A clearer next step.
A decision you can trace.
Review overdue invoices, prepare a follow-up, and approve the exact changes to your records. Every proposal and outcome has an audit trail.
See the workflow with sample invoices
Start with fictional records, including a suspicious customer message. See what the assistant suggests and what the policy allows.
Ask your workspace operator for an ID and an access token.
Today’s follow-ups
Track the next action and its owner. A promise is a customer claim; the accounting balance remains the source for payment.
Import invoices · CSV or XLSX
Required columns:
id, customer, amount, issued, due. Optional:
currency, status, contact, note, email_subject,
email_body. IDs use F-2026-031. Existing IDs are
skipped, including their notes; uploads never overwrite a
reviewed record.
Format options for your accounting export
Your invoices
Decide what changes
Review the exact fields and the assistant's reasoning before deciding. Approving a reminder records it in this workspace; nothing is sent. Send the reviewed message through your own mail system.
A record of each decision
The chain detects changes relative to its saved head. Keep an exported head outside this service to check against it later. An operator who controls the database can rewrite an unanchored chain.
Workspace access
An access token is a credential. Create a separate token for each reviewer or viewer. The audit identifies the token that approved a change; this workspace does not verify a person's identity through SSO.
Your signature for copied drafts
The model signs every draft with placeholders such as [Su nombre] and [Empresa], because nothing tells it who is writing. Fill these in and the text you copy carries your name instead. Kept on this device only, never sent to the server. The proposal held for approval keeps the model's exact text; your name enters the record only through Edit reminder for approval, where it is filled in for you to review.
Accounting source · Xero
Read-only accounting access. Nothing is sent to Xero. Existing notes and follow-up decisions remain local.Verified workforce members
Use the subject identifier issued to this application by your identity provider. Email addresses do not grant access.
Stop new work
Stopping blocks proposals and execution. A stopped workspace can be reopened no earlier than the following day. Records and exports stay accessible.
Delete workspace data
Export anything you need to keep. Deletion removes active records, the approval queue, audit history, checkpoints and access tokens. Backups follow the operator's retention policy.