Walkthrough · in development

One recipe. Three reporting periods.

See where a saved rule works — and where a person must review the result.

Synthetic examples processed by the actual desktop PDF engine. This walkthrough shows saved results; it does not process your files in the browser.

2026-09

Export completed

The cover has no client. Export was blocked until a reviewer explicitly excluded it. The recorded exclusion stays visible below.

September · first run
PageText in the sourceReview result
1Client: AClient A
2ContinuedClient A
3Client: BClient B
4Unidentified coverExcluded by reviewer · cover

Client packs

Original PDF unchanged in all three runs.

A good fit for your monthly work?

The planned Windows 11 app is for text-based reports with stable client identifiers. Scans and bespoke ERP integrations are outside the first release.

Planned one-time pricing: €129 Solo or €299 Practice, excluding applicable taxes. Public downloads and purchasing are not open yet.

Discuss the private beta

Opens your email app. Describe your workflow without attaching client documents. Sending a message does not reserve a licence or commit you to a purchase.