Dropping files on entries
Drop a file on its journal entry and the board reads it into a draft. This page covers what it reads, what it refuses, and what the guards mean when they hold your file.
What the board reads
| You drop | What happens |
|---|---|
| Excel (.xlsx, .xls, .xlsm) | Any tab layout. The journal tab is found among the others; a workbook holding two different entries gets a tab picker instead of a guess. |
| CSV / TSV / TXT | Read directly. |
| Read when it carries a real text layer. A scan with no text layer is refused rather than guessed at. | |
| Screenshot or photo | Read by OCR. The draft carries a permanent amber flag: check every figure, a picture can misread a digit. |
| Email (.msg, .eml) | Treated as an envelope: the attachments come out, the most readable one is drafted, and a picker lets you switch. |
Every figure shows its work
Each drafted line carries a derivation sentence back to the exact cell it came from:
sheet Misco, row 26, under 1104-Pacific / 675-Hybrid Sales
from 07.17.2026 - Payroll Entries - West.xlsx
A number you cannot trace is a number you cannot review. On this board there are none.
The guards
If the file's accounts barely match the entry you dropped it on, the board computes the draft, shows it, and HOLDS it, naming the entry it actually matches. Export stays blocked until you move the file or press "It belongs on this entry, use it."
A workbook carrying more than one journal names the other tabs with one-click pick buttons. Two entries stacked on one tab are refused with the row number, because merged entries balance and match nothing.
A workbook with labels but empty debit and credit columns is refused loudly, never attached as a zero. A zero entry that balances looks exactly like a correct entry that balances, and that is precisely why the board will not create one.
The AI drafts. A human confirms. Nothing posts to the ledger on its own. Everything on this page tightens attention on that rule; nothing replaces it.