Free workflow demo

Understand Where Your Money Is Going

Turns scattered statements, receipts, invoice emails, payroll, and expenses into the few money signals an owner needs first.

Run the free demo

Use the sample data or test your own business.

Use the sample data or paste your own rows. You will see the number, the issue, and what to do next before starting the trial.

Try the finance review

Upload or connect the money trail owners miss.

Use the sample data, upload a CSV/Excel export, choose a PDF bank statement for secure live intake, or paste invoice/email rows. The report starts with gross money in, money out, estimated net, unpaid invoice follow-ups, payroll changes, expense spikes, and simple next actions.

Business name

Secure finance intake

The public demo does not store bank files. In the live workflow, bank statements, invoice emails, payroll exports, and financial data use encrypted intake before analysis, and the owner approves any category, rule, or outgoing email.

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Primary goal

Statements, invoice emails, payroll, and expense rows

Use sample data, upload a file, or link a source folder

Use the sample, paste statement or invoice rows, upload CSV/Excel exports, or choose a PDF bank statement for the secure live intake path. The live workflow can connect bank feeds, Plaid-supported accounts, QuickBooks, Xero, Stripe, Square, Gmail, Outlook, receipt folders, and accountant handoff folders.

Upload PDF, CSV, or ExcelPublic Google Drive link

Your results will appear here.

Start with the sample data if you want to see the workflow immediately. Replace it with your own rows or URL when you want a more specific read.

Free 30-day trial

Bring this workflow into your business.

Start free for 30 days, then continue for $20/month. Standard setup, ongoing monitoring, dashboard access, and workflow updates are included. Pause or cancel anytime.

Need more than one? JIDOKA Core connects every Workflow Block in the 30-workflow catalogue and your existing tools in one owner command center for $497/month.

Start trial See JIDOKA Core Industry OS

Industry Operating Systems are custom-scoped when multiple locations, permissions, governance, or integrations go beyond standard setup.

Business impact

Why this matters to your business

What may be costing you customers

The numbers an owner needs are usually split between statements, invoice emails, payroll, receipts, and accounting rules. This brings the important cash, unpaid invoice, expense, and document questions to the top before month-end becomes a scramble.

What this workflow changes

A blank-page AI only sees the statement or invoice you remember to paste. This workflow connects the money trail, applies the same checks every period, routes uncertain records for review, and confirms outside actions before calling them complete.

Existing tool check

Will this work with my existing tool?

The demo uses sample data. A live workflow can ask the customer to log into approved platforms through secure platform logins or API connections, then read only the data needed for the workflow. Search a tool below; this is a common list, not the full integration library.

Search a tool name to check the common connection list.