Finance Ops Agency

Upload invoices + bank statement → agent reconciles
Open CFO dashboard →
⚠ Reconciliation backend not reachable. The upload agent runs on a local machine reached over a Cloudflare Tunnel — it needs to be online for uploads to process. The dashboard below still shows the last reconciled run.

1 · Upload documents

📄 Invoice files
PDF, DOCX, or images — any layout. Drag & drop or click.
🏦 Bank statement
One CSV with columns like txn_id, value_date, credit_amount, narration.

3 · Result

Invoices
Matched
Exceptions
QA
InvoiceClientRuleExpectedCreditedReason
Open live CFO dashboard →