Evidence quality
Resolve gaps without inventing data.
Coverage, identity and reconciliation answer different questions. Position keeps each uncertainty visible until evidence supports it.
Current app path
Analysis → Data confidence; Analysis → Accounts; Inbox → documentCoverage, account confirmation and reconciliation evidence are available through the external beta.Required
- The account and statement period being checked
- The original statement for an arithmetic difference
Optional
- An adjacent-month statement
- A manual provisional balance with an as-of date
What can block completion
- Missing months
- Ambiguous masked identity
- Opening, closing or running balances that do not reconcile
- Local financial data
- Coverage and reconciliation are calculated from the local ledger and retained evidence.
- Privacy or AI boundary
- These checks are deterministic after a statement is structured and do not require managed AI.
- If it does not work
- Import the missing source, confirm identity, or open Reconciliation and follow Resolve. Record an adjustment only for a real reviewed difference.
01
Check statement coverage
- Open Analysis and choose Data confidence.
- Select the affected account or month.
- Read the missing period and import that statement from Inbox.
- Refresh financial analysis after import completes.
02
Confirm an account
- Open Analysis → Accounts, or select Confirm account on the Inbox item.
- Compare institution, account type, currency and masked identity.
- Choose an existing account only when the evidence agrees; otherwise keep it separate or provisional.
03
Resolve a reconciliation difference
- Open Reconciliation for the affected month or account.
- Review Result, How it was calculated and Evidence.
- Check opening, closing and running balances against the original.
- Import missing evidence or correct interpretation. Use Record adjustment only for a real reviewed adjustment.
04