Without this workflow
The problem
Users no longer need to create every common party and item manually before reviewing historical documents.
Start or migrate a business
Evidence-backed master discovery
Discover parties, items, tax codes, units and company details from retained business evidence.
Use repeated evidence to prepare setup work without silently inventing master data.
In product validationReview source-backed master proposals with support, confidence, missing facts and conflicts.
With Fastbooks
The controlled result
Source findings prefill existing canonical master editors while unresolved classifications remain explicit.
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.
- 1Add representative historical evidence
- 2Review discovered parties, items, units or HSN/SAC candidates
- 3Inspect support, missing facts and conflicts
- 4Create the master through the existing canonical editor
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.
- Representative company, party, item and service evidence
- Conflict and mixed-classification handling
- No direct activation-owned master writer
- Stable finding identity across refresh and retry
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