Preview · This is a sample client page. Nothing connects.
Prepared For Lakeview Dental Group
This page lists the apps FLCPA.AI needs for your engagement. Each one takes about a minute: you sign in on the app's own page and approve access. FLCPA.AI never sees your passwords.
Before You Start
Your engagement uses two separate services, and each keeps its own access. An app can appear in both parts, so you approve it once for each.
§ 1 · Part 1
Each card opens that app's own sign-in page. Approve the access shown, and you return here automatically.
Accounting
Draft invoices, categorize transactions and answer questions about your books.
Read client and vendor threads and draft replies for your review.
Files
Find receipts, statements and signed documents.
Team Chat
Post month-end summaries and answer questions in your finance channel.
Connections in this part run through Composio. Access is stored encrypted and can be revoked at any time.
§ 2 · Part 2
These connections are read only. Your records are copied on a schedule into a private dataset that holds your data and no one else's.
Destinationbigquery · flcpa_clients.lakeview_dental
Copies invoices, bills, payments, customers, vendors and the chart of accounts.
Copies charges, payouts, fees and refunds.
Copies in this part run through Airbyte into Google BigQuery. Nothing in this part can change your records.
Your Controls
Every connection is yours to approve, review and end.
You sign in on each app's own page. FLCPA.AI receives a revocable access token, never your password.
Each app asks only for what your engagement needs, and read only wherever the work allows.
Use Disconnect on this page, ask your engagement lead, or remove FLCPA.AI in the app's own settings.
QuickBooks only lets the primary admin approve outside access. If that is not you, forward this link to the person who owns your QuickBooks company.
Your engagement lead is [Engagement Lead] · [Email Address]