Raw financials in. Clean data out.
Drop your QBO exports — messy subtotals, multi-year files, partial years, nested account groups — Claude will identify true accounts, strip the noise, and stitch it all into a clean monthly P&L and balance sheet ready for the intake template.
01 — PARSE
Structural Analysis
Reads every row across all files. Detects account numbers, subtotal patterns, section headers, and QBO metadata rows.
02 — CLEAN
AI Classification
Claude reviews ambiguous rows — no account number, computed-looking labels — and classifies each as true account or subtotal.
03 — STITCH
Unified Output
Merges years, reconciles account changes across periods, and outputs a clean monthly P&L + balance sheet aligned with the LPFC intake template.
Processing files...
Claude is analyzing your financial data
Parsing file structure and extracting rows
Classifying accounts vs. subtotals
Reconciling accounts across years
Stitching months into unified timeline
Flagging anomalies and data quality issues
Clean Financials
No balance sheet data detected in uploaded files.
These rows were identified as subtotals, section headers, or QBO metadata and removed from the clean output.
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