Every document moves through stages. Every period exposes prerequisites. Every blocker explains why work cannot continue or what decision is needed.
Simon does not advance a document optimistically. It advances when the required data and validations are present.
A document is never just processed. It is deposited, extracted, validated, qualified, reconciled, posted, then done.
Document timeline with current state, missing prerequisites, and next action.
Hard blockers prevent false accounts. Soft blockers ask for a justified, traceable decision.
Two cards comparing hard and soft blockers with automatic or user-driven résolution.
The period groups documents, bank, bookkeeping, and filing. It is the natural answer to 'what remains to be done?'.
Period view with groups, counters, severity, and proposed actions.
The workflow is idempotent: it can run again without side effects to rebuild current truth.
Qualification, reconciliation, correction, adjustment, filing, or closing.
Simon identifies documents and periods touched by the mutation.
Conditions are reevaluated; resolved issues disappear.
The agent and UI immediately see the next action.
The accounting cycle explains what happens between an importéd PDF or FEC and accounting or tax outputs.