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Model status
Current connection

AI not connected — disconnected; deterministic tools available

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Records / Reconciliation workspace

Reviewed statement mapping

Map statement columns and inspect the result before import.

Page guide
Observation, matching and reconciliation are separate
On this page 2

Statement reconciliation · Boundary checks

Local synthetic CSV evidence only. Import never creates cash or receipts, verifies a bank, grants consent or reconciles an action.

Reusable parsing profiles

Profiles remember column/date/number rules only. Choose the account and period for every upload.

Filter & selectionSelections change this view.

Map and preview a file

UTF-8 CSV, up to 1 MiB and 100 nonzero transactions. No grouping separators, currency symbols or inferred dates. A header-only CSV declares zero activity; this assertion still needs boundary/source review.

File importKeep the file format and source requirements in view.