Feature

Source files enter a controlled path. The ledger waits.

Bank statements, CSV exports, Plaid imports, and manual entries all arrive as drops. Each drop is extracted, split into commits, and staged. Raw lines are preserved. Nothing writes to the ledger until finalization.

From source file to staging workbench in four steps.

01

Drop arrives

A file upload, Plaid sync, or manual entry creates a drop. The system assigns a commit_category (one of 44 types).

02

Extraction

The parser reads raw lines. Each stored as raw_line (frozen) and line (working copy).

03

Split

Large drops are split into commits. A payroll file with multiple pay periods becomes several independent commits.

04

Staging

Each commit lands on the staging workbench. Analysis begins: mapped, reconciled, classified, segregated, reviewed.

Every source file gets the same controlled treatment.

Upload once. Stage, review, finalize.