Capabilities
Six domains. One mission record.
Each tool is labeled by where it runs.
- Works in browser
- Local engine only
- Simulation
- Planned
01
Financial Data
Prepare transaction files for bookkeeping, with every balance checked before anyone relies on it.
CSV parse and preview
Works in browserReads a statement CSV in your browser. The file never leaves the page.
Running balance check
Works in browserRecomputes each balance from amounts and flags every mismatched row.
Bank PDF text extraction
PlannedAdapter pending. No PDF parsing runs on this site.
Local OCR
PlannedNot connected. Scanned statements are not read here.
CSV to QBO, QBO or OFX to CSV
Works in browserUse the local browser financial tools to review transactions and convert files. Compatibility depends on the accounting application.
02
Business Data and CRM
Reconcile contact and account records with a person approving every merge.
CRM cleanup
Local engine onlyUp to 2,000 rows, 12 columns, 2 MB UTF-8 CSV, run in a separate local engine.
Document indexing
Local engine onlyScoped to a declared folder and file types. Not hosted here.
03
Engineering
Bounded patches with tests that fail first and pass on the exact state.
Coding agent evaluations
SimulationSynthetic fixtures with independent verifier results.
04
Sales
Qualify leads, draft proposals and hold unapproved outreach.
Lead qualification lab
SimulationDeterministic rules on synthetic leads. Nothing is sent.
05
Research and QA
Claims that need sources, and pages checked against a written scope.
Browser QA audit
Local engine onlyScoped page checks in a separate local engine.
Two-source research briefs
PlannedNot built yet.
06
Operations
Plan and approve runbooks. Sandbox execution is not yet connected.
Mission planning and approval
Works in browserPlans, saved drafts, status and comments for signed-in operators.
Sandbox runbook dry runs
PlannedConcept only.
Finance tools
Check a statement's running balance
Choose a CSV with Amount (or Debit and Credit) and Balance columns. Parsing and checks run in this tab. No file is sent to a server.
Read in this tab only. Max 2,000 rows, 12 columns, 2 MB.
Need QBO, XLSX, JSON or QIF? Open financial conversion tools. Files are processed in your browser, not uploaded.
Export formats
- CSV Balance check report downloadWorks in browser
- XLSX Reviewed transaction worksheetWorks in browser
- JSON Reviewed transaction dataWorks in browser
- QBO Account data, may need external import checksWorks in browser
- OFX OFX import works; direct OFX export not implementedPlanned
- QIF Legacy accounting interchangeWorks in browser
Glossary
- QBO
- QuickBooks Web Connect file, an OFX variant with an Intuit bank ID.
- OFX
- Open Financial Exchange, an XML or SGML transaction format.
- QIF
- Quicken Interchange Format, an older line-based format.
- Running balance
- The account balance after each transaction, in order.
- Debit and credit
- Money out and money in from the account holder view.
- Reconciliation
- Matching your records to the bank's, line by line.