> ## Documentation Index
> Fetch the complete documentation index at: https://zenofirm.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# See what feeds each client and ask for a new source

> Check which bank feeds, documents, Stripe, Square and Helcim payouts reach a client, see what Zeno did with them this month, reach everything else through your AI, and ask for what is still missing.

Use **Clients → Connections** to see where Zeno gets the information it works
from, client by client. QuickBooks Online is the ledger and your AI client
does the reasoning; the sources on this page are what Zeno reads on the
firm's behalf before anything becomes a plan.

**The result:** you know which accounts and documents reach each client, which need attention, and which missing sources your firm has asked for.

## Read one client

Pick a client at the top of the page, or pick one in the console's client
picker. The page draws three columns:

| Column | What it shows |
| - | - |
| **Sources** | Each bank or card account, with the number of lines it brought in this month; the documents address, with the number of documents that arrived by email; and the client's Stripe and Square accounts, with the payouts they sent this month, and its Helcim account, with the batches it closed. A source you requested appears with a dotted line and **Requested**. |
| **Your bookkeeper** | What Zeno did this month: the share of bank lines a confirmed coding rule coded, the plans waiting for review, and how many rules and knowledge entries it holds for the client. |
| **Destination** | The client's QuickBooks Online company, when Zeno last read it, and how many entries posted this month. |

A source drawn in amber needs a person:

| What it says | What to do |
| - | - |
| **Stopped until the client signs in to the bank again** | Reconnect the login on this page, under the bank card ([how](https://zenofirm.com/docs/cloud/bank-feeds.md#from-a-live-bank-connection)). Lines stopped arriving when the bank asked for a new sign-in. |
| **Needs a QuickBooks account chosen** | Map the account on the bank card below, or ask your AI to. Nothing is staged until it has one. |
| **Paused** | Someone turned the account off on the bank card below. Turn it back on there when its lines should flow again. |

Under the picture is one card per source Zeno reads itself: bank logins,
the documents address, Stripe, Square and Helcim. Connecting, mapping, syncing and
disconnecting happen on those cards and need the owner or operator role;
everyone else sees the picture and the documents address. Payouts themselves
are worked in **Bank feeds**, on the bank line each one made. Anyone with the
console can read this page and ask for a source.

## Read the whole firm

Choose **Whole firm** to see every client against every source in one grid:
feeding, needs attention, requested, or not connected. Select a client's name
to open its picture. Below the grid is the list of what your firm has
requested and when.

## Everything else, through your AI

Zeno reads five sources itself, every day, whether or not anybody is in a
chat: bank and card feeds, the [documents
address](https://zenofirm.com/docs/cloud/documents.md#forward-by-email), [Stripe](https://zenofirm.com/docs/cloud/stripe.md) and
[Square](https://zenofirm.com/docs/cloud/square.md) payouts, and [Helcim](https://zenofirm.com/docs/cloud/helcim.md) card batches.

Payment processors, payroll, spend cards, online stores, shared folders and
mailboxes reach Zeno through the connectors in your own AI client, Claude or
ChatGPT. If your AI connects to an app, Zeno can work with what the AI reads
from it. Ask for a payout, a payroll run or a folder of receipts: the AI
attaches the documents to the inbox and proposes the entries in a plan, and a
person approves them like any other work.

That work happens while you are in the chat. The four sources above are the
ones that keep running when nobody is.

### Mailboxes your AI is not connected to

An AI client connects one Gmail account and one Microsoft account, usually
your own. A client's bills mailbox, or another mailbox of yours, can still
reach Zeno: set up [a forwarding rule](https://zenofirm.com/docs/cloud/documents.md#a-forwarding-rule)
in that mailbox to the client's documents address. Any number of mailboxes can
forward to it.

## Ask for a source

If something you need reaches Zeno neither way, ask for it from this page.

**1. Name the source**

Say what it is, which client it is for or **All clients**, and roughly
how many transactions a month. If you like, say what Zeno should do with
it, for example "split each settlement into sales, fees, refunds, and the
reserve."

**2. Send the request**

It shows as **Requested** for everyone in your firm, and a copy arrives
in your inbox. Asking for the same source for the same client again does
not send a second request.

Zeno replies to that copy when there is news. Requests are how Zeno decides
what to build next.

You can also ask from the chat. Tell your assistant which source you need
and why, and it can file the same request through
[`qb_contact_support`](https://zenofirm.com/docs/cloud/tools#reaching-us) once you approve the wording.

## QuickBooks Desktop workstations

If your firm also links QuickBooks Desktop computers, each workstation
appears on this page as its own destination. Its bank feeds are the
accounts ticked on that computer. Bank feeds are the only source that
reaches QuickBooks Desktop today; the documents address, Stripe and Square
are QuickBooks Online only for now, and the documents address offers
**Request for Desktop**. Helcim is QuickBooks Online only for now. Manage the workstation's
bank logins on [Connections](https://zenofirm.com/docs/quickbooks-desktop/bank-feed.md).


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