Activate workflow

Financial Document Organizer

Tell us where the work lives. JIDOKA confirms the connections and approval rules, then Stripe checkout starts the managed workflow.

Activation intake

Start this as one managed workflow.

Fill in the real business details. After this step, checkout handles the $20/month plan for this one workflow.

Support plan

Managed support - $20/month

Checkout opens after the intake is staged.

What happens next

We connect the right tools, keep approvals in place, then launch.

The intake tells us where the work lives. Checkout reserves the managed workflow plan, and activation starts only after the business confirms the tools and approval rules.

View the setup path
1

Connect the tools you already use

Start with sample data, then connect approved platforms through secure logins or upload CSV/Excel exports.

2

Turn messy work into one clean queue

The Workflow Block organizes the source information around the goal: A clean monthly packet, overdue-invoice follow-up, expense alerts, and fewer financial surprises.

3

Apply the same rules every time

JIDOKA uses the business rules, exclusions, timing, owners, and approval limits you confirm during setup.

4

Suggest the next action

The workflow prepares the reply, task, packet, dashboard, recommendation, or owner update for review.

5

Launch with approval gates

Sensitive sends, financial outputs, customer-facing messages, and record changes stay review-gated before they go live.

How it connects

Uses your existing platforms without replacing them.

The live version can integrate existing platforms using approved APIs, OAuth logins, or CSV/Excel exports. We do not need to replace the tools the business already depends on.

CSV or Excel export first; accounting workspace, shared Drive folder, payment platform, invoice system, or bookkeeping spreadsheet later.
View setup questions, approvals, and launch checks

Setup questions

  • What file format can the client export today?
  • Who approves expense categories?
  • Where should open questions be sent?
  • What should never be auto-categorized?

Approval gates

  • Human approval is required before categories are treated as final.
  • Human approval is required before anything is sent to an accountant or tax preparer.
  • Payment, tax, filing, or accounting decisions are never automated in the managed workflow.

Launch tests

  • Import sample statement rows and verify totals match the source.
  • Confirm unknown vendors enter the question log.
  • Confirm sensitive records are flagged and not auto-approved.