Today: your five minutes
Today is the screen you open in the morning. It answers one question: what do I have to do, and what can I ignore?
The greeting #
"Dzień dobry, Anna. I am Savia. You have 3 important things today." The line under it shows which AI engine is connected (your Ollama or Google AI Studio) or says that Savia is resting when neither is available.
The three things #
NOB looks at everything open and ranks it. Red items always come first, then deadlines within 10 days, unconfirmed initial formalities, documents waiting for your approval, bank transactions without explanation, sales without an invoice or receipt, and payments overdue by more than 14 days. Each card has one button:
| Button | What happens |
|---|---|
| Resolve | opens the finding with the auditor's explanation and the action that closes it |
| Generate | opens the preparer of an obligation (see Roots) |
| Present | the filing is already prepared; mark it as filed with its UPO receipt |
| Review | the list of initial formalities to confirm |
| Approve | the document inbox, with the proposals ready |
| Explain | the bank transaction with the "what is this?" options |
| Invoice | the sale that still has no invoice |
| Collect | the overdue sale with payment options |
"And 6 more notices" links to the full list of open findings.
My money #
Six figures for the current month: In (bank credits and cash/card receipts), Out, I have (last statement balance per account), I earned (booked revenue minus booked costs), Likely taxes (income tax on the year-to-date base at your rate, plus the month's VAT if you are an active payer), Receivable (unpaid sales) with the number of open quotes. See explanation describes how each number is computed and links to the balance and the ledgers.
Note These are estimates from what is booked. Approving pending documents refines them; unexplained bank transactions are not counted until you explain them.
What NOB did on its own #
The last 24 hours of automatic work: documents read and classified, bank transactions reconciled without you, suppliers verified on the biała lista, notices resolved automatically, backup done, auditor run, new obligations added to the calendar. When the monthly AI review has run, its summary appears here too.
Traffic light and shortcuts #
A dot per area (taxes, accounting, documents, bank, partners, system, legal) and four shortcuts: upload a document, POS, new quote, ask Savia.
When everything is green #
"All in order" with a single suggestion (open the POS). Enjoy it.
NOB 0.9.0-beta.7 · Something unclear or wrong in this page? Write to biuro@nob.holapolska.pl.