Journal Entries
Draft and review accounting entries with account structure, source context, and approval boundaries.
Journal entries connect extracted evidence to accounting outputs.
The app keeps journal-entry work tied to clients, accounts, documents, and engagement context so generated or assisted entries can be inspected before use.
Entry controls
Journal entry workflows should preserve:
| Control | Purpose |
|---|---|
| Account mapping | Lines must resolve to valid chart-of-accounts entries. |
| Balanced amounts | Debits and credits must satisfy accounting invariants. |
| Source trace | Entries should connect back to the document or workflow that produced them. |
| Review status | Draft, review, approved, or superseded states protect downstream use. |
AI boundaries
AI can assist with drafting, explanation, and account suggestions, but backend validation must still enforce accounting invariants before persisted state changes.