How it works

Every step is posted to the ledger.

Nothing happens off the books. Each action — the upload, every cleaning fix, the reconciliation, the sign-off — is logged, reviewable, and traceable back to the file your client sent. Read it top to bottom.

Reconcile a file→See the trust layer
The posting journal

One file, six posts, a signed result.

  1. 01
    post 01logged

    Drop the export

    Upload the messy CSV or XLSX — bank, POS, payroll, commissions. The raw file is stored immutably, so there's always a source to trace back to.

  2. 02
    post 02profiled

    We read its shape

    File2Insight profiles every column — types, roles, distinct values, the dates in four different formats — and flags what looks off.

  3. 03
    post 03reviewed

    Approve each fix

    Cleaning is proposed as diffs, not applied silently. You approve or reject line by line; rejects undo instantly. Nothing changes without your yes.

  4. 04
    post 04✓ matched

    Totals tie to source

    The cleaned total is reconciled against the raw source total. Match and it's stamped. Break and you see exactly which rows moved the number.

  5. 05
    post 05signed

    A reviewer signs

    A pack can't be released until it reconciles and a reviewer signs off. The signature and the receipt become the client-facing artifact.

  6. 06
    post 06scheduled

    Rerun next month

    Save the run as a recipe. Next month's file replays the same approved steps, then shows you this-month-vs-last with any drift surfaced.

Why this order

Reconciliation comes before the chart, not after.

Most tools clean your data, draw a chart, and hope the numbers are right. We invert it: the total has to tie back to source before anything gets presented. A pretty dashboard built on a number that doesn’t reconcile is worse than no dashboard.

That’s why sign-off is gated on a matched reconciliation, and why the receipt travels with the pack. When a client asks “why did this number change?”, the answer is already written down.

See it tie out on your own file.

Upload a real monthly export and watch all six posts land — free to start, no card.