Without this workflow
The problem
Parallel editors and hidden posting owners cannot silently create duplicate official effects.
Review and correct
One reviewed document lifecycle
Manual, AI, bank and migration work converge into the same accounting document authority.
Learn one document workflow instead of trusting different rules for every intake source.
In product validationCreate, review, correct and finalise supported business documents through one canonical workflow.
With Fastbooks
The controlled result
Every supported source reaches the same draft, review, finalisation, posting and report lifecycle.
Demonstration sequence
Show the workflow from evidence to outcome.
A feature page should make the user action, product transformation, review decision and accounting consequence visible in order.
- 1Create the same supported document from two intake paths
- 2Review both in the canonical surface
- 3Finalise through the same authority action
- 4Confirm identical downstream ownership and traceability
End on the retained accounting or review outcome, not on a decorative success screen.
Evidence gate
What must be proven before broad advertising.
Implementation is not the same as commercial proof. These checks define what representative validation must support.
- All supported document families
- Manual, AI, bank and adoption convergence
- Correction, cancellation and reversal correctness
- No duplicate accounting, stock, GST or outstanding effects
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