Workbench demo
review in progress
Month-end close

Good morning, Jordan

Here's what needs your approval — and what already matched

Matched
8 / 20
within tolerance, to the PO
Over tolerance
8
need your decision
No PO
4
open — on no PO

This month's close

Job 4471 — Avery Mechanical

Where your review time goes

Exception categories this close
Project readiness

Is this close ready to reconcile?

We don't pretend missing context is known — each input below changes what we can promise.

Review required

Reconciliation project

3-way match · May 2024 · Job 4471

What we can deliver right now

Given what you've sent
Source files

What we received

10 files · every file, its type, and what happened to it. Nothing is dropped silently.

FileDocument typeStatusLinked to
Your approved reality

Reference lists

Your POs, vendors, materials, jobs, units, and the rules learned from your corrections. We match against these — not a generic database.

Your reference lists

Approved values we match against · edit or add entries

Learning memory 3 active

Your corrections become standing rules — you govern them

What the Studio learned

Supplier quirks & unit conventions, safely scoped
Month-end close

Reconciliation

Loading…

Your decisions build a workbook + exception reports you download. Nothing posts to job costing and no vendor is contacted until you load or send the files — you approve, PackFields doesn't operate.see what you get →
Show
LineVendorPOVarianceEvidenceStatus
Deliver

Deliverables

Download your reconciliation — formatted to load into your job costing. You load it; nothing posts until you do.

Job 4471 · this close
Reviewing — 4 lines still need your decision before you can sign.

What you walk away with

Three downloads. You load the file, you attach the report, you send the dispute pack. PackFields posts nothing and contacts no one.

Job-cost import file
12 matched lines · formatted for your system — you load it
Reconciliation report unsigned
One page for your controller — counts, variance, sign-off — you attach it
Vendor dispute pack 2 lines
The kicked-back lines + evidence + variance — you send your vendor

Reports & evidence (§10)

The full reconciliation package — every report a controller or AP team needs.

Advanced: format & field mapping ▾

Format

Format for

What to export

Download the full package, only accepted records, or only what you changed.

Field mapping

PackFields → Procore

Preview

CSV · sample data · first 2 lines
preview
Account

Settings

Appearance, account, team, sources & API

Match tolerance

The "close enough" thresholds every line is matched against. The exception queue's quantity / price within tolerance checks derive from these — change a value and the matches re-evaluate live.

Quantity tolerance
invoiced qty vs received qty
± %
Price tolerance
invoice unit price vs PO unit price
± %
Scope
applies across this client's closes
client policy

Unit conversions are never silent. tons↔tonnes and named equivalents only; loads↔tons / CY↔tons require your approved rule — we never guess a conversion. Per-vendor & per-material overrides arrive in early access.

Color scheme

Pick the workbench look. Applies instantly and is saved to this browser.

Display

Profile

How you appear to your team.

Full name
Work email
Role
Avatar
Shown on review activity
JA

Team

4 members

Evidence sources

Where your files arrive. We pull from these automatically.

Google Drive
Share a folder — we watch it for new scans
supported
Amazon S3
Point us at a bucket — we pull new files on schedule
supported
Email forwarding
Forward invoices and ticket scans to your workspace address
supported
Web upload
Drag and drop files into the workbench
supported

API keys

Send evidence files and pull deliverables programmatically.

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