Billing & finance
A protected owner test handled every row and returned clear owner and accountant review queues without bank or accounting access.
Goes in
One spreadsheet with 560 transaction rows
Mac does
Groups repeated patterns and proposes provisional mappings
You decide
Uncertain items stay in owner and accountant review queues
Comes out
One validated two-sheet review workbook
The job
A long transaction export is easy to download and slow to organize.
DOBE built a private upload-to-review path that groups repeated patterns, proposes provisional mappings, and validates row coverage before returning the result.
How it worked
What came out
The workflow organizes ordinary patterns without hiding uncertainty.
The owner test handled 560 of 560 rows: 453 were organized, 103 were held for owner review, and 4 were held for accountant review.
Start with your job
Bring one redacted example. DOBE can map the repeated patterns, the review queues, and the first output worth testing.
Next examples
Billing & finance
Verified delivered proof
Three employee workbooks became three one-page invoice drafts with quantities, rates, totals, work orders, and page counts checked before review.
Goes in
Three completed-job workbooks, rates, and prior examples
Comes out
Three checked invoice drafts
Checked output was delivered; no accounting write occurred.
Billing & finance
Guarded support pilot
A manual-ready invoice workflow with customer checks, owner review, and approval-gated accounting actions.
Goes in
Selected invoice inputs and the intended customer and job
Comes out
A manual-ready invoice review packet
Connected and manual-ready; live invoice actions remain off.
Files & operations
Working demo
A working demo turns sample ACH payment PDFs into structured spreadsheet output with a visible review trail.
Goes in
Sample ACH payment PDFs
Comes out
Review-ready ledger entries with a visible change trail
Working sample-data demo, not a client deployment.