See it with two clients

Harbor Point Advisory looks after two client businesses. Open either one to see what was found, what was decided and the report the client receives.

Synthetic demo: fictional businesses, fictional data

A consultant firm managing two client businesses in TechEd Analyst. Every name and number here is made up; no real register is shown. The screens use the product's own rules and report. Become a design partner.

Client portfolio

Each client is its own workspace and its register is kept separate. The consultant sees both here.

Client	Entries	Not decided	Not approved	High risk	Last change
Maple & Finch Creative Marketing agency · 24 staff	6	2	1	3	Nov 11, 2026	Open
Northgate Bookkeeping Bookkeeping and payroll · 12 staff	5	1	1	2	Nov 12, 2026	Open

Client

Entries

Not decided

Not approved

High risk

Last change

Maple & Finch Creative

Marketing agency · 24 staff

Nov 11, 2026

Open

Northgate Bookkeeping

Bookkeeping and payroll · 12 staff

Nov 12, 2026

Open

On the roadmap: planned, not built yet

Planned for the coming months. They appear here as working screens only once they are built.

Explainable risk assessment with a questionnaire you can adjust
Alerts for risky new tools and review dates by risk level
AI access map: who can use each tool and what data it can reach
Quarterly AI access review with a record of each decision
One baseline for every client, with drift shown
Branded client reports with the full decision trail and export