Alto — Internal Tools

Internal Tools

KPI dashboard and billing period management.

Airtable API Key Remember me on this device

Settings → Developer Hub → Personal access tokens
Needs data.records:read and data.records:write scope on Alto.

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Current Period

Billed --

Collected --

Outstanding --

Collection Rate --

Active Clients --

No invoices need attention

Submitted

Claim Entered

Awaiting eTransfer

Paid

Avg Turnaround

--days

Where the money comes from

Method	Active	Billed	Collected	Rate

Collection progress

Collected

Outstanding

FSCD — Direct Billing Breakdown

Total Invoiced --

Government Funding --

Careseeker Portion --

Remittance received--

Still awaiting from FSCD--

Careseeker prepaid--

CC remainder to charge--

Clients awaiting remittance--

Clients fully settled--

Avg reimbursement rate--

Outstanding by stage

Not Signed

Declined

Partial Coverage

Debug Log ▶

New Period

Creates invoice stubs for a new billing period — client list pulled live from Airtable

New Period Name * Must match exactly — this becomes the Invoice ID suffix

New Period Record ID or URL * Expand the period record in Airtable and paste the full browser URL here

—Total clients

10Per batch

~30sEst. time

0 / 0 0%

✓ All stubs created — update the Current Period view filter in Airtable to start working

API key from sign-in — never stored separately Active clients pulled live from Airtable

Balance Sync

Paste the Alto outstanding list — amounts sync directly to Airtable

Period Name * Must match exactly — used to find the right invoice stubs in Airtable

Alto Outstanding List * Each client is 6 lines: name, email, invoice total, payments, refunds, outstanding. Header lines are ignored automatically.

0 / 0 0%

✓ Sync complete — amounts written to Airtable

Matches by client name against Invoice ID