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A workbench for examining how AI-assisted work moves from source evidence to a reviewed result.
We are developing two demonstration workflows: claims preparation and work-in-progress billing. Guided previews use synthetic data; hosted client accounts are not available yet.
Two practical examples
Inspect a preparation packet alongside the case sources and procedure used to draft it. Review citations and revisions before deciding whether the packet is ready.
The examiner retains responsibility for case decisions. This demonstration does not make claim payments.
Review eligible work and code-calculated amounts, then examine a frozen version and its approval record before an accounting action.
The QuickBooks Online sandbox connector requires configuration and acceptance testing. Production accounting writes are outside this preview.
Inside a walkthrough
Start with a synthetic case or billing example and the task it is meant to support.
Check what information supports the draft and where a reviewer needs more evidence.
Compare changes and examine what needs a fresh approval when the draft changes.
Follow the task status and review history, including the conditions for a sandbox action.
A look inside the development preview
A reviewer selects a claim, opens the frozen source passage and records any missing or conflicting evidence. Open concerns block acceptance until they are resolved; rejection remains available.
Reviewers can download a readable packet containing the draft, frozen source evidence, concerns, decisions and recorded accounting actions. The packet can be printed to PDF; it is a snapshot, rather than a live approval record.
A guided development demonstration. The hosted sign-in and provider connections still need setup and verification before client access opens.
Please discuss the use case first. Do not send customer records, personal data, credentials or confidential documents through this request form.
No. Ontology Studio remains available for building and exporting business vocabularies. Workflow Studio examines how a task is prepared, reviewed and recorded.
The first integration is intended for QuickBooks Online sandbox testing with human approval. A configured, verified connection is required; production access follows a separate pilot review.
Meet the product
Tell us which workflow interests you and what you would like to examine. Richard will respond within three business days.
This requests a conversation, not an account. We use your details to respond under our privacy notice; this form does not subscribe you to updates.