Surfaces
Finance Reconciliation
Import statements, resolve statement lines against book activity, and commit a reviewed evidence package.
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Workbench anatomy
The three-pane workbench presents accounts/sessions, statement rows, and candidate/detail context. It discloses statement date range, opening/closing values, currency, row counts, duplicate/rejected counts, cleared/unmatched/excluded populations, book balance, difference, source digest, and cutoff.
Search and filters cover account, session, date, amount, reference, match state, confidence, duplicate/error state, and evidence. Candidate confidence is an explanation aid, not authority; the operator verifies amount, date, reference, account, and source.
Import and resolution
Import parses a supported file into a preview. Review format, currency, dates, population count, digest, duplicates, validation errors, and opening + inflow − outflow = closing before applying. Preview does not post.
Resolve with match, unmatch, classify, exclude with reason, or a permitted adjustment. Split/combine remains a release gate until its strict real-stack contract is certified. Source hashes and idempotency prevent duplicate import.
Commit and evidence
Commit requires the evidence-package summary and review acknowledgement; a browser-entered evidence URL is not proof. The server atomically rejects non-zero prohibited variance, stale candidates, incomplete populations, missing evidence, maker-checker conflict, and locked periods. Success seals the session and returns canonical cleared results, exceptions, journal links, and receipt.
Refresh stale candidates and rematch. A committed session is corrected through accountable follow-up, never destructive editing. Escalate digest changes, unexplained duplicate populations, or a difference that cannot be accounted for.