KEJ AUP Compliance Portal
Complete User Guide

The KEJ AUP Compliance Portal is a web application built specifically for Keith E. Johnson CPA PA to manage Agreed-Upon Procedures (AUP) engagements for Florida private schools participating in the Step Up For Students scholarship program. It replaces a fully manual process — physical binders, paper checklists, handwritten tracking — with a single organized system that the entire firm can access from anywhere.

Each school in your portfolio gets its own digital binder inside the portal. That binder mirrors Pam's 14-tab physical binder exactly: the same tabs, the same documents, the same compliance checks. What the portal adds is automation — AI reads bank statements and flags thresholds, documents coming in by email auto-route to the right tab, and the AUP report pre-fills from analyzed data.

Navigate to aup-portal-iota.vercel.app in any modern browser (Chrome recommended). You will see the login screen with the AUP Compliance Portal logo.

Login screen — Enter the firm email and password. Contact Keith if you need credentials.

Top navigation bar — visible from every screen in the portal.

The navigation bar runs across the top of every page. On the left is the KEJ — AUP Portal logo with the current season dropdown. In the center are the five main firm-wide views. On the right are Firm Profile and Sign Out.

Season Grid — 40 schools, with SharePoint sync status, clickable stat cards, filter chips, and the full school table.

SharePoint Sync Bar

Directly below the page title is the SharePoint Sync bar. It tells you when the portal last pulled files from your SharePoint folder and summarizes what was found:

Stat Cards (Clickable Filters)

Below the sync bar are four large stat cards. Every number shown is clickable — clicking it filters the school table below to show only schools that match that status.

Filtered state — clicking the "In Progress" card highlights it in amber and filters the table below. The card shows "FILTERED — click to show all" until you click it again to clear.

Filter Chips

Above the school table on the right side are three quick-filter chips for the most common situations you need to act on:

No Bank Rating filter active — all 40 schools shown (all need bank ratings pulled). The active chip is highlighted with a border.

Waiting on School filter — currently shows "no schools match this filter" because no schools have been manually tagged as waiting. This filter becomes useful once you start marking school status.

You can also type in the Search schools… box to filter by school name in real time. This is the fastest way to jump to a specific school when you know its name.

School Table Columns

Each row in the table represents one school engagement. The columns tell you everything you need to know at a glance without opening the school:

School table — each row is one school. Click "Open ›" on the right to enter that school's binder.

Additional Season Grid Buttons

School List — each school is a card showing status badge, DOE number, binder progress bar, file count out of 26 required items, and visit/bank rating status.

Click School List in the top nav to switch from the table view to the card view. Each card shows:

There is a Search by name… box in the top right of this view. Type any part of a school name to filter the card grid instantly.

Click any school card to open that school's binder — same as clicking "Open ›" in the Season Grid.

Revenue Dashboard — currently showing $0 because fees have not been entered for this season. Once fees are set per school, the cards at the top populate automatically.

Summary Cards

School Table

Below the cards, every school is listed with columns: School name, Fee, Structure, Collected, Outstanding, and Progress (a mini bar). Each row has an "Open ›" link to jump directly into that school's binder and Billing tool.

Schools show "Not set" in the Fee column until you enter fees in the Billing tool inside each school (see Billing Tool). You can click "Open ›" from this view to go directly to that school.

Email Inbox — All tab — 11 emails with attachments. Each email shows subject, sender, date, a preview snippet, and the attachment ready to import. Filter tabs at top: All (11), Matched to a school (1), Unmatched (10).

The Email Inbox reads all emails in pamela@jaxflacpa.com that have file attachments. It shows only emails with attachments — plain messages without files are not displayed. This is your document intake center: when a school emails a bank statement, a signed engagement letter, or any other file, it lands here.

How Auto-Matching Works

When an email arrives, the portal checks whether the sender's email address is saved as a contact for any school. If it finds a match, the email is automatically tagged as ✓ Matched: School Name. If no match is found, the email lands in Unmatched.

To improve auto-matching: go into a school's binder, click Edit School in the header, and add the school's contact email address. Future emails from that address will auto-match.

Filter Tabs

Matched to a school (1) — Rainbow Learning Academy's "Compliance" email with one PDF attachment. The school is auto-identified, the Import button is active (dark navy), and the tab dropdown says "Auto-detect tab."

Unmatched (10) — emails where the portal could not identify the school. Each has a "Choose school…" dropdown so you can manually assign it before importing.

Importing a Document

Each email row shows one or more attachments. For each attachment, there are three controls and one action:

Read full message expanded — clicking this link opens the full email body inline. The "Hide message" link collapses it again. The attachment row below shows the filename, file type badge (.xlsx), school dropdown, tab dropdown, and Import button.

Search Bar

The search bar at the top of the Email Inbox has two modes:

• Typing in the box: Filters the emails currently loaded below — instant, no server call. Good for finding a specific email by subject or sender name.
• Pressing Enter or clicking Search: Searches your entire mailbox, not just recent emails. Use this when a school sent something weeks ago that isn't in the recent list.

Refresh Button

The Refresh button (top right of the inbox) pulls the latest emails from the mailbox right now. The inbox does not auto-refresh while you have it open — click Refresh after you know a school has sent something and it hasn't appeared yet.

Push to SharePoint — currently showing "✓ All portal files are in SharePoint. Nothing to push." This clean state means every file in the portal has already been written back to the SharePoint folders.

Your workflow has two ways files enter the portal: (1) synced automatically from SharePoint, and (2) imported directly into the portal via the Email Inbox or the Upload Files tool. Files from path (2) land in the portal but are not automatically written back to SharePoint.

Push to SharePoint closes that gap. It finds every file in the portal that does not exist in the corresponding SharePoint school folder and lets you push them all back in one operation, with the filenames as you've set them in the portal.

When to Use It

• After a session where you imported multiple email attachments
• After manually uploading a file through the Upload Files tool
• At the end of each week as a cleanup step to ensure SharePoint is the complete archive
• Before generating the AUP report — you want SharePoint to reflect the complete binder

The Refresh button (top right) re-checks the sync state. If the page shows files to push, a table of filenames and school names appears with a Push All button. Individual files can also be selected and pushed one at a time.

Firm Profile — CPA credentials at top (name, license #, email, phone, city/state) and firm address below. These fields appear on the signature block of every AUP report.

Signing CPA Section

This section populates the "Certified Public Accountant" signature block on every generated AUP report. Keep it accurate — any change here applies immediately to all new and existing reports for this season.

Firm Address Section

Click Save Firm Profile after any change. The save note below the button reads: "Changes apply immediately to all new and existing AUP reports."

AI Usage & Cost

Below the address section is an AI Usage & Cost panel. Every time the portal uses Claude AI — to read a bank statement, analyze a school calendar PDF, or answer a question in Ask AI — the operation is logged here with its token cost (calculated at Anthropic list pricing: $3/M input tokens · $15/M output tokens). This lets you track what AI operations are costing and verify the system is working.

Email & Cloud Integration

Email & Cloud Integration — three integration tiers shown. Manual is always active. Email Connected (Microsoft 365) and Cloud Sync (SharePoint) are both ✓ Active, shown in green.

Below the three tiles, the Email Provider row confirms "Connected — Microsoft 365." The Cloud Storage row shows the connected SharePoint site URL. If either shows as Disconnected, the portal falls back to Manual mode — everything still works, you just need to upload files manually instead of them auto-appearing.

Academy of Excellence — the school header shows name, DOE number, location, fiscal year, and a row of action buttons. Top right shows "37 files total · across 15 binder tabs · 33 item slots."

School Identity Bar

Header Action Buttons

Six action buttons run across the header. Each is covered in full detail in the Header Actions section — brief descriptions here:

The floating ✨ Ask AI button appears in the bottom-right corner of every school view. It is always accessible — you do not need to navigate to a specific tab to use it. See Ask AI for full details.

Inside any school's binder, a left sidebar lists all sections in order. It is divided into two groups: Document Sections (the 15 binder tabs) and Tools (Upload Files, Billing, Cloud Folder, Progress, Report Readiness, Comm Log).

Each sidebar item shows:

• Tab number and name (e.g., "3A — Bank Statements")
• Below it: either "X files ▼" (click the ▼ to expand a mini file list) or "Pending upload" (no files yet in this tab)
• The active tab is highlighted with a colored left border and white background

The sidebar also shows the Tools section below the binder tabs — Upload Files, Billing, Cloud Folder, Progress, Report Readiness, and Comm Log. These are school-specific tools that don't map to a specific binder tab.

Tab 0: Report & Engagement — Academy of Excellence has 11 files in this tab. Most items show ✓ Received (green); a few show "Mark Received" (pending). The orange "Conditional" tag on Bank Rating Attachment explains when it's required.

Tab 0 continued — scrolling reveals the Educational Expenses Summary, QC Checklist (Received), Status Update Communications (Both parties), and the Signed Engagement Letter (Received from School).

Tab 0 is the final assembly point for everything that goes with the signed AUP report when it leaves your office. It should be the last tab to complete because several items here depend on work done in other tabs first.

Items in Tab 0

How Items Are Marked Received

Each binder item has either a ✓ Received status or a ○ Mark Received button. When a file is uploaded or imported that matches this item, the portal auto-detects it and marks it Received. You can also click "Mark Received" manually — for example, for the DOE Letter of Eligibility which you may obtain separately and want to note without uploading a digital file.

Tab 1: Letter of Compliance — one item, one file. The DOE Letter of Compliance (2024–25) is marked ✓ Received and shows the Scholarship Compliance Letter PDF already in the binder.

Tab 1 contains a single item: the DOE Letter of Compliance (2024–25) issued by the Florida Department of Education. This letter confirms the school is eligible to participate in the Step Up program for the current fiscal year.

Tab 3A: Bank Statements — two items at top (FDIC Bank Rating and Bank Statements), then the AI analysis table: 21 bank statements analyzed with $538,445.84 in total Step Up deposits. Filter dropdowns let you narrow by bank or account number.

Tab 3A is the most data-rich tab in the portal. It holds bank statements for every account the school holds for the full fiscal year (July 1 – June 30), and the AI automatically analyzes each uploaded statement to extract key figures.

Binder Items

AI Analysis Table

Below the binder items, a section headed BANK STATEMENTS (21 TOTAL · 21 ANALYZED) shows the AI-extracted data from every uploaded statement. Two summary cards appear first:

Analysis Table Columns

Filter Controls

Above the analysis table: FILTER: Bank [All banks (3)] ▾ and Account # [All accounts (5)] ▾. Use these dropdowns to narrow the table:

• Filter by Bank: Select Wells Fargo, Pinnacle Bank, or Pinnacle Bank - Nashville TN to see only that institution's statements.
• Filter by Account: Select a specific account ending (e.g., ···8041) to see only that account's statements across all months. Useful when verifying month-by-month continuity for a specific account.

Bauer Financial Bank Rating Lookup

Bauer Financial Bank Rating Lookup — below the analysis table. Enter each bank name and click Look Up. The portal searches FDIC/NCUA data and generates a link to the official Bauer Financial rating PDF. Must be Level 4★ or 5★.

Below the analysis table is the Bauer Financial Bank Rating Lookup section. This is where you formally pull and record the bank rating for each bank holding the school's accounts. There is an input row for each account (Acct 1, Acct 2, Acct 3, Acct 4, etc.).

For each row:

The "Open Bauer Financial ↗" link in the section header opens bauerfinancial.com directly if you want to search manually. The portal's lookup tool automates the same search.

Tab 3D: Shared Costs — one item pending. The "Additional Files in this Section (1)" area shows a file already uploaded ("Academy of Excellence no Shared expenses 2025-2026.pdf") — not yet matched to the item. Auto-match and Remove all buttons visible.

Additional Files in This Section

You can see that Academy of Excellence has a file called "Academy of Excellence no Shared expenses 2025-2026.pdf" in the "Additional Files" area but it's not yet matched to the binder item above. This is a common state — a file was uploaded or synced from SharePoint but the portal didn't automatically match it to the right item.

Two buttons appear in this situation:

• ⚡ Auto-match to items — The portal reads the filename and attempts to route it to the correct binder item. Click this first — it works in most cases and routes the file with one click.
• 🗑 Remove all — Removes all unmatched files from this section. Use with caution — this does not delete the files from the portal, just removes them from this section's additional files area.

Tab 4A: Student Sample + Remittance — two binder items at top plus an Additional Files section. The Excel roster "Academy of Excellence AUP 2025-26 School Roster.xlsx" is in the Additional Files area with a prominent Parse Roster button. "Analyze 1 pending" and "Re-analyze all (1)" buttons appear top right.

Parse Roster — Automated Random Sampling

Academy of Excellence has uploaded their enrollment roster as an Excel file ("Academy of Excellence AUP 2025-26 School Roster.xlsx"). The portal displays this in the "Student Sample — Excel Roster" section with a Parse Roster button.

Clicking Parse Roster reads the Excel file and:

1. Counts total enrollment
2. Identifies scholarship type for each student (FES-EO vs FES-UA)
3. Calculates the required sample size based on the enrollment rules
4. Generates a documented random sample with timestamp and methodology note
5. Produces a sample report stored as the Student Sample List in the binder

The portal text below the Parse Roster button reads: "Parse the enrollment file to see student counts, then generate a documented random sample."

Sampling Rules Reference

Analyze Pending Button

The ▶ Analyze 1 pending button at top right of Tab 4A triggers the AI to analyze any unanalyzed files in this section — typically remittance forms. The AI reads them and flags if the amounts match what the bank statements show for those students. ↺ Re-analyze all (1) re-runs the AI on all files, including previously analyzed ones — use if you replaced a file with a corrected version.

Tab 5B: Expense Samples — one item, firm-owned. The description shows the tiered sampling rules: under $500K → 30 samples, $500K–$750K → 45 samples, over $750K → 60 samples (split 20 payroll / 20 building / 20 educational).

Expense Sample Tiers

The tier is determined by total Step Up educational expenses identified from the GL analysis. Once the GL is uploaded and analyzed in Tab 5A, the Report Readiness section will show the correct tier and required sample count for this school automatically.

Tab 6B: School Calendar — two options at top right: "Upload Calendar PDF" and "Use county calendar." The binder item shows the minimum 170-day requirement with the verify checks. Below is the "Instructional Day Analysis" area where results appear after AI analysis.

Option 1: Upload Calendar PDF

Click ↑ Upload Calendar PDF to upload the school's calendar document. The AI reads the PDF and:

• Counts total instructional days by reading the calendar grid or day-count tables
• Identifies summer weekdays, holidays, teacher workdays, and weather days
• Returns a month-by-month breakdown of instructional day counts
• Shows a ✓ Pass / ✗ Fail badge against the 170-day minimum

The analysis appears in the "Instructional Day Analysis" area at the top of the tab — above the binder item card. Results include the total day count, the Pass/Fail verdict, and the detailed breakdown.

Option 2: Use County Calendar

County calendar picker — all 67 Florida counties listed with their school board name and instructional day count (180 days shown for the counties visible here). Search box at top filters by county name. Select a county and click "Use this calendar."

Click ☰ Use county calendar to open the county calendar picker. This is the fastest option for schools that follow a standard county school board calendar — no PDF needed, no AI analysis required.

The picker shows all 67 Florida counties, each with their county school board name and the confirmed instructional day count for the current year. Use it like this:

Upload Documents — two sections: "Import from Zip" at top (for bulk folder imports) and "Drop files here" drop zone below (for individual files). The description reads: "Import a zip from any cloud storage, or drop individual files below."

Method 1: Import from Zip

The green Import from Zip section at the top is the most powerful upload method. It is designed for the common workflow where a school provides their entire document folder via SharePoint, Google Drive, or Dropbox:

This replaces 30+ minutes of manually uploading individual files with a 2-minute process. A school with 72 files (like Bay Meadows Baptist) can be fully imported from one zip drop.

Method 2: Individual File Drop Zone

The lower section has a drag-and-drop zone labeled "Drop files here — PDF, Excel, images — any format the school sends" with a Choose Files button as an alternative to dragging.

After dropping a file, the portal shows a routing preview: it reads the filename and suggests which binder tab it belongs to. You can accept the suggestion or override it with the dropdown before confirming the upload.

Re-Import with Tab Preview

When a school sends a corrected file (e.g., a corrected bank statement), drop just that single file. The portal detects the document type from the filename and shows a preview like "Bank Statement → Tab 3A" — confirming exactly where it will go before you click Import. No guessing, no manual routing for known document types.

Billing & Revenue — Academy of Excellence — three sections: Engagement Setup (fee + structure), Log a Payment (date, amount, note), and Payment History (currently 0 payments logged).

Engagement Setup

Log a Payment

Payment History

Below the log form is a Payment History table showing every payment logged for this school, with columns for date, amount, and note. Currently shows "0 payments" and "No payments logged yet" for Academy of Excellence — fees haven't been configured this season.

Cloud Folder Connection — Academy of Excellence — two input areas (SharePoint URL and Google Drive URL) and a "How Folder Sync Works" section explaining the four-step automation: connect folder URL → automatic routing → AI analysis fires → email capture too.

SharePoint / OneDrive Folder

Paste the school's SharePoint folder URL into the first field. Get this URL by navigating to the school's folder in SharePoint, clicking Share, and copying the link. The portal then watches this specific folder — when KEJ staff or the school drops any file into it, the portal picks it up on the next sync cycle.

Google Drive Folder

For firms using Google Workspace instead of SharePoint: paste the Google Drive folder share link. Same workflow — the portal watches the folder and auto-imports new files.

Click Save Folder Connection after pasting either URL. A note below reads: "Paste any SharePoint or Google Drive folder share URL above. On June 4th, OAuth connection enables live sync — files appear automatically without manual imports."

How Folder Sync Works

Binder Progress — Academy of Excellence — 10 of 33 items complete (30%). A blue progress bar spans the top. Below it, each binder tab is listed with its own score (e.g., Tab 0: 6/7, Tab 1: 1/1 in green, Tab 2: 0/1 in red). Each item row shows ✓ (received) or ○ (pending) with the owner tag (KEJ, School, Both).

Progress continued — lower tabs showing Bank Statements (1/2), Bank Reconciliation (0/3), Non-Educational Expenses (0/1), Shared Costs (0/1), and Internal Controls (0/5). Each section header shows the tab number in a colored badge and its score.

The Progress tool gives you a complete status snapshot without clicking through each tab individually. Use it to:

• Quickly identify which specific items are still missing
• Understand how many items KEJ owns vs. what the school must still provide
• Prepare for a status call with the school — you can read directly from this list
• Verify completeness before generating the AUP report

Reading the Progress View

AUP Report Readiness — Academy of Excellence — 2/25 checks complete. Print/Save PDF button top right. Six report sections: I (DOE Compliance Letter), II (Adequate Accounting System), III (Financial Controls — A through F), IV (Scholarship Fund Deposits & Classification), V (Education-Related Expenses), VI (Other Procedures). Auto-detected items show green status; missing items show red "⚠ Missing"; items needing manual Yes/No show the Yes/No buttons.

Report Readiness is where the AUP report is actually assembled before Keith signs it. Each section corresponds to a numbered section in the final 10-page Independent Accountant's Report. The portal auto-detects what it can from uploaded documents and analysis results; everything else requires Pam to answer Yes/No manually.

Report Sections

Sections V and VI — Education-Related Expenses showing three "⚠ Missing" items (GL not yet analyzed), and Other Procedures showing the student enrollment entry fields with "Scholarship students" / "Non-scholarship students" inputs and the student verification visit date picker.

What to Do Button

Each section header has a ? What to do link. Clicking it expands contextual help explaining exactly what is needed for that section — which tab to go to, what document to upload, or what question to ask the school. This guide-within-the-guide means Pam can work through Report Readiness without needing to reference external documentation.

Print / Save PDF

The 🖨 Print / Save PDF button (top right of Report Readiness) opens a print-ready version of the readiness checklist — showing all questions and your current answers. Use this for Keith's review before he signs the report. It captures the current state, not the final report — use Generate AUP Report for the signable document.

Completion Counter

Top right shows "2/25 checks complete" for Academy of Excellence. This counter increases each time you answer a Yes/No question or the AI auto-detects a document. You don't need to reach 25/25 before generating the report — but Keith should review every outstanding item before signing.

Communication Log — Academy of Excellence — currently empty ("No notes yet for this school"). The text area shows a placeholder with example entries: "Called school 4/8 — Lisa says bank statements in mail" and "Partner visited 4/10." Add Note button on the right. Keyboard shortcut: ⌘↵ to save.

The Communication Log is a firm-internal running history for each school engagement. Schools never see it — the prominent subtitle reads "Schools cannot see this log." Use it to document:

• Phone calls with the school: date, who you spoke with, what was discussed, what they committed to sending
• Emails sent or received that aren't formal status updates
• Pam's notes from the student verification visit
• Keith's review observations before signing
• Any unusual findings or questions that came up mid-engagement
• Follow-up reminders: "School said GL would be ready by August 15 — follow up if not received"

Adding a Note

Click in the text area, type your note in free-form text, then either click Add Note or press ⌘↵ (Mac) / Ctrl+Enter (Windows). Notes are timestamped automatically and displayed in reverse-chronological order (newest at top) in the history below.

There is no edit function on saved notes — treat them as permanent log entries. If you made an error, add a new note clarifying or correcting the previous one.

The Visit Done button appears in the school header next to the school name. Clicking it marks this school's student verification visit as complete. The effect:

• The VISIT column in the Season Grid changes from ○ Pending to ✓ Done for this school
• The "Visits Complete" stat card on the Season Grid increments by 1
• The "Visit Pending" filter chip no longer includes this school
• The visit date is recorded and available in Report Readiness (Section VI)

The Sample Pulled button records that the student sample for this engagement has been finalized. This is separate from the Visit Done action because samples must be pulled before visits — you need to know which students to observe before you go to the school.

Clicking Sample Pulled:

• Updates the SAMPLE column in the Season Grid from ○ Pending to ✓ Done
• Signals to Pam that the sample list in Tab 4A is final and she should request remittance forms for those specific students

The Bank Rating button in the school header opens a dialog to record the confirmed Bauer Financial rating for this school's banking institution(s).

The detailed Bauer Financial lookup workflow lives in Tab 3A — you do the actual research there (entering bank names, clicking Look Up, reading the rating PDF). The Bank Rating header button is the final step: clicking it after confirming the rating marks the school's bank rating as complete in the Season Grid, changing the BANK RATING column from Pull Needed to the confirmed star rating.

The Season Grid "Bank Ratings Pulled" stat card increments each time you click this for a school.

Draft Status Email — Academy of Excellence — two-column layout: red left column "Documents Still Needed (23)" lists each missing item by tab section; green right column "Documents Received (2)" shows what's been confirmed. TO field shows "No contacts — add in Edit School." Send Now / Copy / Close buttons at bottom.

Click ✉ Draft Status Email in the school header. The portal instantly generates a professional email showing:

Email Content

Sending Options

The TO field shows "No contacts — add in Edit School" for Academy of Excellence because no contact email has been added yet. To fix this: close the modal, click ✎ Edit next to the school name in the header, and add the school's contact email. Future status emails will auto-populate the TO field.

The ↺ Sync this school button triggers a SharePoint sync for this specific school's folder only. The full-portal sync (accessible via the "↓ Sync Now" button on the Season Grid) re-syncs all 40 schools — which can take time. When you know a specific school has just added files to SharePoint and you want them in the portal immediately, use this per-school sync instead.

After clicking, a progress indicator appears briefly while the portal checks the school's connected SharePoint folder, imports any new files, and updates the binder. The sidebar file counts update to reflect any newly imported files.

A sync result summary appears after completion: "X new files imported" and "X files already in portal." If the school hasn't added anything since the last sync, it shows "0 new files."

AUP Engagement Status Report — Academy of Excellence — opens in a new browser tab. Dark navy header showing "AUP ENGAGEMENT STATUS REPORT — Academy of Excellence" with DOE #5266 and 15% complete badge. Each binder tab is shown with its items, Received/Missing status, and actual filenames for received documents.

Click 🖨 Print Report in the school header. A new browser tab opens showing the full AUP Engagement Status Report formatted for printing or saving as PDF.

Report Contents

AUP Report — Academy of Excellence — the full Independent Accountant's Report opens in a modal. Report Date field at top (pre-filled with today, editable). Standard AICPA boilerplate language. CPA credentials auto-populated from Firm Profile. School name and DOE number auto-populated. Procedure/Finding table beginning at the bottom.

Click Generate AUP Report (dark navy button, top right of header) to open the report modal. This generates the actual deliverable document that Keith will sign.

What Auto-Populates

Report Boilerplate

The standard AICPA report language appears verbatim in the body — this language is mandated by AICPA and cannot be modified:

"We have performed the procedures enumerated below, which were agreed to by Step Up For Students Scholarship Funding Organization, solely to assist the specified parties in evaluating [School Name]'s compliance with the requirements of Florida Statute 1002.421(1)(q) during the school year ended June 30, 2026..."

Print / Save as PDF

The green Print / Save as PDF button at the top of the modal opens the browser print dialog. Choose "Save as PDF." Keith prints, signs, and the signed version is scanned and uploaded to Tab 0 (Signed AUP Report + attachments).

Ask AI — Academy of Excellence — the panel slides in from the bottom right. Eight suggested questions appear immediately. A free-text input at the bottom lets you ask anything. "Clear chat" resets the conversation. "× Close" collapses the panel.

Ask AI — real answer — question: "What were the total Step Up deposits?" Answer: "Total Step Up deposits across all analyzed bank accounts were $538,445.84. This amount was identified across 21 of 21 uploaded bank statements, with the majority held at Pinnacle Bank ···8041 ($463,725.50), followed by Wells Fargo accounts contributing the remaining $74,720.34 across multiple account numbers. No account exceeded the $250,000 FDIC threshold." Timestamped at the bottom.

The floating ✨ Ask AI button appears in the bottom-right corner of every view inside a school. Click it to open the AI panel. The AI knows everything that has been uploaded and analyzed for this school — it answers from the actual data, not from guesses.

Suggested Questions

When you first open Ask AI, eight suggested questions appear as clickable chips. Click any of them to send the question instantly — no typing required:

Free-Text Questions

The text input at the bottom of the panel lets you ask anything in your own words. Examples of useful free-text questions:

• "Which months of bank statements are we missing?"
• "What was the largest single Step Up deposit?"
• "Does the tuition policy mention military discounts?"
• "How many students are in the sample?"
• "What type of accounting software does this school use?"

Press Enter to send, or Shift+Enter for a new line within a message. The AI responds within a few seconds.

Print Button

A Print button appears in the top right of the AI panel after answers are generated. This prints the conversation — useful for including AI analysis summaries in the engagement workpapers.

Clear Chat

The Clear chat button resets the conversation. Useful when switching from one type of question to another, or when you want a fresh context without previous questions influencing the answers.