent Runs

Connectors that log in, pull reports, and feed the engine

Connectors

— last run

Discrepancies & Discussions

Engine-flagged variances above tolerance, with explanations

Connector Coverage

Every MID from the Planta MID Map → its processor platform → connector readiness

Per-MID coverage

KK Revenue — Konnektive vs Workbook

Konnektive's authoritative gateway revenue per MID, beside the hand-built workbook. The rebill gap is the old manual "KK adjustment" plug — surfaced, not hidden.

Per-MID revenue

— newSale / refund / chargeback tie to the dollar; only rebill differs

Clients & Connections

Add a client, then enter their credentials. Konnektive & QuickBooks are client-wide; processor logins are per MID. Secrets are write-only — never shown again.

Client-wide credentials
Bank statements — for clients without QuickBooks

Processor portal logins

— one per merchant account · click a row to edit

Team

Project managers and the client books they own. Each PM signs in and sees only their own clients.

Staff accounts

— PMs & admins

Add a project manager

Change my password

Audit Trail

Every sign-in, credential write, statement upload, and agent run — who did it, to which client, and when. Admins see the whole team; a PM sees their own activity.

Recent activity

— newest first, last 300 events
When (UTC)WhoActionClientTargetDetail
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