Workflow People
for accounting and finance professionals

AI-driven workflows
so you don't have to be an expert

1What is a Workflow Process File?75 sec

Describe a financial process — reconciliation, variance analysis, month-end close — and Workflow People runs it, documents every step, and saves everything in a file you own. Next month, load it and run it again.

Not a checklist. Not a report template. An execution engine for the work you already know how to do — with AI handling the steps so you can focus on the output.

your data stays on your machineencrypted — share by linkfree to start
the workflow process file

One file.
Data, documentation, and tools.

A WPF file isn't a spreadsheet or a document. It's a self-contained process — everything needed to run a financial workflow, travel safely to a colleague, and pick up exactly where it left off next month.

data

Your financial data

You bring it to the file. It never leaves your machine. The app reads it — nothing is stored on our servers.

docs

Documentation + run history

Co-created by you and the app. Steps, logic, change log, outputs. Always current. Always attached to the data it describes.

tools

Portable JavaScript tools

Each step runs via a JS tool — found or created by the app. Portable and fast. Some steps use an LLM. Most don't need to.

Open standard. Take your WPF file to Claude, ChatGPT, Gemini, or any AI environment — the prompt ships with the file. Read the spec on GitHub →

what it actually does

You describe it.
It runs it. You review the output.

Tell the app what needs to happen — in plain language, no code. The AI builds the tools, runs the steps, and formats the output. You stay in the role you're good at: the expert who knows if the answer is right.

you say
"Flag AP invoices over 90 days, group by vendor, flag duplicates."
you get
Exception report, grouped and flagged, ready to review.
you say
"Compare actuals to budget by department, highlight variances over 5%."
you get
Variance summary with commentary fields pre-populated.
you say
"Reconcile cash to GL, identify unmatched items over $1,000."
you get
Reconciliation with open items list, ready to sign off.
how a workflow is built

Start in minutes.
Run it for years.

1

Bring your data

Upload a file, paste from a report, or connect a live source. Your data goes into the WPF file — it stays there.

your data, your control
2

Describe what needs to happen

Plain language. The app listens, asks clarifying questions, and builds the workflow step by step.

AI assisted
3

Tools are found or created

Each step runs via a portable JavaScript tool. Fast, repeatable, independent. Steps that need judgment use an LLM — precisely, just for that step.

JavaScript toolsLLM where needed
4

Review and refine the output

You know this work well enough to spot what's right. Adjust, re-run, save. Change log is automatic.

your expertise
5

Save it — it's yours completely

Lives on your machine. Encrypted. Run it next month with full history and all tools intact.

your machine, your file
6

Share it with one person

Encrypt and get a link. They open it, run it, get the same output. The tools travel with the file. No setup needed.

portable by design
this work compounds

Not a chat session.
A professional asset.

Every run logs what happened. Every change is tracked. Six months from now you'll have a library of processes that run themselves — each one more refined than the last.

Month 1

Workflow created

AP reconciliation — data loaded, tools built, first run complete.

Month 2

Refined — 2 tool updates logged

Duplicate flag added. Vendor grouping adjusted. History saved automatically.

Month 3

Shared with a colleague

Encrypted, sent by link. Colleague ran it independently — tools included.

Month 4+

Running without you in the room

Team loads it, runs it, closes on time. You built the system.

start with something you know

Pick the process you've rebuilt from memory three months in a row.

You'll know immediately if the workflow is right — because you've done it enough times to know. That's the whole point.

reconciliationsbudget vs. actualAP reconciliationcash positionfund NAVmanagement reportingaudit prepintercompany eliminationsweekly varianceboard packpayroll review
the share moment

Build something good enough to send.

When a workflow is ready, encrypt it and share a link. A colleague opens it, runs it, gets the same output. No setup. No explanation. The workflow explains itself.

you run itencrypt + share linkcolleague runs it"how did you build this?"

That last question is a compliment to the person who built it — not the software.

Run your first workflow today.

Pick a process you rebuild every month. Describe it. The app does the rest.

No credit card. No setup. Free to start.