SourceWhenSubjectAmountBooksCall
| Vendor | Rule | Last learned |
|---|---|---|
Agents · how much each one decides on its own
Files every card swipe, payout and bill against the right line in your books.
Every call lands in your queue. You confirm or override each one.
Watches every transaction against your spend rules. Blocks anything that breaks a hard limit.
The confident calls go through. Only the unsure ones come to you.
Drafts the next payment run with the cheapest corridor and the right account to draw from.
Every call lands in your queue. You confirm or override each one.
Toggle which workflow submissions show up in the demo. Disabled workflows hide their nav items, agent rows, queue rows, and routes. The daily CFO pulse and platform surfaces stay visible.
Every override you confirm with “remember this vendor” becomes a deterministic rule. The next time that vendor turns up, the Bookkeeper skips the LLM and files it the way you did.