Jordan Rivera/Personal & business
Demo workspace
A LITTLE CLARITY. A LOT OF PEACE OF MIND.

Portal Center

Your important connections, all together.

3 accounts need your attention: DDEC / Puerto Rico Incentives, Municipality / Patente Municipal, Credit Card.

Hacienda / SURI

Connected

Puerto Rico Treasury · income tax, IVU, withholding, notices
Oceanline Ventures LLC
Last verified Oct 5
Account reference •••• 4821

DDEC / Puerto Rico Incentives

Needs Reauthorization

Act 60 decree and annual reports
Personal
Last verified Aug 30
Account reference •••• 0193

Puerto Rico Department of State

Manual

Entity registration and annual reports
Oceanline Ventures LLC
Last verified Sep 12

CRIM

Manual

Municipal property tax
Personal
Last verified Jul 18

Municipality / Patente Municipal

Needs Authorization

Municipal license (San Juan)
Oceanline Ventures LLC
Not yet verified

IRS

Connected

Federal taxes and filings
Oceanline Technologies, Inc.
Last verified Oct 1
Account reference •••• 3344

QuickBooks Online

Connected

Bookkeeping and financial statements
Oceanline Ventures LLC
Last synced 12 minutes ago

Open

Bank Account

Connected

Operating checking · Banco Popular
Oceanline Ventures LLC
Last synced today
Account reference •••• 7731

Credit Card

Access Issue

Business card · American Express
Oceanline Technologies, Inc.
Last synced Sep 28
Account reference •••• 1009

Gusto

Connected

Payroll
Oceanline Technologies, Inc.
Last synced yesterday

Open

Stripe

Connected

Customer payments
Oceanline Technologies, Inc.
Last synced 1 hour ago

Open

Charles Schwab

Manual

Personal brokerage
Personal
Statement received Oct 2
Account reference •••• 0972

Crypto Wallet

Manual

Cold storage wallet
Personal
Balance checked Oct 1
Ledger cold storage · Ethereum

Carta

Connected

Cap table
Oceanline Technologies, Inc.
Last synced Oct 4

Open

Google Drive

Inactive

Shared finance folder
Oceanline Ventures LLC
Last synced Jun 30

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