Working pilot

Missing-records chaser with approval-grade controls.

The agent checks a required-document list against source evidence, drafts only from verified gaps, and blocks risky items for accountant review.

Source evidence Client file

Workflow Client Owner

Real-world scenario

Client message Uploaded file names Upload evidence files Uploaded files are read by the document reader when you run the check. Use test files on this public pilot; do not upload confidential client data.

Required checklist VAT records

Add a real checklist item

Agent decision No check run

Verified received

Missing request

Human review

Approval draft

Controls

No client email can be sent before approval.
Every matched item shows the evidence file and extracted snippet.
Unclear evidence is treated as review, not received.
Risk words pause the workflow for a human owner.

Audit log Evidence trail