Free workflow demo

Financial Document Organizer

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

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

Run the free demo.

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

One Core workflow

Activate this workflow when the demo shows a problem worth fixing.

Start with this one workflow at $20/month. JIDOKA Core is $497/month with free implementation and unlimited workflows from the 30-workflow catalogue when the business wants one connected dashboard.

Activate See JIDOKA Core Industry OS

Industry Operating System support is scoped to the business when multiple locations, permissions, governance, or enterprise integrations go past the catalogue.

Business impact

Why this matters after the demo.

The problem it fixes

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.

Why it is different

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.