Controlled client-document intake
See the handoff before the accounting starts.
A fictional workflow demonstration: collect evidence, identify exceptions, and require a named human decision before release.
Synthetic demonstrationNo real client data
This illustrates operating controls—not accounting advice or a production system.
Evidence received
Exceptions found
Human decisionPending review
Required evidenceReceiptControl result
Human review gate
Choose the next controlled action.
Nothing is released automatically. The reviewer accepts, returns, or escalates the case.
Illustrative acceptance test
Measure the work, then decide.
These figures are sample test criteria, not promised savings. A real pilot establishes the client's baseline before any target is approved.
Sample baseline18 minmedian handling time
Sample pilot7 minmedian handling time
Control target100%exceptions routed to reviewer
Bring your real baseline