Interactive product demo
Try the workflow. Not your real data.
A guided sample: prepare three expenses, review the proposal and see the result. No files are uploaded and nothing is sent.
Follow the workflow
Example Company · October 2026 · GBP. The three sample records total £400.00. Approval and payment states are separate.
Follow the workflow
Prepare three expenses for review.
Example Company · October 2026 · GBP. The three sample records total £400.00. Approval and payment states are separate.
| Record | GBP | Current category |
|---|---|---|
| North StudioEXP-101 | £120.00 | Uncategorised |
| City TravelEXP-102 | £45.00 | Travel |
| Office CoEXP-103 | £235.00 | Purpose needed |
Proposed changes
Nothing has changed yet. The proposal lists each record, what would change and what still needs a person.
- North Studio EXP-101Set category to “Software subscriptions”
- City Travel EXP-102No change: already categorised
- Office Co EXP-103Needs a person: add the purchase purpose
Confirm the scope
You are about to change 1 record in Example Company. Your permissions are unchanged and the purpose for EXP-103 is not filled in for you.
- Scope
- 1 of 3 records · EXP-101 · category only
Done — and checked. EXP-101 now has a category. EXP-103 still needs its purpose: it stays visible until someone answers.
| Record | GBP | Current category |
|---|---|---|
| North StudioEXP-101 | £120.00 | Software subscriptionsChange verified |
| City TravelEXP-102 | £45.00 | Travel |
| Office CoEXP-103 | £235.00 | Purpose neededStill open |
This demo runs in your browser with fixed sample data. It does not connect to any workspace.
What this demo shows and does not do.
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What it shows
A task, a proposal with the records affected, the scope you confirm and the outcome. Sample data only.
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What it does not do
It does not upload files, connect accounts, send messages, approve or pay anything. The interface is illustrative.
Ready to try it with your own records?
Start your own workspace, or ask for a walkthrough.