Keep the source beside the draft
Planned document capture keeps the original evidence connected to extracted details and proposed accounting.
FOR ACCOUNTANT / CONTROLLER
Less chasing.
More confidence
in the books.
Work from the source, review what needs attention and keep the reason behind every entry. We’re building connected accounting workflows that reduce repeated preparation while preserving your control.
In development · Planned workflows shown with synthetic examples
Bill reviewCONCEPT PREVIEW
Sample supplier billDraft
Illustrative Supplier Ltd.INV-2026-0142
$1,180.00Source attachedReview required
| Account | Debit | Credit |
|---|---|---|
| Office expense | 1,180.00 | — |
| Accounts payable | — | 1,180.00 |
| Total | 1,180.00 | 1,180.00 |
Review the source. Approve the exact draft.
A subsequent edit would invalidate approval. Posting remains subject to validation and authorization.
Illustrative interface only. No tax treatment is modeled; no journal is posted.
YOUR WORK, IN FOCUS
More time for review.
Less time reconstructing the story.
Review the exceptions that matter
Duplicate checks, missing information and ambiguous matches are intended to arrive in a focused queue with actionable reasons.
Correct with a visible history
The ledger design preserves posted entries. Planned corrections use linked reversals and new entries, with a traceable history.
THE PLANNED EXPERIENCE
One journal journey.
Every step accounted for.
Our next core accounting milestone is a validated draft-to-report journey. The sequence below describes the intended experience.
- 01
Create and validate the draft
Check account eligibility, dates, amounts and source details before submitting for approval.
- 02
Approve the exact revision
Tie the decision to the reviewed draft. A later edit invalidates that approval.
- 03
Post once, with evidence
Recheck authorization and period state. Commit the journal and its evidence together without repeating the financial effect on retry.
- 04
Reconcile and report
Trace the posted journal into the trial balance. Use a linked reversal when a correction is needed.
CONTROL IS A PRODUCT REQUIREMENT
Automation with
clear boundaries.
These are design commitments. Their implementation and effectiveness must be validated before production use.
01
Permissions at the point of action
The intended controls recheck entity access, policy and the exact document revision before a financial action.
02
Evidence that stays connected
Source documents, decisions and linked entries are intended to remain traceable throughout the workflow.
03
Explicit approval where it matters
Payment release and tax-return submission retain explicit authorization. AI cannot grant itself additional permissions.
Will the sample bill post a real journal?
No. The example is a product concept with synthetic USD values. It does not process a document, calculate tax or post to a ledger.
Will every invoice require manual approval?
The intended model allows eligible routine work within customer-approved policies. Exceptions and designated actions require explicit review. Policy execution is still planned.
How will data migration work?
The planned guided setup includes mapping, import previews and opening-balance validation. The process must be proven on supported scenarios before a pilot goes live.
THE NEXT CHAPTER STARTS HERE
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that moves you forward.
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