Setup · FINUXI

Onboarding is complete. You can return to this checklist any time.

Demo workspace—this journey is illustrative and writes nothing.

8 of 8 complete

100% ready for the first workflow

Northstar Logistics LLC

1. Accounting workspaceOrganization and tenant boundary created
2. Accounting preferencesBasis, fiscal year, privacy, and retention saved
3. Connect GmailRead-only vendor-invoice discovery
CONNECTEDVerified Oct 13, 2026
4. Connect QuickBooksRead-only Bill comparison
CONNECTEDVerified Oct 13, 2026
5. Review privacy boundaryChoose what may leave the FINUXI boundary
6. Run your first AP comparisonCompare a controlled test invoice deterministically to QuickBooks Bills
Use a controlled test invoice from your authorized test Gmail inbox, or the labeled FINUXI demo result. FINUXI never fakes a successful run; if provider evidence is incomplete, the exception stays visible for review.
7. Complete human reviewYou—not AI—decide the exception result
8. Generate the first Excel reportApproved, checksum-verified evidence workbook
Open the verified report from the run page.

Google identity sign-in and Gmail document access are separate grants. A browser tab being open is not evidence of a working connection—only the states above are. Manage, reconnect, or disconnect either provider on the AP integration page.

Accounting + privacy

Operating preferences

Remote AI remains denied unless an owner explicitly enables a minimized data class. These settings do not authorize accounting writes.

Suggested

Launch checklist

100% ready for the first workflow

Operating preferences

FINUXI AI

Launch checklist

100% ready for the first workflow

Operating preferences