Method

This page gives the method.

We do not claim SOC 2 or ISO. The text below gives the rules that the product uses.

Method

  • Show the source, or do not show the value. A value needs a source file and a locator. Ask does not answer when it finds no source.
  • A missing value stays blank. A blank value is not zero. A total skips a blank value. Zero is a stored zero.
  • The system proposes. A person confirms. The model does not write objective values into the book.
  • An FX value needs three parts. A converted value needs a rate, a date, and a source. If one part is missing, the product does not show the converted value.
  • A saved key is not a connection. A health check must succeed before the product shows “connected”.
  • Each firm’s rows stay in that firm. The database forces row security on tenant tables. A session for one organisation cannot read another organisation’s book.
  • The model does not book a figure. It can propose a row or rewrite a draft using numbers already in that draft. It cannot write the book, and it cannot answer Ask without a citation.

Help

This site has no public Terms page and no public Privacy page. We send those texts with design-partner access. A session lasts seven days. Connector keys use AES encryption at rest. New firms create a fund. Current users sign in. After you sign in, How it works shows the live counts for your firm.