Founder Dashboard

Revenue, tax, expenses, payroll readiness, and business operations.

Ready.

Revenue MTD$0.00Sales before tax

Revenue YTD$0.00Sales before tax

Tax Collected YTD$0.00GST/HST shown separately

Pending Expenses0Awaiting approval

Tax Position

People & Payroll

Founder HQ

Master company execution checklist across business, finance, security, platform, products, legal, and launch readiness.

FOUNDER MILESTONE CONTROL

Good morning, Philip.

One place to see what Unigata has completed, what remains, and what is blocking the next milestone.

0% complete

Total Milestones0Company-wide execution ledger

Completed0Checked off

Remaining0Still requires attention

Sprint 1 Open0Expenses, Revenue, Tax, Payroll, HR

Search Status Section

Milestones are saved in this browser. Supabase synchronization is the next Founder HQ backend step.

Personal Drive

Private R2 founder storage with direct browser uploads.

Drop files hereDirect browser upload to private R2.

Ready.

Name	Size	Updated	Actions

Products

Portfolio, product records, lifecycle status, and commercial readiness.

Product Portfolio

Every registered Unigata product in one operational view.

Product Record

Core product identity and lifecycle status.

CodeNameSlugStatus

Commerce & Access

Plans, entitlements, Pioneer policy, and promotions.

Ready.

Product

Plans

Plan Editor

CodeName Plan Type Billing Interval Price centsCurrency Device Limit Public Active

Description

Product

Accepting signups Maximum Pioneers Free Premium during beta Post-launch grace days Preferred discount % Pioneer status permanent Priority support Early feature access Device limit

Promotion Library

Active, scheduled, expired, and draft promotions.

Promotion Editor

Select a promotion or create a new draft.

Promotion Code Display Name Discount Type Discount Value Eligibility Type Active Starts At Ends At

Description

Sales & Revenue

Revenue intelligence, customer payments, tax collected, and transaction history.

Sales MTD$0.00Before tax

Tax MTD$0.00Tax collected

Sales YTD$0.00Before tax

Tax YTD$0.00Tax collected

Revenue Operating Summary

YearSearchStatus

Ready.

Date	Customer	Product	Invoice	Sales	Tax	Total	Status

Recurring Revenue Readiness

MRR, ARR, churn, refunds, and subscription cohort metrics will derive from the platform subscription ledger. Current live sales data is summarized below.

Expenses & Tax

Expense operations, receipt intake, GST/HST, ITCs, rationale, and approvals.

Expense Subtotal YTD$0.00

Tax Paid YTD$0.00

Claimable ITCs YTD$0.00

Pending Review0

YearSearchStatus

Ready.

Date	Vendor	Category	Subtotal	Tax	ITC	Status

Financial Document Inbox

Drop receipts here. Files are staged and attach to a new expense record.

There is no OCR. This tab is named "AI Inbox" and stages files — it does not read them. Nothing extracts the vendor, date, or tax amount; you type those. Your milestone "Add local OCR processing pipeline" is still open, and the name has been writing a cheque the code does not cash.

Drop receipts or invoices here
PDF, PNG, JPG, WEBP · multiple files supported

Expense Record

Transaction

EmployeeDateVendorCategorySubtotalTaxCurrencyPayment MethodProduct / ProjectMerchant Tax NumberInvoice / Receipt NumberITC EligibilityITC %Reimbursable

Business Context

Business Purpose / RationaleNotesReceipt / Invoice

No receipt uploaded.

ITC assessment

Enter an amount and vendor to assess.

GST/HST & Input Tax Credits

Tax documentation: business purpose, merchant tax number, receipt, tax amount, and ITC eligibility are captured on each expense record.

Employees & HR

Complete employee lifecycle management, compensation, benefits, emergency contacts, documents, payroll, and HR operations.

Creating a new employee.

SearchStatus

HR Operating Summary

Employee Vault: the extended private HR profile is stored as structured data under each employee's private R2 HR path.

Personal Information

Identity & Contact

Employee NumberPreferred NameFirst NameMiddle NameLast NameLegal NameDate of BirthGender / IdentityWork EmailPersonal EmailMobileHome PhoneTax Identifier Last 4

Home Address

Address Line 1Address Line 2CityProvince / StatePostal / ZIP CodeCountry

Employment Information

Role / TitleDepartmentManager EmailEmployment TypeStatusWork LocationTime ZoneWork ScheduleStart DateOriginal Start DateEnd DateProbation EndLast Promotion DateNext Review DateOffboarding StatusTermination ReasonWork AuthorizationCitizenship

Compensation

A raise is an event, not a field edit.
Compensation is effective-dated: every change keeps its own period, date and reason. Ontario severance and wrongful-dismissal claims look back at wage history, and payroll records only show what was paid — never what was agreed.

Current

Amount Currency Type Pay Frequency Payroll Status Vacation Policy

Record a change

New amount Effective from Currency Compensation type Pay frequency Reason

Notes on this change

History

From	To	Amount	Reason	Recorded

Health & Benefits

Benefits StatusHealth Plan ProviderHealth Plan NamePolicy / Group NumberMember / Certificate NumberCoverage TypeCoverage Effective DateEmployer Cost / PayEmployee Deduction / PayDental PlanVision PlanLife InsuranceDisability CoverageRetirement / RRSP PlanBenefits Enrollment Deadline

Benefits Notes

Emergency Contacts & Next of Kin

Primary Emergency Contact

Full NameRelationshipMobileAlternate PhoneEmailPriority

Next of Kin

Full NameRelationshipMobileEmailAddressNotes

Secondary Emergency Contact

Full NameRelationshipMobileEmail

Payroll Entries

Employee payroll history and year-end source values.

Pay Date	Income	CPP	EI	Tax

Pay DatePeriod StartPeriod EndEmployment IncomeCPPCPP2EIIncome TaxPensionable EarningsInsurable Earnings

Employee Private Vault

Private employee HR profile and future payroll, tax, benefits, training, and employment documents.

Select and save an employee to initialize the private HR profile.

Private HR Notes & Context

Employment / HR NotesLanguagesLinkedIn ProfileMarital Status

Payroll Year-End

T4, T2200, payroll summaries, and employee year-end preparation packages.

Pay slips are not built. T4 and T2200 produce a JSON draft with a cannot_file_because list — they are not filings and not slips. The three tabs below are decorative; the working buttons are in the table.

Tax Year

Ready.

Employee	Income	CPP	CPP2	EI	Tax Deducted	T4	T2200

Tax-form control: T4/T2200 output here is a preparation package from your payroll and employment-condition records. Final CRA filing must use the applicable CRA process/form for the tax year.

Approvals

Unified operating approval queue. Expense approvals are live; HR, payroll, and procurement approval types will use the same workspace.

Pending0

Expense Reviews0

Needs Attention0

Approved Today—

Website Deployment

Validate, archive, deploy, purge cache, and verify Unigata websites from one controlled workflow.

Ready.

Registered Sites0Cloudflare Pages targets

Production Deployments0Recorded by Unigata OS

Last Deployment—Latest recorded release

Cloudflare APIUnknownServer-side credential status

Websites

Website Configuration

Display Name Hostname Cloudflare Pages Project Production Branch Active Purge hostname after deploy

Notes

Deploy New Version

Website Version Release Notes Public Website ZIP

Deployment safety: ZIPs are validated before Cloudflare upload. Obvious backend/secret files such as Edge Function sources, SQL migrations, .env files, and service-role material are rejected.

Deployment History

Created	Website	Version	Status	Files	Cloudflare Deployment	Cache Purge

Administration

Connect this browser session to the protected Unigata Platform Admin API.

API URL Admin Secret

Not tested.

GST/HST registration

This single flag decides whether any ITC in the system is legally claimable.

Registered for GST/HST GST/HST number Registered effective Accounting method

Vendors

Registration status decides ITC eligibility. A number ending RT9999 is CRA's simplified regime — their GST/HST is not recoverable.

Name Country GST/HST number Verified on

Vendor	Country	GST/HST	Regime	Verified

Records & Export

Everything CRA can ask for, for any period, six years back.

Period From To

Pick a period and load.

Sales—before tax

Expenses—before tax

Payroll entries—pay events in period

Audit events—who changed what

Tax position for the period

What this data cannot tell you

Record sets

Each exports as CSV with the columns an accountant expects.

Audit trail

Every change, with old and new values.

When	Actor	Action	Entity	Changed

WasteWise Municipality Requests

Inbound municipality interest captured from the public website.

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Platform Foundation

Portal architecture foundation.