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Notifications

Bring relevant status, exception, and workflow prompts to the team without treating alerts as authority.

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Work with a clear ownerSample company
Outstanding invoice$8,500
Follow-up assignedReview

Open the authoritative record

A prompt or completed task is not proof of a payment, approval or posting.

Which prompt should I investigate next?

Financial work becomes hard to trust when handoffs, reminders, imports, and exceptions are managed in untraceable side channels.

Notification
A prompt to inspect information or take a supported next step, not financial evidence itself.
What it works with
Available product status and workflow prompts, with the underlying workspace context.
What you get
A starting point for review, not proof that an approval, collection or posting occurred.

How the work progresses

Who uses it

Founders, business owners and finance teammates who need a clear operating picture and a reviewable next step.

  1. Review an available status or workflow prompt.
  2. Open the underlying record in the authorized workspace.
  3. Confirm the real state there before acting; a notification is not proof of posting or approval.

A concrete example

Illustrative, not customer data.

Which prompt should I investigate next?

A prompt about an outstanding item leads the user back to that item's authoritative workflow. Do not assume email, push or external delivery unless the configured capability explicitly supports it.

Explore the sample company

What still needs judgment

Notifications are prompts, not accounting evidence or approval. Imported extraction can be incomplete or wrong and must be reviewed before accepted records enter canonical models.

AI may assist extraction, matching, and summaries, but cannot bypass validation, complete approvals, post accounting, or commit unsupported authority.

Available workflows depend on your plan, permission scope, configuration and supported data. Compare plans before choosing.

Before you use notifications

Can I explore this before connecting company data?
The public demo is a fixed, read-only sample company. It illustrates supported product areas without creating an account or accessing customer data; it is not proof that every configured workflow is available in the tour.
What should I verify before relying on an output?
Confirm scope, source coverage and timing. For this capability, review available product status and workflow prompts, with the underlying workspace context. An operating status or AI explanation does not replace the required review of accounting evidence.
Does an explanation automatically authorize a financial action?
No. AI may assist extraction, matching, and summaries, but cannot bypass validation, complete approvals, post accounting, or commit unsupported authority.

Continue the workflow

Tasks

Coordinate review steps around the relevant financial workflow instead of relying on disconnected reminders.

Offline sync

Extract, review, match, and commit supported files into canonical financial models.

See the work in context.

Explore a read-only sample company, or start with your own supported data.

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