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 monthly close, on autopilot

Messy files in. A signed pack out — in five moves.

You bring the exports your clients already send. File2Insight turns them into a reconciled, signed, recurring monthly report — with proof at every step.

  1. ↧01

    Source inbox

    Drop the month's messy exports — bank, bKash, Tally, POS, Excel, invoices.

  2. ⇄02

    Recognize & map

    Adapters detect each file and map its columns to canonical finance fields — automatically.

  3. =03

    Reconcile

    Every total is proven back to source. Anything that doesn't tie becomes a blocker.

  4. ✓04

    Review & sign

    A human approves. No sign-off until the numbers reconcile — or are explicitly waived.

  5. ▤05

    Report pack

    A signed, shareable monthly pack — sales, cash, tax-ready — with a full audit trail.

How the agentic system works

Agentic, but never reckless.

An AI that plans and explains, deterministic tools that calculate and reconcile, and humans who approve what matters. No black box ever touches your totals.

Plan

The AI proposes

Routes intent, detects sources, suggests mappings, drafts commentary, explains caveats — and asks when it's unsure.

Compute

Deterministic tools decide

Parsing, reconciliation math, aggregations, tax sums, rendering. The numbers are computed, never guessed.

Approve

Humans sign off

Material changes and sign-off need a person. The trust gate is the only path that writes to your books.

Nine specialist agents, one trust gate

IntakeSchema mappingCleaningReconciliationAnalysisReport packCompliance summaryReviewerMemory
Mission

Give every small business a trustworthy monthly close from the messy files they already have — no data team required.

Vision

To be the trust layer between messy financial files and the reports the world relies on.

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.

How it works — File2Insight