File profile

AI file profiling for US CPAs and accounting professionals

Drop in any client CSV or XLSX and get a reviewer-ready profile: sheets, columns, row counts, previews, and data-quality warnings — before you build anything on top of it.

How it works

1. Step 1

   Upload the file

   Attach any CSV or XLSX export — GL dumps, trial balances, transaction lists.

2. Step 2

   Deterministic profiling runs

   The skill inspects structure, types, and completeness without changing the file.

3. Step 3

   Review the profile

   Get column profiles, previews, and warnings you can act on before relying on the data.

What you get

• Source preview
• Column profile
• Warnings

Frequently asked questions

Does it modify my file?

No. File profile is read-only: it reports structure and quality issues without changing a single cell.

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.