Data cleanup

AI data cleanup for US CPAs and accounting professionals

Turn a messy export into a clean, review-ready workbook. Headers are normalized, blank and duplicate rows removed, and every change is logged so the cleanup is fully traceable.

How it works

1. Step 1

   Upload the messy export

   Attach the CSV or XLSX exactly as it came from the client or system.

2. Step 2

   Cleanup rules run

   Headers are standardized and blank or duplicate rows are removed deterministically.

3. Step 3

   Download the cleaned workbook

   Get the cleaned file plus a change log listing every removed or altered row.

What you get

• Cleaned workbook
• Removed rows
• Change log

Frequently asked questions

Can I see what was changed?

Yes. The output workbook includes a change log and the removed rows, so nothing disappears silently.

Is the output generated by an LLM?

No. The workpaper numbers are computed by deterministic spreadsheet logic — the same inputs always produce the same outputs. AI is only used to route your request and explain the results, so every figure is traceable to source rows.

What happens to my uploaded file?

Files are processed to build your workpaper and stay attached to your private conversation. They are not used to train models.