Workspace/Reconciliation
Local demo
A LITTLE ORDER. A LOT OF CLARITY.

Every number.
Accounted for.

Bring your records together. We’ll surface what needs a second look.

⇌
October location reportsIncoming reports compared with your reference ledger.
SESSION WORKSPACE
Records checked ↗—Every incoming record, accounted for
Already aligned ✓—Exact amount and location matches
Need your attention ↗—A few details to put in place

Let’s bring it into balance.

Your review queue is ready.

Record / locationIncomingReview statusOpen
USD · Match by record ID
MAKE ROOM FOR CLARITY

Bring your numbers
into the same room.

Compare an incoming CSV with a reference CSV. Use record_id, location, amount as column headers; amounts are USD with up to two decimal places.

Choose either or both files. Unchanged files keep their current data. PDF extraction and email connections are planned, not connected in this prototype.
A LITTLE CONTEXT

Every choice, in view.

Your decisions from this browser session.
WELCOME TO RECONCILE

From scattered
to settled.

  1. Start with the difference.

    Demo reports are already loaded. Select a record to see both sources.

  2. You make the call.

    Keep the reference, accept the incoming record, or exclude a duplicate. Every decision can be undone.

  3. Leave with a clean result.

    Resolve all exceptions to export one reconciled CSV.

This local prototype uses deterministic comparisons, not AI extraction. Records and review history reset when you reload.