BKeeperAI – Client Reporting Portal (MVP)

Quick Sign-In

Clicked from your text message? Enter the code we just texted you. Otherwise, start by confirming the phone number that receives your BKeeperAI texts. Staff members will choose their portal view after signing in.

Choose your portal view

You're signed in as a staff member. Continue as an Assistant to run live messaging sessions, or switch to the User view.

Choose your expense view

Choose what you would like to view in this session.

Assistant Workspace

Choose what you'd like to do.

Welcome back

Choose what you’d like to view.

Assistant Workbench

Look up a user, review their history in one place, and keep support actions close at hand.

Phase 1 shell: timeline, messages, media, receipts, processing, sessions, and profile.

User lookup

Search by phone number, then move through the user's timeline without leaving the workbench.

User phone number

Existing receipts, reports, and profile tools remain available while the new workbench comes online.

User 360 views

Stable chronological history with load-older pagination.

User 360

Select a user to start

Look up a user by phone number to load their timeline, messages, media, receipts, processing history, sessions, and profile.

Timeline-first history with append-only older results.

No user selected

Start with a phone lookup to load the new assistant workbench. Once a user is selected, each view stays in chronological order and adds older results beneath the current list.

Onboard users

Setup new users and send onboarding invite texts.

First name

Last name

Email

Confirm email

Phone number

Time zone

Company name

Organization mode

Billing placeholders (read-only for pilot invites)

Stripe customer id

Stripe subscription id

Stripe payment intent id

Plan id

Source

Complete all required fields and send invite.

API endpoint:

Required in this flow: first name, last name, email, confirm email, phone, and time zone. Company name is required for new organizations; existing organization selection is required when adding to an org.

Usage Reports

Time range

Choose a range and load usage metrics.

Receipts (range)

-

Messages (range): -

Users Drilldown

User	Org	Receipts	Messages	Activity	Status	Last interaction
No data loaded yet.

Organizations Drilldown

Organization	Users	Active users (range)	Receipts	Messages	Last interaction
No data loaded yet.

Receipt Copies

YTD Receipts

$12,430 — 186

Since Last Statement

$1,245 — 21

This is your working copy view. Switch between image and list view below. Editing tools and exports will be added here in the full app.

Sort

Date range

Show only flagged Show deleted

Bulk Action

Select all

Expense Reports

Note: To change any receipt categories, please use “View Receipt Copies.” You can view or download reports here.

Expense Report

Report Period: October 2025
Company Name: Sample Company LLC

Total Expenses by Category

Category	Total
No categorized expenses for this period yet.

Detailed Expense List

Date	Vendor	Category	Amount
No detailed expenses for this period yet.

Personal or Deleted (Duplicates)

Date	Vendor	Category	Amount	Status
No personal or duplicate entries for this period.

Layout matches your spec: header, category totals, detailed list, and personal/duplicate section.

Your Profile

Account info

Full name Email

Phone (read-only): —

Company: —

Reminder schedule

Current: —

Days

Mon Tue Wed Thu Fri Sat Sun

Time

Billing & Plan

Plan: —

Billing status: —

Billing details are view-only in the portal.

Onboarding responses

Onboarding responses are read-only for now.