Client Health Scores

Stop manually checking client after client for problems. BizBooks Pro scores every client's books automatically and puts the ones who need help right at the top of your list.

Overview

Client Health Scores is a practice management tool built into BizBooks Pro's Accountant Tools. It continuously evaluates the bookkeeping condition of every client company you oversee and assigns each one a numeric score from 0 to 100. Those scores are displayed alongside a red, yellow, or green status indicator in your client list.

Six different bookkeeping signals feed into each client's score. The scoring engine runs automatically — there are no settings to configure and nothing to turn on. Every time you open the Accountant Tools dashboard, you see an up-to-date picture of your entire practice without opening a single client file.

This feature is accessible to any user holding an Accountant or Admin role and is located within the Accountant Tools menu in the main sidebar.

Tip: Only client companies where you have been granted accountant-level access will appear in the Client Health Scores list. Ask clients to add you as an accountant user in their BizBooks Pro company settings if a company is missing from your list.

Health Metrics

Six independent bookkeeping signals are evaluated for each client. The results are combined into a composite score on a 0–100 scale. A perfect score of 100 means every signal is clear — nothing overdue, nothing uncategorized, and recent activity throughout. As issues accumulate or worsen, the score decreases proportionally.

Signal	What Gets Checked	Threshold That Flags a Problem
Bank Reconciliation Status	Whether connected bank accounts have been reconciled on schedule	Any account goes more than 30 days without a completed reconciliation
Uncategorized Transactions	Transactions imported or entered without an assigned general ledger account	Any unassigned transaction is present in the register
Overdue Invoices	Customer invoices that have passed their payment due date	Any invoice is outstanding past its due date by even one day
Unfiled Receipts	Expense receipts that have been uploaded but not linked to any transaction	At least one receipt is sitting unattached in the receipt inbox
Days Since Last Activity	The elapsed time since any user last recorded or modified bookkeeping data	The company shows no recorded activity for more than 14 days
Open Bills Needing Review	Vendor bills that have been entered but not yet marked approved or paid	A bill sits in pending status for more than 7 days without action

Each of the six signals contributes to the total score based on both the presence and magnitude of the problem. A client with fifteen uncategorized transactions loses more points than one with a single uncategorized item. The final number tells you not just whether something is wrong, but how wrong it is.

Note: Health scores reflect the live state of a client's books at the time you load or refresh the page. BizBooks Pro does not store historical scores — you cannot view what a client scored last week. The score is always current as of your most recent page load.

Traffic Light Indicators

A color-coded status badge sits next to each client's name in the list. The three-color system lets you absorb the overall health of your practice at a glance, even before reading any individual score numbers.

Green — Books Are Current

Green All six signals are within acceptable limits. This client's books require no immediate action from you.

Score range: 80–100
All bank accounts reconciled within the past 30 days
Zero uncategorized transactions in the register
No customer invoices past their due date
No receipts sitting unattached in the inbox
Bookkeeping activity recorded within the last two weeks
No vendor bills pending review for more than a week

Yellow — Review Soon

Yellow At least one signal is starting to deteriorate. Nothing is critically overdue, but if left unaddressed these issues will worsen. Plan to review these clients within the next few days.

Score range: 50–79
A handful of uncategorized transactions, a recently missed invoice due date, or mild inactivity
Low urgency now, but the trajectory warrants proactive contact with the client

Red — Immediate Attention Required

Red This client's books have material problems. Multiple signals are out of compliance, or a single issue has grown severe enough to require urgent resolution.

Score range: 0–49
Unreconciled accounts, large backlogs of uncategorized transactions, several overdue invoices, or extended inactivity
Often indicates the client has disengaged from their bookkeeping responsibilities or that a data import created a large volume of unresolved items

Tip: Start every session in Accountant Tools by glancing at the Red column. Any client whose status changed from Yellow to Red overnight is your first priority. A score that drops sharply between sessions usually signals a large batch of new transactions came in uncategorized.

Sorting & Filtering

By default, the client list sorts from worst score to best — the clients who need the most help are always at the top. Within the Red group, the client with the lowest absolute score appears first. The same applies within Yellow and Green groupings.

Re-sorting the List

Click any column header to change the sort order. Clicking the same header a second time reverses the direction. An arrow icon indicates the active sort column and its direction.

Health Score — Arrange clients by their numeric score from highest to lowest or vice versa
Client Name — Arrange clients in alphabetical order
Status — Group all Red clients together, then Yellow, then Green
Last Activity — Find clients who have been dormant the longest
Overdue Invoices — Identify clients with the highest number of past-due receivables

Narrowing the List with Filters

Filter controls above the table let you focus on a specific subset of clients:

Status Filter — Limit the list to Red-only, Yellow-only, or Green-only clients, or any combination
Issue Filter — Display only clients affected by one particular problem type, such as unreconciled bank accounts or pending vendor bills
Name Search — Type to locate a specific client by name instantly

Tip: The Issue Filter is especially powerful for large practices. Use it to pull up every client with unfiled receipts, process all of them in a single focused session, then switch to the next issue type. Batching by problem type is faster than working through one client at a time from start to finish.

Drill-Down Issues

Each row in the client list carries issue tags — small labeled chips that identify exactly which signals are pulling that client's score down. You know what the problem is before you even open the client's file.

Reading Issue Tags

Issue tags are displayed inline on the client row. Each tag corresponds to one of the six scoring signals:

Unreconciled — At least one bank account has not been reconciled on schedule
Uncategorized — Transactions lacking a GL account assignment (the tag includes a count, e.g., "Uncategorized 23")
Overdue Invoices — Customer invoices past their due date (includes a count of affected invoices)
Unfiled Receipts — One or more expense receipts are sitting in the inbox without a matching transaction
Inactive — No bookkeeping entries have been recorded recently
Bills Pending — Vendor bills are awaiting review or payment approval

Viewing the Full Client Detail Panel

Click a client row or the View Details button to open the client's full health breakdown. The detail panel shows:

A score breakdown listing each signal's individual contribution
The names of bank accounts flagged as unreconciled, with the number of days overdue
A line-item list of uncategorized transactions with direct links to categorize them without leaving the panel
Overdue invoice details including customer name, invoice number, amount, and days past due
Unfiled receipts with a shortcut into the receipt manager
The timestamp and user name of the most recent recorded activity
Pending vendor bills with supplier name and outstanding amount

Links within the detail panel open the relevant section of the client's company directly. You can resolve issues and return to the Accountant Tools list when finished. Reload the list to confirm the health score has improved after your changes.

Note: Clicking a link inside the detail panel switches your active company context to that client's company. Remember to switch back to your own company when you are done working in the client's file if you need to perform tasks under your own entity.

Best Practices

The most productive accountants build Client Health Scores into their standard workflow — using it both as a morning triage tool and as an ongoing performance indicator for their practice.

Morning Triage Routine

Pull up Accountant Tools first thing each morning.
Scan the top of the list for any Red clients or any clients whose score dropped significantly overnight.
Open each urgent client's detail panel, assess the root cause, and either resolve it directly or schedule a call with the client.
Work down through Yellow clients, prioritizing those closest to the Red threshold.
Log any actions taken so other staff members in your firm can see what was addressed.

Weekly Practice-Wide Review

Apply the Issue Filter to find the most prevalent problem type across your entire client base for the week.
Handle that one issue for every affected client before moving to the next issue type.
After clearing all issues of one type, switch the filter and repeat.
Compile a brief status note for any client whose score required significant intervention — use it as a talking point in your next client check-in.

Involving Your Clients in the Process

Explaining the health score concept to clients can meaningfully change their behavior. When clients know their bookkeeping is being actively evaluated, they become more consistent about delivering receipts on time, responding to invoice questions, and logging in regularly. Reference the score in client conversations to reinforce the relationship between their actions and the cleanliness of their books.

Tip: Aim to keep your entire client roster in the Green or high-Yellow range. If the majority of your clients score below 70, consider revising your client onboarding process to establish clearer expectations around bookkeeping hygiene from day one.

Frequently Asked Questions

How frequently does BizBooks Pro recalculate health scores?

Scores are computed on demand each time you open or refresh the Accountant Tools client list. There is no background recalculation on a fixed schedule — the score you see is always drawn from live data at the moment you view the list. If you want the freshest possible score, click the refresh button at the top of the client list.

Is it possible to adjust the scoring thresholds for individual clients?

The current version uses a single set of thresholds based on widely accepted bookkeeping standards. Per-client or per-practice threshold customization is planned for a future release. If you have specific threshold needs for certain clients, submit your feedback through BizBooks Pro support so the product team can prioritize accordingly.

Will my clients be able to see their own health score?

Health scores are exclusively visible to users with accountant or administrative access through Accountant Tools. Clients who log into their own BizBooks Pro company see the standard accounting interface — they have no access to the scoring dashboard. This is an internal practice management resource, not a client-facing feature.

A client's score looks wrong — how do I investigate?

Open the client's detail panel to see each metric scored individually. If you believe a particular signal is triggering incorrectly — for example, an "Uncategorized" tag appearing despite all transactions being categorized — navigate directly into that client's transaction register to verify. Bank import syncs occasionally bring in new transactions that need categorization even if the prior batch was fully resolved. Categorize any new items and reload the list to confirm the correction.

Can I download the health score list as a spreadsheet?

Yes. Use the Export to CSV button in the Accountant Tools toolbar to download the full client list. The exported file includes each client's name, numeric score, color status, individual metric values, and the date and time of the last recorded activity. This is handy for firm-level reporting or for sharing a client status summary with practice partners or supervisors.

How does this feature handle clients who operate more than one company?

Every company is listed and scored independently. If a single client has three separate business entities in BizBooks Pro and you hold accountant access to all three, you will see three rows — one per company — each with its own score and issue tags. Client names are displayed in a way that groups related companies, so you can quickly assess the combined picture for a client with multiple entities.

Need more help? Visit the Help Center index or contact BizBooks Pro support from within the application.