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Sweeps a period's transactions and proposes fixes for anything uncategorized, miscoded, an unmatched transfer, or a possible duplicate. Every proposal names why it's being suggested and waits on your approval, so nothing gets recategorized on its own.
| Detail | Example |
|---|---|
| GL detail export | export from any system |
| Prior-period GL | precedent for how the client codes |
| Client profile | materiality, risk areas, conventions |
| Materiality | $500, or from the client profile |
Any general ledger, accounting system, or spreadsheet
A dispositioned cleanup list: every uncategorized transaction carries an approved category, every flagged miscoding is approved or declined, every transfer leg is matched to its counterpart, and every duplicate candidate is resolved by the user with both records shown in full. Coding comes from this client's own precedent before any generic rule. Many small judgment calls that sum past materiality become one question said out loud rather than twenty silent guesses.