Reconcile & validate
Match records, calculate breaks, test tolerances, and route exceptions.
CAPABILITY SYSTEM
Specific operations. Concrete deliverables.
Every workflow connects a known input to a governed operation and a reviewable result.
Audit & trace
Test formulas, mappings, transformations, supporting evidence, and revision lineage.
Clean & transform
Normalize inconsistent structures while preserving source context and transformation logic.
Model & automate
Build controlled calculations, scenarios, schedules, and repeatable workflows.
Report & explain
Turn governed data into management reporting, dashboards, and decision narratives.
Generate & convert
Create professional, source-linked deliverables across supported business formats.
DECISION-READY OUTPUT
Professional artifacts, not raw AI output.
These fictional samples demonstrate the intended reporting standard. They are not customer results or claims of released functionality.
RECONCILIATION SAMPLE
Bank-to-ledger control
A matched-control view that isolates timing differences, processor breaks, and unresolved cash activity before close.
Transactions4,286
Auto-matched96.8%
Open items12
Control areaStatusEvidence
Operating cashMatchedSource referenced
Deposits in transitReviewTiming difference
Processor clearingValidatedWithin tolerance
BUILT TO EXPAND
Beyond the first installer. Without rebuilding the foundation.
These capabilities are part of the governed product architecture and expansion path. They are not all included in the first private-beta installer.
Secure packages
ZIP, folder, archive, and governed multi-file ingestion
Portable projects
Complete .xlpilotproj export, import, recovery, and relinking
Document intelligence
PDF, DOCX, PPTX, images, screenshots, and governed OCR
Connected systems
PostgreSQL, SQL Server, REST APIs, cloud drives, and federated sources
Report design
Full theme library, custom branding, and Report Designer
Excel client
Native Office.js task pane powered by the same Core Engine
Web workspace
Projects, governed dashboards, artifacts, and authorized sharing
Enterprise control
Identity, collaboration, policy, retention, and audit administration
One Core Engine. Multiple data sources. Desktop now, Excel and web clients on the same governed foundation.