Transaction Review Agent

Surfaces ledger exceptions and prepares evidence-backed coding suggestions.

Ledger noise becomes a short exception queue.

This live workflow uses a prepared transaction batch. In an installation, it can read approved ledger, bank-feed and expense records.

Test it live

01TransactionsLedger, bank feed and receipts
02Transaction AgentNormalizes records and evidence
03Exception checksFinds duplicates, gaps and unknown vendors
04Accountant reviewConfirms treatment and posting
05Prepared outcomeA focused review queue

Your Supabase project
No pooled client database
Human approval before action
No model call needed

Under the hoodSee the systems, storage and control points

Example client installation

01Firm sourceLedger or expense system
02Scoped connectorReads the approved transaction batch
03Transaction packageNormalizes records and evidence
04Rules engineRuns duplicate, category and value controls
05Safety checksLocks every ledger change
06Firm-owned SupabaseStores the result and run trace
07Named reviewerApproves, edits or rejects

Your operational data stays in your firm-owned database. This workflow runs on explicit rules and sends no client data to a model. No final action happens until a named person approves it.

Test the full workflow

Test the agent live

Take one record set through the full workflow.

The rules do the predictable work. Every final action still waits for a person.

Ledger batch→Exception rules→Posting review

Duplicate and unknown vendorOne apparent duplicate and one high-value uncategorized payment need review.Clean monthly batchAll vendors are known, transactions are categorized, and no duplicate is present.Uncategorized expense batchThree smaller expenses have no category and need client context.

Choose a record set and run the complete workflow.

Items waiting in this agent’s lane.

1in queue

1need human review

Test it live

Subject	Agent summary	Confidence	Age	Status	Open
Riverbend Retail · August transaction review	2 transactions need accountant review	99%	6d	high priority	View →

How it connects

Supabase stores the workflow records. The server reads only this agent’s lane and turns it into the queue above. Completed rows open this agent’s compact owner view and inspectable run trace.

Test it live