AP Reconciler Paid Diagnostic v1
AP-061 buyer-facing guided diagnostic demo maturity pass
Controller/AP Manager/CFO guided path for inspecting a bounded diagnostic product demo using synthetic/redacted AP evidence only.
Bounded diagnostic promise
AP Reconciler turns synthetic or redacted AP inputs into a bounded diagnostic view of invoice/vendor-statement exceptions, source evidence, freshness, confidence, owner-review needs, and hard-stop boundaries so finance teams can review issues faster without the system making payment or accounting decisions.
Static/redacted sample data only. No real customer/private/live data. This is not a quote, not a price, not a payment ask, and not a promise of savings or recovered money.
Start here
Standard user flows to support and prove
- Controller/AP Manager/CFO opens deployed AP Reconciler and immediately understands the bounded diagnostic promise.
- User loads a synthetic/redacted sample package without inventing CSVs.
- User runs/views the diagnostic result from sample data.
- User inspects exception categories and source/provenance/freshness/confidence labels.
- User sees what is Fact / inference / customer-decision-required.
- User opens/exports buyer-grade sample diagnostic report.
- User sees hard stops for invoice approval/rejection/payment advice, ERP writeback, live/private data, and payment/quote actions.
- User sees that AP Reconciler does not approve, reject, pay, post, sync, or close invoices.
Guided demo flow
| Step | Action | Buyer outcome | Proof cues |
|---|---|---|---|
| 1 | Open the guided demo | Controller/AP Manager/CFO sees the bounded diagnostic promise on the first screen. | bounded diagnostic promise | Diagnostic | Evidence pack |
| 2 | Load sample inputs | Use synthetic/redacted sample AP inputs without inventing CSVs or using customer data. | load a synthetic/redacted sample package | Synthetic/redacted demo data | input_loaded |
| 3 | Run/view diagnostic | See a diagnostic result from sample data with exception summary and counts. | Run/view diagnostic result | Exception summary | diagnostic_run_completed |
| 4 | Inspect exception evidence | Inspect exception categories and source/provenance/freshness/confidence labels. | source/provenance/freshness/confidence | exception_detail_viewed | source_provenance_viewed |
| 5 | Review authority labels | Separate Fact / inference / customer-decision-required items and owner-review needs. | Fact / inference / customer-decision-required | Owner review required | Customer decision required |
| 6 | Open/export report | Open/export buyer-grade sample diagnostic report and local evidence pack artifacts. | Open/export buyer-grade sample diagnostic report | sample_report_opened | sample_report_exported |
| 7 | Check hard stops | See hard stops for approval/payment advice, ERP writeback, live/private data, and payment/quote actions. | hard stops for invoice approval/rejection/payment advice, ERP writeback, live/private data, and payment/quote actions | No payment decision | No accounting advice | No ERP writeback |
| 8 | Confirm revenue and DA gates | See closed authority gates and 0 EUR revenue truth. | lead_sourcing_DA | outreach_DA | quote_DA | payment_ask_DA | payment_route_DA | delivery_DA | live_data_DA | 0 EUR until verified Stripe/bank funds |
Exception and evidence labels
Inspect exception categories and source/provenance/freshness/confidence labels. The workbench separates what is Fact / inference / customer-decision-required.
- source/provenance/freshness/confidence
- Fact / inference / customer-decision-required
- Owner review required
- Customer decision required
- No payment decision
- No accounting advice
- No ERP writeback
- Synthetic/redacted demo data
- Sample diagnostic report
Local/synthetic demo events
Local/synthetic demo events are product-readiness signals only; they are not customer evidence, WTP proof, payment proof, delivery, or revenue.
- demo_session_id
- synthetic_dataset_id
- input_loaded
- diagnostic_run_completed
- exception_detail_viewed
- source_provenance_viewed
- freshness_confidence_viewed
- fact_inference_decision_boundary_viewed
- hard_stop_boundary_viewed
- sample_report_opened
- sample_report_exported
- no_advice_boundary_acknowledged
- no_writeback_boundary_visible
- service_burden_estimate
- demo_completion_state
WTP proxy vs demo curiosity vs payment evidence
WTP proxy: buyer understands the diagnostic report, accepts bounded output, recognizes urgent AP review pain, asks how it would fit their AP process, signals a credible price band, or asks about a future paid diagnostic after DA-authorized interaction.
Demo curiosity: clicks, views, export opens, interesting, send more, free-template interest, or generic feedback. Useful UX signal, not monetization proof.
Payment evidence: only verified Stripe/bank funds after separately authorized payment ask and payment route. Nothing in AP-061 is payment evidence.
Hard-stop and no-authority coverage
Hard stops for invoice approval/rejection/payment advice, ERP writeback, live/private data, and payment/quote actions are visible in the workbench and report surfaces.
- Forbidden: invoice approval/rejection/payment advice
- Forbidden: ERP writeback
- Forbidden: live/private data
- Forbidden: payment/quote actions
- Forbidden: payment instruction or bank/payment data
- Forbidden: provider/accounting connection
AP Reconciler does not approve, reject, pay, post, sync, or close invoices.
No outreach, no lead sourcing, no campaign, no quote, no price, no payment ask, no payment route, no live/private data, no provider/accounting connection, no ERP/accounting writeback, no customer delivery claim, and no legal/tax/accounting/procurement/payment advice.
Authority gates remain closed
- lead_sourcing_DA=DA_required
- outreach_DA=DA_required
- quote_DA=DA_required
- payment_ask_DA=not_authorized
- payment_route_DA=not_authorized
- delivery_DA=not_authorized
- live_data_DA=not_authorized
Revenue truth
0 EUR until verified Stripe/bank funds. Demo views, synthetic use, WTP proxies, and DA candidacy are not payment evidence or revenue. A mature buyer-facing demo, synthetic event capture, report export, WTP proxy, or paid-pilot interest is not revenue.