Source adapters
Recognizes bKash, Tally, Vyapar, bank and POS exports — or any CSV/XLSX — and knows what each column means.
The trust layerNot chat with your data.
Not chat with your data.
Proof you can sign.
Cleaning is commodity. What firms can’t buy elsewhere is governance: reviewable fixes, totals that tie to source, and a sign-off that travels with the pack. That’s what File2Insight is.
The agentic monthly close
Everything a close needs — and the proof to sign it.
From the messy exports your clients already send to a signed, shareable pack. Every capability is reviewable, reconciled, and auditable — the AI proposes, deterministic tools compute, a human signs.
Auto canonical mapping
Maps every source column to canonical finance fields; multi-column tax (CGST+SGST, split VAT) sums correctly.
Reconciliation gate
Proves totals tie back to source. If a number doesn't reconcile, the close is blocked — no sign-off on broken books.
Human sign-off
A reviewer approves material changes and signs the close. The trust gate is the only path that writes.
Signed report pack
A grounded monthly pack — sales, cash, tax-ready summary — as a shareable link or PDF with a full receipt.
Recurring & durable
Next month, drop the new files — same recipe. Every agent run is persisted and fully auditable.
Reviewable cleaning
Fixes you approve, never silent rewrites.
Every cleaning step is proposed as a diff — old value, new value, the reason. Approve or reject line by line, and undo anything. The file you sign off is the file you reviewed.
Proposed fix · column “date”
“Mar 2, 2026”was
2026-03-02now
ApproveRejectundoable
Source-total reconciliation
Proof the number ties back to the file.
Raw total versus cleaned total, side by side, with a matched or broken seal. If a figure moved, you see precisely which rows moved it — no black box, no hand-built Excel check.
Source reconciliation
- Raw total (uploaded)
- $1,240,012
- Cleaned total (after fixes)
- $1,240,012
142 refund rows excluded · 0 unexplained✓ Matched
Reviewer sign-off
A name on a number you can defend.
A pack can't be released until it reconciles and a reviewer signs. The signature and the transformation receipt become the client-facing artifact — accountability built in, not bolted on.
Release recordreleased
JO
Signed by J. Okafor, CPA
Mar pack · reconciliation matched
Receipt attached · traceable to source
And everything around it
The whole monthly close, governed.
Exception queue
Rows that can't be auto-resolved land in a queue to clear by hand — nothing is quietly dropped.
Recurring packs
Save a run as a recipe; next month's file replays the same approved steps unattended.
Transformation receipts
Every pack ships an auto-generated receipt of what changed and why — the audit answer, pre-written.
Version compare & drift
This month vs last, with unexpected movement flagged before it reaches the client.
Anomaly alerts
Spikes, gaps, and sign flips surface on refresh so surprises don't.
PII masking
Sensitive fields are detected and masked before anything reaches a model. Privacy-first by default.
Shareable read-only packs
Send a client a clean, link-only view — reconciliation front and center, no account needed.
Saved recipes
Reusable cleaning mappings per client and file type — reviewed procedural memory, not guesswork.
Bring the file that never ties out.
The messy non-ledger export you dread every close — upload it and watch the trust layer go to work.