BellPath OS client command center

Total Command Center Pro

Your client-ready command center for scan-import routing, taxes, sales, marketing, investments, debt, Compass and work records, side-hustle records, home/car/pantry, and always-on BellPath AI.

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Open alerts

Starts clean for a new business.

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Imported docs

Scan receipts, pay stubs, statements, or contracts.

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Connected accounts

Add Plaid, Supabase, Stripe, and AI keys in setup.

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Agent tasks

AI actions appear after setup and sync.

Daily command

Start with the highest-value action.

Connection readiness

White-glove setup status

AI providersOpenAI, Anthropic, Gemini, or Perplexity keys.
Key fields
Business dataSupabase auth, storage, sync, and owner records.
Verify
PaymentsStripe checkout, webhooks, products, licenses, and coupons.
Verify
BanksPlaid bank and brokerage linking when credentials are saved.
Verify
Demo modeCustomer trials stay separate from live business records.
Separate
Risk and control

Risk, records, and next actions.

Alerts, payroll, documents, accounts, pantry, support, and profit reports start clean and update through the shared sync layer.

BellPath map

Money, Work, Home, and Business.

Use the four operating lanes to move quickly from a need to the right BellPath workspace.

Scan

Scan Import Center

Upload receipts, pay stubs, statements, side-hustle client docs, or screenshots and route them to the right workspace.

Open
Invest

Investment Studio Pro

Live quotes, watchlists, portfolio notes, account framework, education-first research, and risk checks.

Open
Market

Marketing Pro

Campaigns, offers, funnels, content calendar, customer segments, first comments, and sales follow-up.

Open
Hustle

Side-Hustle Ledger

Client pipeline, appointment prep, job notes, revenue tracking, follow-ups, documents, and compliance reminders.

Open
Compass

Compass

Postal rights, time/pay, route notes, take-home estimates, and daily carrier operations.

Open
Debt

Debt Center

Debt payoff, creditor notes, disputes, settlement tracking, interest, and cash-flow priority.

Open
Core apps

Open the main BellPath tools.

Jump into investing, debt, route, compass, and grievance workspaces from one command center.

Business intelligence

Reports & Profit Intelligence

Review sales, marketing, tax, graphics, CSV imports, exports, and analysis in one dashboard.

Open Reports Center