Without this workflow
The problem
Source files are not treated as unscoped attachments or trusted only by their file extension.
Protect accounting authority
Evidence stays with the company
Retain business sources with authenticated company scope, safe metadata and explicit review status.
Reviewers can return to the source without exposing one company’s evidence to another.
In product validationProtect PDF and image evidence with file validation, company-relative storage and authenticated preview.
With Fastbooks
The controlled result
Retained evidence is validated, digested, scoped and served without silently creating accounting values.
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.
- 1Upload supported retained evidence
- 2Inspect its safe metadata and preview
- 3Attempt review from the owning company
- 4Confirm no automatic accounting effect
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.
- File signature and size enforcement
- Authenticated company-scoped preview
- Cross-company denial
- No extraction or posting authority from retained evidence alone
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