LeverageX API

Unreviewed 0 transactions waiting for assignment

Reviewed 0 cleared from the flow

Assigned spend $0 routed to explorations

Total cash flow $0 from imported records

Inbox

Every transaction needs a human assignment before it leaves this queue.

0 left

No date

Needs review

Lightweight guess Choose destination Guesses are hints only. You still confirm every assignment.

Purpose

Exploration assignment

Clean category

Split

Receipt needed Tax relevant Flag accountant

Review note

The framework this app follows.

1. Human assignment required No transaction is silently filed into an exploration.

2. Guesses are weak hints The app may suggest, but it must show why and wait for confirmation.

3. Clean record plus raw record The API workspace removes noise while preserving the original import row.

4. Review should feel like flow Fast cards, shortcuts, swipes, rules, and bulk actions can evolve here.

Reviewed transactions grouped by assigned concept, business, or project.

Useful markers that make finance review less ambiguous.

Manual CSV import is the first data connection.

Upload CSV Choose a Copilot transaction export Expected columns: date, merchant/name/description, category, amount

Translation model

Raw import rows are preserved. The review flow creates the clean LeverageX API record.

Clean records that have left the inbox.