You are looking at a live demo. Everything here runs on invented data for a fictional non-profit — no real organisation, no real people. Buttons are visible so you can see the workflow, but nothing you press will change anything. What is this?

How-to Videos watch once, then do the month

Short walkthroughs of the office. Everything shown here is the real screen you will use — nothing is a mock-up.

Module 1 · The brain: one client, one brain

Why every client gets its own database and its own intelligence, and why a lesson taught on one client never reaches another.

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Module 2 · GL codes: how coding works

The backoff ladder, what the colours mean, how teaching one GL shrinks the review pile, and the honest accuracy numbers.

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Module 3 · Bank reconciliation

Bank export vs the Exp GL: cleared, outstanding, verify, deposits — and the five signed outputs one run produces.

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Module 4 · Credit-card reconciliation

The card desk: statement scoping, the prior-balance trap, program pairing, and the two-sided MIP import.

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Module 5 · Payroll + CheckX, the precursor

Brad's payroll pre-screen, then CheckX: sense, route, run, learn by repetition, retrain, predict. It helps you amplify yourself.

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Your month, start to finish

What to click, what the green PASS means, and what to do with the rows it asks you about. Recorded on the same screens you use.

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