Business Guardian

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Master Brain 0 General

VISIBLE TO MEMBERS

Every morning — short control note

Email to client

✉️

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Click the button below to fetch this stage's template, filled with the latest client knowledge.

Brain: 0 · Flash model

Capability	Admin	Manager	Reviewer	Tax Team	Preparer
Configuration (admin only)
Configure Master Brains Create/edit AI agents, instructions and knowledge files.	✓	–	–	–	–
Manage email templates Edit the templates used to draft client emails.	✓	–	–	–	–
Assign user roles & view users Set roles and open Permissions & Roles.	✓	–	–	–	–
View as (impersonate) Operate the app as another team member.	✓	–	–	–	–
Operational work — PIC & Manager
Run Setup Project Loader → Snapshot Builder → Diagnostic Check (client onboarding).	✓	✓	✓	✓	✓
Run operational engines DM Daily/Weekly/Monthly/Quarterly · LG Build/Core · SH Intake → 90-Day.	✓	✓	✓	✓	✓
Upload evidence & files Attach financials, statements and supporting documents.	✓	✓	✓	✓	✓
Update monitoring Weekly/monthly monitoring entries and action completion.	✓	✓	✓	✓	✓
Raise escalations Open an item on the escalation ledger.	✓	✓	✓	✓	✓
Propose governance entries Recommend a decision for approval (not yet authoritative).	✓	✓	✓	✓	✓
Review & sign-off — Manager / Tax
Decide / sign-off DM Master Summary · LG Final Review · SH Executive Summary.	✓	✓	✓	✓	–
Approve / reject governance Make a recorded decision authoritative (or reject it).	✓	✓	✓	✓	–
Close High escalations Resolve High-severity escalations.	✓	✓	✓	✓	–
Close Critical escalations Resolve Critical-severity escalations — senior only.	✓	✓	–	–	–

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Daily Management

Email to client

Approve & Complete Lodgement

New Client

Welcome 👋

Which team are you in?

Set entity type

Share client

Chart of Accounts

👤 Permissions & Roles

🧠 Brain Files — Logic & Thinking

Edit Account

Financial Year Settings

📋 Email Templates

🗑️ Trash — Archived clients

📁 Client Files

📋 Project Loader

📌 Snapshot

📈 12-Month Cash Flow Forecast

📄

Confirm

🧠 Master Brain — Custom AI agents

Instructions — Master Brain

Version History

👥 Users & Sessions

🛡️ LG Governance Register —

📊 Governance Dashboard

⤓ Import recorded decisions —

⚠️ Escalation Ledger —

Session

Daily Management — End-to-end flow

Ledger Guardian — End-to-end flow

Brain File

Version Control