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Nerve Centre KPIs · Audit Profile · Sentiment Settings The questions a small-business owner or bookkeeper asks at 9am on Monday: how much cash is outstanding and what is overdue, did every storefront order get invoiced, did the Stripe/PayPal money that landed actually get recorded against FreshBooks invoices, and are expenses categorised so the quarterly tax estimate isn’t a fire drill. Cross-references the ecommerce platforms (BigCommerce / Adobe Commerce / Shopify) and the payment gateways (Stripe / PayPal) - an ecom order with no matching FreshBooks invoice, a PSP payout with no matching FreshBooks payment, or overdue AR on a customer still placing new orders are the killer reconciliation findings no single tool sees.

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What this audit checks

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Authentication & access

  • OAuth2 token refresh against /auth/oauth/token succeeds (grant_type=refresh_token, client_id + client_secret + refresh_token)
  • Identity probe GET /auth/api/v1/users/me returns the token owner with at least one business_membership carrying account_id (and business_id if Projects is used)
  • Granted scopes cover the resources the cards read (user:invoices:read, user:payments:read, user:clients:read, user:expenses:read)
  • Sustained 429 / rate-limit responses indicate the OAuth app quota is saturated by other integrations

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Cash-flow & AR health

  • Sent invoices overdue >30d with outstanding balance and no payment recorded (recoverable cash sitting idle)
  • AR aged 60+ days above 15% of total outstanding balance
  • Days Sales Outstanding (DSO) above 60 days over trailing 30d
  • Total outstanding AR rising >20% vs trailing 30d without a matching rise in invoice volume (collections drag)

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Invoicing hygiene

  • Invoices stuck in draft >7d (revenue not yet billed to the client)
  • Sent invoices with no view event after 14d (delivery / email problem)
  • Invoices missing a due_date (no aging signal - falls out of collections rhythm)
  • Partial payments left open >30d without a follow-up reminder

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Expense & tax readiness

  • Expenses with no category assigned in the last 90d (quarterly tax estimate hard to compute)
  • Expense total spiking >25% vs prior 90d period without a matching revenue change
  • Duplicate expenses (same amount + vendor + date) suggesting a double-import

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Cross-channel: FreshBooks vs ecommerce & payments reconciliation

  • Storefront order has no matching FreshBooks invoice after the sync window (sibling = bigcommerce.order / shopify.order / adobe_commerce.order, by po_number/order_reference or client email)
  • Stripe/PayPal payout has no matching FreshBooks payment within the reconciliation window (sibling = stripe.charge / paypal.transaction, by amount+date - AR overstated / double-count risk)
  • Ecom customer with completed orders absent from FreshBooks client master after 7d (sibling = bigcommerce.customer / shopify.customer, by email)
  • Customer with AR aged 60+ days still placing new ecom orders (credit risk compounding, sibling = ecommerce customer by email)

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Data sources

  • POST /auth/oauth/token - OAuth2 token refresh
  • GET /auth/api/v1/users/me - Identity / account_id + business_id resolution probe
  • GET /accounting/account/{account_id}/invoices/invoices - Invoices - AR, aging, DSO, overdue, status, outstanding
  • GET /accounting/account/{account_id}/payments/payments - Payments - recorded payments for PSP reconciliation
  • GET /accounting/account/{account_id}/users/clients - Clients - customer master parity by email
  • GET /accounting/account/{account_id}/expenses/expenses - Expenses - categorisation + tax-readiness checks