Declared steps and controls
Record work done outside the site. A control declared as failed blocks closure; ticking a step does not mean Repporti executed a control.
Financial work follows a path
The work comes first. The report comes next.
Close the period, understand what changed and decide what to do. With steps, review and actions you can return to next cycle.
Operational progress in your account. Manual figures in your browser.
Illustrative example
Sankey
How does revenue turn into margin?
WF-01
Results and business model
- 01Work
- 02Decision
- 03Output
- 04Next cycle
Choose a question, not a template
Three journeys. A decision at the end.
The report is an output of the work. Each journey connects preparation, understanding and a next action.
Every month
From closing the month to explaining it.
Organize preparation, review results and separate changes from causes that still need confirmation.
- 1WF-04
Put month-end in order
Set the period and scope. Declare which external evidence you reviewed and what remains pending.
- 2WF-01
Understand the result
Read revenue, costs and margin. Use a manual output to explain how the result takes shape.
- 3WF-02
Turn differences into actions
Compare compatible bases, ask about causes and record an owner alias and a due date.
Illustrative example
WF-02
What is missing for month-end, and what needs a decision?
Working outputs
- Actual vs. budget bridge
- Result map
- Decision register
A question for your review
Does the variance call for correcting an input, confirming a cause or changing an action?
Each state means something different
Prepared is not reviewed. Reviewed is not delivered.
Your account retains operational progress, declarations and decisions. Figures entered in manual tools stay in the browser; they are not stored as financial data on the server.
Separate review and delivery
Two explicit actions. They are declarations by the account operator, not professional certification or confirmed receipt.
Decisions with follow-up
Save a short action, an owner alias, a date and a state. Choose which pending actions to retain next cycle.
WF-06 · The control gate
Before advancing, confirm scope, period and external evidence. This is a transversal declaration gate, not an engine validating trial balances or mapping accounts.
Declared by you · not verified by RepportiThe next cycle starts with context.
Reuse the profile and definition, retain history and select pending decisions. Controls, review and delivery return to pending.
REPPORTI / WORKFLOWS
Start with the work that comes back.
Choose a client alias and a period. Organize the journey in your account and use the library as a resource within the process.
Manual operational work. This release has no AI agent, file ingestion, automation or server-side financial calculations.
Explore the journeys