AI Browser Controls for Finance Evidence

Approve collection and stop conditions

Specify which signed-in tenant and account may be read, the exact report and dates, the permitted output and the conditions that require stopping. Logging in, collecting a file, reconnecting a bank and posting an entry have different consequences. Collection approval should not silently expand into write authority.

A browser workflow must verify native state after a navigation or date change. A selected header can render before its table. A successful download can still be the wrong company or prior period. Stop when account identity or full scope cannot be proved. Keep prompts bounded to evidence collection and hand uncertain interpretations to a finance reviewer.

{
  "fictional": true,
  "unit": "USD cents",
  "id": "bank-identity",
  "totalsTie": true,
  "matchedIds": [
    "A"
  ],
  "unmatchedBank": [
    "B"
  ],
  "unmatchedLedger": [
    "C"
  ],
  "decision": "Same amount and equal totals do not prove occurrence identity",
  "limitation": "This is teaching arithmetic from supplied invented inputs, not source authenticity, financial assurance or authority to post."
}

Continue with the next decision

Open the related financial check when the next question concerns that workflow. The Financial Systems Field Guide holds the named-system collection notes, pitfalls and bounded prompts.

Sources and method

Field Guide. This guide shows how to check whether the numbers are ready to use. The examples use made-up numbers, clearly labeled and available to download. They do not include private customer documents or measured customer results. Before using the method, check that your account has the required access and that your reports count the same things.