Record transactions

What should be pulled out of your notes?

One line is enough. Step 1 asks the rest in your AI app, and nothing is done until you approve the brief it writes.

In the case folder's materials/: The transcripts, notes, tickets or documents to read.

The 4 steps

1. 01

   Check the materials and schema

   Then you approve, before the next step starts.

2. 02

   Extract per file

3. 03

   Merge and verify

   Then you approve, before the next step starts.

4. 04

   Write up

How it does this well

Map one extractor per file into a fixed schema, reduce in code, verify every quote. Not found and out of scope are valid answers here: it says so instead of guessing.

How the field does this well

• Detect variances, filter by materiality stated up front, explain each with the entries behind it, and assign an owner.
• Tie out totals in code, never by the model.
• Match with deterministic rules first and leave the rest unmatched for a person; never force a match.
• Draft the narrative from plan, actuals and last period's commentary; the person supplies causality.

Ground it first

Ask for, or look in materials/ for: the plan or budget, the actuals, the materiality thresholds, and last period's commentary. If there is none, say plainly that the result rests on general defaults, and name them.

What stays with the person

Causal explanation of material variances, booking or approving entries, and sign off. Prepare these; never decide them.

The check that makes it trustworthy

Totals tie out in code, every explanation cites the entries that produce it, and unmatched items are listed.

The person's own data

If the person has connected NetSuite, Google Drive / Docs / Sheets, Microsoft 365 (Excel, SharePoint, Teams), Snowflake, BigQuery (managed remote), read their data through that connector instead of asking for exports, and say which source each number or fact came from. Without one, work from materials/.

The agents

extractor

Extracts structured items from one file of a Cheatcode case into a fixed schema, each with its exact quote and location.

Where things stay

On your computer

Your files in materials/, every result in outputs/, the work itself. It runs in your AI app, on the plan you already pay for.

With Cheatcode

The steps, the gates and how far each case has come, so a case survives closing the app. See your cases.