What you can do today

  • The product uses a versioned document API for upload, processing, review and export.
  • A local-development MCP adapter and Node quickstart exist for developers.
  • Saved invoice setups make recurring workbook workflows repeatable.

A repeatable client handoff

Today, download a reviewed workbook in the client format. Future destination connectors would preserve that review boundary before writing to another system.

Supported scope and limits

  • The local MCP adapter is not a hosted public MCP service.
  • Self-service production API keys, general webhooks and unattended workflows are not a public offer.
  • QuickBooks and Xero posting are not available; connector prototypes do not imply a supported integration.

Planned extensions

  • Scoped production API keys, job webhooks and signed delivery events.
  • Email, drive and object-storage ingestion with deduplication.
  • Accounting and business-system delivery with approvals and idempotency.
  • Retry queues, execution history and per-workflow usage limits.

How to check the result

  • Confirm supported authentication and endpoint scope before integration.
  • Verify retries do not create duplicate records.
  • Require a delivery receipt before reporting a downstream write as complete.