Randolph Atlas — oversight hub for Randolph Business Resources
Randolph Atlas gives the owners of Randolph Business Resources a single command view across QuickBooks, monday.com, staff time, and client email — so you see risk, capacity, and cash before they become problems.
Private workspace · Role-based access · SOC-grade auth
What Randolph Atlas does
Randolph Atlas is an oversight and alerting workspace built for Randolph Business Resources. It connects to the systems your team already uses — QuickBooks Online, monday.com, and Gmail — and surfaces the exceptions owners need to act on: overdue invoices net of credits, missing staff time, at-risk client conversations, and capacity bottlenecks.
Atlas does not replace your accounting or project-management software. It watches them, summarizes them, and helps the firm's leadership respond before small issues become expensive ones.
One hub. Every signal that matters.
Atlas doesn't replace QuickBooks or monday.com — it watches them for you and surfaces the exceptions.
QuickBooks Health
Overdue A/R netted against client credits, unbilled time, and stale bank feeds — the true picture, not the raw report.
Weekly Time (Sat–Fri)
Firm runs on Saturday–Friday weeks. Atlas nudges staff who haven't logged — daily if zero, weekly if partial.
Client Email Monitor
Forwarded client threads are read for tone, risk, and missing updates. At-risk clients surface before renewal season.
AP Workflow
Gmail-connected accounts payable pipeline with review queue, escalations, and full audit trail with rollback.
Capacity & Utilization
Live view of who is underwater, who has room, and which clients are eating margin — updated from monday.com.
Role-based control
Admins, controllers, and staff accountants each see the slice they need. Every write is logged.
Ask the firm a question. Get an answer that spans every system.
Atlas is copied on monitored communications and blends monday.com boards, QuickBooks ledgers, and client email into one conversation. It remembers status changes, filters noise, and tells you what to do next.
- Who hasn't logged time this week?
- Which clients are overdue net of credits?
- Show me at-risk clients based on recent emails.
- Summarize tone with Client X over the last 3 months.
How it works
Connect once. Watch, don't operate. Staff keep working where they already work.
Connect
QuickBooks Online OAuth, monday.com API, and Gmail forwarding rules on the mailboxes you choose.
Observe
Atlas ingests time entries, invoices, boards, and client email — normalizing every signal into one model.
Act
Owners see exceptions, send reminders as themselves, and rely on Atlas to catch what falls through.
Ready to see the firm clearly?
Randolph Atlas is a private workspace for RBR leadership. Sign in with your firm account to enter.