How it works

From one invoice
to an accountable decision.

One operating loop, from invoice to audit. A person remains responsible for every consequential decision.

Invoice queue · Aegean Table

Which invoices need review?

3 pending
Needs review · 1Confirmed · 1Pending · 1

Ocean Fresh

INV-784512 · 12 lines · 3 low-confidence

$1,248.33Needs review

Farm Dairy

INV-784498 · 8 lines

$684.20Confirmed

Chef’s Produce

Source intake pending

Pending
Scan invoiceImport PDF or image
01

Session operations

Find the invoice exception

The queue separates confirmed invoices from the source records that still need attention.

Invoice queue · Aegean Table

Which invoices need review?

3 pending
Needs review · 1Confirmed · 1Pending · 1

Ocean Fresh

INV-784512 · 12 lines · 3 low-confidence

$1,248.33Needs review

Farm Dairy

INV-784498 · 8 lines

$684.20Confirmed

Chef’s Produce

Source intake pending

Pending
Scan invoiceImport PDF or image
02

Intake foundation

Bring in one source

A PDF or image enters a guarded intake path before any extraction is treated as usable.

Source intake

Add one invoice

Ready

Upload and security checks run before parsing. No canonical ingredient or inventory value changes here.

Source intake

Choose a source

Scan with camera

Capture one invoice with the device camera.

Available

Import a file

Choose a PDF or image from Files.

Available

Email forwarding

Not available in the current intake foundation.

Unavailable
Choose fileCancel
03

Read-only parser contract

Review the draft

Dynamic.ly drafts the invoice. Your team confirms what is correct before canonical records can change.

invoice-sanitized-001

Invoice extraction

Needs review

Extracted candidates

VendorSanitized Foods
InvoiceSYN-1001
TotalEUR 10.00
Confidence97%Candidate

Deterministic validation

Sanitized tomatoes

2 case · EUR 5.00 each

EUR 10.00Candidate

Deterministic validation

1 line · subtotal and total reconcile

Check passed

Source evidence

source-sanitized-001 · page 1

Attached
Inspect source
04

Example ingredient record

Resolve ingredient truth

Canonical identity, packaging, aliases, and comparable cost keep their source evidence.

Canonical ingredient · ING-SALMON-001

Salmon fillet

One alias pending
Base unitlb
Latest cost$18.40 / lb
Moving cost$17.90 / lb

SALM FIL 18LB

Ocean Fresh · source invoice evidence

Approved alias

FRESH SALMON

Ocean Fresh · source invoice evidence

Approved alias

SLMN FIL 10LB

10 lb case · manager review required

Needs review
Review pending alias
05

Estimated guidance

Price the exposure

Expiry pressure becomes an estimate with the lot, quantity, and read-only source boundary attached.

Read-only source inventory

What is at risk?

$386 estimated risk
At risk$386Estimated
Salmon18 lb
Servings52Estimated

Salmon fillet

18 lb · expires tomorrow · lot LOT-SALMON-001

$96High risk

Feta

6 lb · next expiry window

$42Watch

Basil

3 bunches · low exposure

$8Low
Open linked action
06

Deterministic calculation

Recalculate the boundary

Deterministic recipe math identifies the margin floor. Business interpretation remains estimated.

Deterministic recipe cost

Salmon Bowl

Review boundary
Menu price$18.00
Recipe cost$6.72Deterministic
Margin floor$14.20Policy
Contribution51%Estimated

Salmon fillet

Cost observation linked to invoice

$4.18Source linked

Feta

Comparable unit cost

$1.05Source linked

Rice + sauce

Deterministic component sum

$1.49Calculated
View cost breakdown
07

Pending manager review

Prepare one decision

The recommendation carries its reason, sources, time window, quantity cap, and estimated impact.

Recommendation REC-11902

Lower Salmon Bowl for 5–7 PM

Pending review
Current$18.00Deterministic
Proposed$15.50Deterministic
Margin floor$14.20Policy boundary
Quantity cap40Manager limit

Why now

18 lb salmon expires tomorrow while the 5–7 PM window is slower than the scenario baseline.

82% confidence

Estimated impact

$420 revenue recovery · $96 waste avoided · 18 bps margin lift

Estimated

Sources

Ocean Fresh invoice · Salmon lot · Square order velocity

3 attached
Review decisionEdit or reject
08

Session receipt

Record manager authority

Approval writes the decision receipt. It does not automatically execute a downstream publication.

Approved by Elena · Owner

Decision recorded

Session receipt
Before$18.00
After$15.50
Window5–7 PM
Cap40

Approval

APR-8841

Created

Audit event

AUD-20487

Saved

Estimated outcome

$420 recovery · $96 waste avoided

Not measured
View audit eventDone
09

Example evidence architecture

Keep the proof

Actor, decision, source reference, and integration boundary remain available for inspection.

Audit events

What happened and what proves it?

4 example events
Audit EventsSync Jobs
Events4
Failed jobs1
Queued jobs2

Elena approved Salmon Bowl action

AUD-20487 · APR-8841 · 3:45 PM

Approved

System parsed Ocean Fresh invoice

AUD-20486 · INV-784512 · 3:31 PM

Parsed

Marco corrected vendor alias

AUD-20485 · ING-SALMON-001 · 3:20 PM

Edited

Inventory sync attempt failed

AUD-20484 · JOB-55210 · 3:02 PM

Failed safely
View sync jobs