Financial Advisor Workspace

The Advisor Workspace gives CPAs, accountants, and financial advisors a cross-tenant dashboard to manage multiple client organizations from a single view. Monitor client health, track filing deadlines, generate financial reports, onboard new clients, and start each day with an AI-powered briefing.

Overview

The Advisor Workspace provides:

Feature	Description
Client Dashboard	Health scores, alerts, and summaries across all client tenants
Client Detail	Deep dive into individual client financials with AI narrative
Attention Queue	AI-ranked list of clients needing action, sorted by urgency
Deadlines	Upcoming filing deadlines across all clients (990, 990-PF)
Reports	Quick financial reports and batch report generation
Daily Briefing	AI-generated morning briefing summarizing portfolio status
Client Onboarding	Full onboarding wizard for new client organizations
Access Management	Grant, update, and revoke advisor access per tenant

Access Model

Advisors operate with cross-tenant read access:

Role	Access
Advisor	Read dashboard, attention queue, deadlines, briefings; generate reports
Advisor (read_financials)	Access detailed financial data and generate financial reports
Tenant Admin	Grant, update, and revoke advisor access for their organization

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Client Dashboard

Viewing All Clients

1. Navigate to Advisor > Dashboard
2. See all client organizations at a glance:
   • Client name and tenant
   • Health score — Overall financial health indicator
   • Health status — Healthy, Attention, or Critical
   • Key alerts — Issues requiring your awareness
   • Last activity — When the client last had activity
   • Overdue amount — Total overdue financial obligations

Sorting and Filtering

Customize your dashboard view:

Sort By	Description
Health Score	Clients with lowest scores first (default)
Last Activity	Least recently active clients first
Name	Alphabetical order
Overdue Amount	Highest overdue amounts first

Filter options:

• Health status — Show only healthy, attention, or critical clients
• Industry — Filter by business type or industry

Client Detail View

Click any client to see their full financial picture:

1. Select a client from the dashboard
2. View comprehensive summary:
   • All dashboard metrics in detail
   • Financial data and key ratios
   • AI Narrative — An AI-generated plain-language summary of the client’s financial situation
   • AI Insights — Specific observations and recommendations
3. Use this view to prepare for client meetings

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Attention Queue

The attention queue uses AI to rank clients by urgency, ensuring you focus on what matters most.

How It Works

Muin evaluates each client and assigns an urgency score based on:

Category	Urgency Score	Trigger
Data quality issues	90	Error retrieving client data
Critical health	80	Client health status is “critical”
Attention needed	50	Client health status is “attention”

Using the Queue

1. Navigate to Advisor > Attention Queue
2. Review clients ranked by urgency score (highest first):
   • Client name and tenant
   • Urgency score (0-100)
   • Reason — Why this client needs attention
   • Action needed — Recommended next step
   • Category — Type of issue (financial, data quality, compliance)
3. Click a client to navigate to their detail view

Clients with “healthy” status do not appear in the attention queue.

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Deadline Tracking

Viewing Upcoming Deadlines

1. Navigate to Advisor > Deadlines
2. See filing deadlines across all client tenants:
   • Client — Which organization
   • Deadline type — Form 990, 990-PF, or other
   • Due date — When the filing is due
   • Days until due — Countdown
   • Status — On track, at risk, or overdue
   • Description — Details (e.g., “Form 990 for FY2025”)

Deadline Status Rules

Status	Rule
On Track	30+ days until due
At Risk	Less than 30 days until due
Overdue	Past due date

Configurable Window

Set how far ahead to look for deadlines (default: 90 days). Deadlines are sorted by nearest due date first.

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Additional Workflows

Generating Financial Reports

Create quick financial reports for any client:

1. Navigate to a client’s detail view
2. Click Quick Report
3. Select report type:
   • Profit & Loss — Revenue and expenses for the period
   • Balance Sheet — Assets, liabilities, and equity snapshot
4. Choose the period:
   • Year-to-date — January 1 to today
   • Last month — Previous full month
   • Last quarter — Previous full quarter
5. The report generates and displays immediately

Batch Reports

Generate the same report across multiple clients at once:

1. Navigate to Advisor > Reports
2. Click Batch Report
3. Select a report template from the available accountant templates
4. Choose which clients to include (or select all)
5. Click Generate
6. Monitor batch progress — each report shows its generation status
7. Download completed reports

Report Templates

Browse available report templates:

• Templates are filtered by audience (accountant, client, etc.)
• Each template shows name, description, type, and supported output formats

Daily Briefing

Start each morning with an AI-generated portfolio summary.

Accessing Today’s Briefing

1. Navigate to Advisor > Briefing
2. View the daily briefing containing:
   • Date — Today’s date
   • Script — AI-generated narrative covering:
     • How many clients need attention
     • Urgent deadlines approaching
     • Overdue clients
     • New activity since yesterday
     • Top priority for the day
   • Audio URL — If text-to-speech is configured, listen to the briefing

RSS Feed

Subscribe to your briefing as a podcast:

• Navigate to Briefing > RSS
• Get the feed URL for your podcast app
• Daily briefings are delivered as episodes

Inviting New Clients

Single Client Invite

1. Navigate to Advisor > Clients
2. Click Invite Client
3. Enter the client organization details
4. Send the invitation

Bulk Invitations

1. Click Bulk Invite
2. Enter multiple client organizations
3. All invitations are sent in one batch
4. Review results showing which invitations succeeded

Client Onboarding

Onboard new client organizations through a guided wizard:

1. Navigate to Advisor > Onboard Client
2. Complete the wizard steps:
   • Organization Setup — Name, business type, EIN, fiscal year end, state
   • Module Selection — Choose which Muin modules to activate
   • Team Invitations — Invite the client’s team members
   • Agent Activation — Enable AI agents for the client
   • Automation Rules — Configure automated workflows
3. Click Complete Onboarding

The onboarding wizard is idempotent — you can safely re-run it if interrupted mid-process.

Managing Advisor Access

Tenant administrators control which advisors can access their organization.

Granting Access

1. Navigate to Settings > Advisor Access (as tenant admin)
2. Click Grant Access
3. Enter the advisor’s email
4. Set access level and permissions
5. Click Save

Updating Permissions

1. Open the advisor access record
2. Modify permissions as needed
3. Save changes

Revoking Access

1. Open the advisor access record
2. Click Revoke Access
3. Confirm the revocation

Activity Log

View advisor activity for your organization:

• What actions advisors have taken
• When they accessed your data
• Paginated and auditable

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Tips

• Start with the attention queue — It tells you exactly who needs help and why, ranked by urgency
• Review the daily briefing every morning — It takes 2 minutes and ensures nothing slips through the cracks
• Use batch reports for recurring deliverables — Generate all client reports at once instead of one by one
• Track 990 deadlines early — The “at risk” window is 30 days, but starting 60-90 days out is best practice
• Configure AI insights — The client detail view AI narrative is most useful when clients have active financial data
• Set up the RSS feed — Listen to briefings during your commute or morning routine

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Common Issues

Issue	Cause	Resolution
Dashboard shows “No client tenants accessible”	Advisor has not been granted access to any tenants	Ask a tenant administrator to grant advisor access
Client detail shows “data retrieval error”	The advisor may lack read_financials permission for that tenant	Update advisor permissions to include read_financials
Deadlines list is empty	No Tax990Workspace records exist for client tenants	Ensure clients have created 990 workspaces in the Nonprofit module
Daily briefing is generic	Not enough client data to generate specific insights	Ensure clients have active financial data and at least one filing period
Batch report stuck in “generating”	Report generation is asynchronous and may take time	Check batch report status; large batches may take several minutes
”Not an advisor” error	User does not have the advisor role	The user must be designated as an advisor in the system
Onboarding wizard fails at module selection	The target tenant may not support the selected modules	Verify module availability for the tenant’s subscription tier

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Related Features

• Agents — AI agents that power the advisor narrative and insights
• Reports — Report generation infrastructure used by advisor reports
• Analytics — Platform analytics supporting client health scoring
• Calendar — Deadline tracking integrated with the calendar

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Need Help?

If you have questions about the Advisor Workspace, use the Help button in the bottom-right corner of the app or contact your Muin administrator.