Finance
Welcome back
Log Time
Start the timer — it fills Hours below, then log it to a matter.
Pick a client and matter for context on your work.
Auto-selected from your description — change it anytime.
Time Log
| Date | Team Member | Client | Matter | Activity | Status | Hours | Description |
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Revenue vs Expenses
What needs attention
Top clients by booked revenue
Expense movers month over month
Cash pipeline
Break-even
Profit & Loss Statement
All Invoices
Every invoice across all matters. Click one to view or print it. Rates are set per person on the Team page.
Accounts Payable
Bills WADR pays — outgoing payments from Mercury. Pending items are owed but not yet settled.
Treasury
Bank balances from QuickBooks and Mercury.
New Reimbursement
Drag & drop a receipt PDF here, or browse
Upload a receipt — Claude reads the amount, date, and description for you.
Reimbursements
Revenue by Client
Monthly Revenue Trend
Collection Aging
Expense by Vendor
Outgoing payments from Mercury, grouped by who was paid.Potential Expenses to Cut
The ten line items with the most savings opportunity, from your synced P&L.Top Billers
Hours by Employee
| Document | Client | Matter | Type | Uploaded | Uploaded by | Size | ||
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Connect WADR to the services that power it. Admin only.
Build reports from your live firm data. Pick a report to generate it.
Control the public WADR website. Changes go live immediately.
Utilities for the firm. More tools will land here over time.
| Name | Source | Status | Added |
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Invoice converter
AIDrop an invoice PDF or photo — it's re-issued in the WADR format.