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Offline sync

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

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Reviewed importsSample company
Receipt extracted$8,500
Possible existing matchReview

Resolve before accepting

Validation and duplicate review precede canonical record acceptance.

How do files enter the same system as connected data?

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

Duplicate matching
Comparing candidate records to identify possible repeated evidence before accepting an import.
What it works with
Supported uploaded expense, revenue or bank-statement files, extracted fields and potential matches.
What you get
Reviewed records committed to canonical models after validation and duplicate resolution.

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. Upload a supported file through the authorized ingestion flow.
  2. Review extracted fields, validation results and potential matches.
  3. Resolve duplicates and accept supported records into canonical models before using them as operating context.

A concrete example

Illustrative, not customer data.

How do files enter the same system as connected data?

An imported receipt resembles an existing transaction. The reviewer resolves the possible match before accepting it; extraction alone does not create authoritative accounting.

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 offline sync

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 supported uploaded expense, revenue or bank-statement files, extracted fields and potential matches. 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.

Notifications

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

See the work in context.

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

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