Reviewable cleaning
Every fix lands as a diff you approve or reject — never a silent rewrite. The file you sign off is the file you saw.
The agentic monthly closeMessy files in.
Messy files in.
Reconciled truth out.
File2Insight runs the monthly close from the exports your clients dump on you: the AI proposes, deterministic tools compute the numbers, and you sign. Every number ties back to source — no black boxes.
- · Reviewable cleaning diffs
- · Source-total reconciliation
- · Reviewer sign-off
The unserved pain
The exports no ledger tool will reconcile for you.
Bank statements, POS settlements, payroll runs, commission sheets — messy, non-ledger files that still have to tie out at close. Today that’s a hand-built Excel reconciliation every month. We turn it into a reviewable, repeatable, signed monthly close.
The trust layer
Not chat with your data. Proof you can put your name on.
Source-total reconciliation
Raw total vs cleaned total, side by side, with a matched/broken seal. If a number moved, you see exactly why.
Reviewer sign-off
A pack can't ship until it reconciles and a reviewer signs. Your name goes on a number you can defend.
From upload to sign-off
Walk the whole flow →Four steps. One reconciled pack.
- 1
Drop the export
Bank, POS, payroll, commissions — the messy CSV/XLSX no ledger tool will touch.
- 2
Review the diffs
We propose cleaning; you approve line by line. Nothing changes without a yes.
- 3
Watch it reconcile
Cleaned total ties back to source and gets stamped ✓ Matched.
- 4
Sign and reuse
Sign off, share the pack, then rerun next month's file against the same recipe.
Put your name on a number you can defend.
Upload a real monthly file and watch it reconcile to the cent. Free to start — no card.