Product guidance
Help Centre
Understand what each workspace is for, when to use it, and where its controls lead. These guides explain the workflow without changing any customer data.
Every workspace
14 guides◎
Today
Start here
A calm summary of overdue, high-priority and newly assigned work across the customer.
Example: See which store exception needs attention before opening its full record.
Open Today →◫
Daily Audit Report
Daily work
Record and review a store’s daily figures, compliance, observations, actions and evidence-linked report.
Example: Enter net sales and cash, then review calculated exceptions before saving.
Open Daily Audit →✓
My Work
Review
One priority queue for assigned evidence reviews, discussions, reconciliations and controlled approvals.
Example: Filter to “Assigned to me” and open the oldest high-priority item.
Open My Work →▣
Document Inbox
Evidence
Upload private originals, review AI extraction beside the source, and detect duplicate files by fingerprint.
Example: Upload a receipt image and verify each extracted amount against the original.
Open Documents →◈
Damage Verification
Evidence control
Compare extracted damage-receipt quantities with products visible in timestamped store photographs.
Example: A receipt says four puffs; photos show three, so the difference becomes an exception.
Open Damage Verification →✦
Audit Assistant
Read-only AI
Ask tenant-scoped questions about authorised audit data. It explains records but cannot approve or edit them.
Example: Ask “Which items need attention?” and follow its citations to the source workspace.
Open Assistant →◌
Discuss
Collaboration
Keep questions, answers, assignments and voice notes attached to the audit trail.
Example: Ask a store manager to explain a missing deposit and retain the response.
Open Discuss →≡
Ledger
Accounting
Prepare mapped journal proposals, review trial balances and enforce accounting-period locks.
Example: Preview a journal, then require an independent checker before posting.
Open Ledger →⌖
Controls & Sampling
Governance
Design versioned audit rules and preview reproducible samples before independent approval.
Example: Test a cash-variance rule against sample JSON before proposing its immutable version.
Open Controls →◇
AI Quality Centre
Administration
Monitor provider quality, spend, failure classes and safe retries without concealing the original result.
Example: Compare image-extraction failures by model before changing the tenant default.
Open AI Quality →⌁
Local Tools
Privacy
Run selected PDF, OCR and data utilities inside the browser when material should stay on the device.
Example: Inspect a document locally before deciding whether to add it as evidence.
Open Local Tools →▤
Storage & Backups
Client administration
Review private evidence storage, retention, backup checksums and preview-first restore rehearsals.
Example: Preview a restoration candidate and compare its checksum before authorising recovery.
Open Storage →⚙
Client Setup
Client administration
Connect an ERP, map its fields and manage customer-specific evidence storage. Credentials stay encrypted.
Example: Preview a provider response, map invoice_total to Net sales, then sync.
Open Client Setup →▦
Inventory Assurance
Daily control workspace
Review ERP-sourced items, provenanced movements and derived balances; open blind phone counts that remain resumable offline and require independent recount and decision.
Example: Open a store count, let staff scan quantities without seeing expected stock, sync the phone draft, then assign variance lines to another reviewer.
Open Inventory Assurance →◧
Admin Console
Super administration
Manage customers, people, roles, feature access, AI configuration and system activity.
Example: Reset a user password and require a change at their next sign-in.
Open Admin Console →No matching guide.
Try a task such as “upload receipt”, “approval”, “period lock” or “AI cost”.
Try a task such as “upload receipt”, “approval”, “period lock” or “AI cost”.