How It Works
It Does the Work, Then Proves It
The whole idea is simple: every number is traceable to its source, the coworker flags the judgment calls it's unsure about, and it all runs inside your firm—no client data leaves, no third-party AI. So you get work done and a reason to trust it, confidentially, in the same pass.
| Task | What It Does | How It Verifies |
|---|---|---|
| Stripe → bank reconciliation | Match every payout to a deposit; surface the ones that don’t tie | Exact matching + balance-tie tools; unmatched lines flagged for you |
| Burn & runway | Net monthly burn, months of runway at current spend | Deterministic aggregation over your actuals; assumptions shown |
| Monthly close | Roll up the period, catch what doesn’t balance | Tie-outs (debits = credits); anything ambiguous escalated, not guessed |
| Ask your data | Answer a question over your spreadsheet or export | Runs a query and shows it; the answer arrives with its working |
The Two Things That Make It Safe
The coworker runs every calculation as an exact tool call, and it flags what it's unsure of—so you get work that's verifiable by construction and honest about its own limits.
Show your work
Every calculation is an exact tool call
The coworker's strength is knowing exactly which tool each step needs and composing it. Every figure is produced by an exact, deterministic tool call and traces back to the precise call that made it—auditable by construction, not asserted from memory.
Know what you don’t know
A trust signal that flags and escalates
A per-step check reads the model's own internal state to catch looks-right-but-wrong work and route it to you—instead of letting a confident wrong answer through. Uncertainty becomes a flag, not a silent error.
Start With What You Have
The workspace is the coworker's home. Import a spreadsheet or CSV and it works right there—no connectors, no migration. Wire up your live tools later, once it's earned its place.
| Bring your data as | Status |
|---|---|
| Spreadsheet / Excel | ✅ upload and go |
| CSV export | ✅ upload and go |
| Stored workspace DB | ✅ built in |
| Stripe, QuickBooks, Xero… | Connect later as you grow |
Your data stays yours. The coworker reads and drafts—it never writes to your source systems without your approval.
From Spreadsheet to Verified in Minutes
Import
Minute 0
Drop in a spreadsheet or CSV. No integrations, no migration, no IT ticket.
Hand off
Minute 1
Pick a task—reconcile Stripe to the bank, compute runway, close the month.
It works
Minutes
The coworker composes exact tools, does the multi-step work, and shows every number’s source.
You confirm
Your call
It flags the judgment calls it’s unsure of. You approve; it never writes on its own.
It reports up
Live
Verified results roll into a director view—confidence daily, not quarterly.
You Stay in Control
A coworker is a force-multiplier, not a replacement. You touch only the flagged exceptions and sign off on every write.
Draft-only, human-approved
The coworker proposes; it never posts to your books or systems on its own. Every write waits for your approval—so it removes the busywork without ever taking the decision out of your hands.
An audit trail by construction
Because every number comes from a known tool call and every judgment call is logged with its resolution, you get a complete provenance trail for free—the “show your work” an auditor (or a board) will ask for.