Dashboard
Operational figures come from this development environment. Website analytics remain in the live marketing system and are not copied into the audit database.
Needs attention
Customers
| Customer | Plan | People | Days | Last activity | Evidence |
|---|
People
Everyone who can sign in, across every customer.
| Person | Role | Customer | Last signed in | State |
|---|
Demo requests
Everyone who asked for a demo, and when you are seeing them.
The diary
Development data only| When | Who | Meeting link | Booking |
|---|
Document inbox
Uploaded evidence, classification status and review exceptions.
| Document | Customer | Type | Status | Uploaded |
|---|
Reconciliation
Daily operational controls with independent evidence and reviewer decisions.
Control workflow
1. Daily entryOperational source
2. Evidence inboxBank, POS, invoices, inventory
3. AI extractionClassify and prepare fields
4. Deterministic controlsCompare expected and actual
5. Reviewer decisionResolve with evidence trail
Built-in controls
Sales vs tender
Cash vs deposits
Card/UPI vs settlement
Out vs received
Loss vs evidence
Maker-checker
The reconciliation engine is inside each customer’s daily audit workspace. This console supervises evidence readiness and exceptions without creating a second source of truth.
AI configuration
One secure provider configuration powers document extraction and the Audit Assistant for each customer.
Provider connection
Checking…Where this connection is used
Classification and extraction
Tenant-scoped Q&A
User-controlled per question
Disabled
SHA-256
Maker-checker
The API key is encrypted at rest and cannot be displayed after saving. AI can prepare and explain evidence, but it cannot approve records or issue the final audit opinion. Model input support varies. Text PDFs can use the free parser; select paid OCR only for scanned PDFs that genuinely need it.
Activity
What has happened on the system, newest first.
| When | Who | Customer | What | Target |
|---|
My account
Change my password
Maintenance
Storage and audit services report their current configuration below.
Cloudflare D1
Cloudflare R2
Enabled
Development