FirmhandThe back office for your firm
Ansgar DavidsClerk

Ansgar Davids

Clerk · Team A · Tuesday, 3 November 2026
11Open items
0Approvals
1Urgent emails
09:00Next appointment

Today (11)

todayVAT return October Zahnarztpraxis Wirth · Zahnarztpraxis Wirth
todayVAT return October Elektrotechnik Kramer GmbH & Co. KG · Elektrotechnik Kramer GmbH & Co. KG
todayBook October receipts Architekturbüro Wilmsen PartG · Architekturbüro Wilmsen PartG
UrgentRe: October receipts
06.11.Bank reconciliation Architekturbüro Wilmsen PartG · Architekturbüro Wilmsen PartG
10.11.VAT return · Online-Shop Heidrich GmbH
10.11.VAT return · Zahnarztpraxis Wirth
10.11.VAT return · Architekturbüro Wilmsen PartG
10.11.Payroll run November Zahnarztpraxis Wirth · Zahnarztpraxis Wirth
13.11.Bank reconciliation Online-Shop Heidrich GmbH · Online-Shop Heidrich GmbH
24.11.Book October receipts Online-Shop Heidrich GmbH · Online-Shop Heidrich GmbH

Calendar today

TimeWhat
09:00Team A weekly stand-up

Documents received today (7)

Missing documents and reminders (0)

Nothing open.

Monthly deadlines (11)

DueWhatClientStatus
10.11.VAT returnOnline-Shop Heidrich GmbHin progress
10.11.VAT returnZahnarztpraxis Wirthin progress
10.11.VAT returnArchitekturbüro Wilmsen PartGin progress
25.11.PayrollZahnarztpraxis Wirthin progress
25.11.PayrollArchitekturbüro Wilmsen PartGin progress
30.11.Trade tax returnElektrotechnik Bohnbach GmbH & Co. KGin progress
30.11.Trade tax returnZahnarztpraxis Wirthin progress
30.11.Trade tax returnElektrotechnik Kramer GmbH & Co. KGin progress
30.11.Trade tax returnArchitekturbüro Wilmsen PartGin progress
31.12.Annual accountsOnline-Shop Heidrich GmbHwith the partner

Questions from trainees (1)

My emails in the queue (1)

Client AI draft Waiting for Karl Heinz Henschel · To: bradley@kramer-elektrotechnik.example · Open original
Re: October receipts

Approved email only goes to the log. Nothing is really sent.

Email by priority (15)

SubjectFromTime
UrgentRe: October receiptsBradley Newman13:55
NormalOctober receiptsBradley Newman09:45
NormalOctober receiptsBradley Newman09:53
NormalOctober receiptsBradley Newman10:47
NormalOctober receiptsBradley Newman10:56
NormalOctober receiptsBradley Newman11:01
NormalOctober receiptsBradley Newman11:13
NormalOctober receiptsBradley Newman12:35
NormalBitte Review: Jahresabschluss Softwareentwicklung Davids GmbHFriedlinde Tintzmann13:56
NormalFehlende Unterlagen Zahnarztpraxis WirthKarl Heinz Henschel14:37
NormalWer übernimmt Übersetzungsbüro Rust?Karl Heinz Henschel15:07
NormalFehlende Unterlagen Autowerkstatt Schuster GmbHRosalie Ritter15:33
LaterSteuer-News KW 45: Änderungen bei der E-Rechnungnewsletter16:30
LaterSteuer-News KW 45: Änderungen bei der E-Rechnungnewsletter16:35
LaterSteuer-News KW 45: Änderungen bei der E-Rechnungnewsletter16:41

Sorted by Haiku, otherwise by keywords.

My access, how I work and activity

My access

Clientsassigned clients only (5)
Client payslipsyes
Approvesnothing
Firm figures and budgetsno
Delete, money, permissionsblocked for all assistants

Test: open the C030 payslip

How I work

Hours08:00-16:30
Years at the firm7
StyleCalm, does deep work in the morning
Morning briefEmail summary at lunchtime only
What helpsEmails grouped, not one at a time
What gets in the wayConstant notifications
Draft tonePolite and brief

Visible to me only. Work habits only.

Past weeks

WeekTasks finished
2026-W415
2026-W425
2026-W433
2026-W445

My activity log

ActionDecisionReason
read_emailallowedown mailbox
read_emailallowedown mailbox
read_emailallowedown mailbox
read_documentallowedauto within client scope
list_inboxallowedown mailbox, 15 emails
list_tasksallowedown tasks only

The log can't be changed.