LEXIDATUM / REVIEW FLOW
Where the four-step review flow lives
Every step below is a real page in the signed-in workspace. Sign in first — the workspace is session-gated, so the steps only open once the API confirms your session.
STEP 01
Upload documents
Create a review, choose the service line, then drop bank statements and finance exports into the intake page. Each file keeps its own recognition status.
/workspace/reviews/{id}/intake
STEP 02
Quotation
The quotation is derived from the recognised transaction volume: USD 150 up to 1,000 transactions, USD 300 above that, tailored for audit, analysis, ESG and automation work.
/workspace/reviews/{id}/quote
STEP 03
Processing
Recognition runs on the uploaded files and reports real job progress. Failed jobs can be retried from the same page.
/workspace/reviews/{id}/intake
STEP 04
Financial data
Reviewed entries open in the online spreadsheet with a Transactions sheet and an Account summary sheet. Edits are sent back through the API.
/workspace/reviews/{id}/transactions
Direct entry points
- /workspace — overview with the four-step guide
- /workspace/new — step 1, create a review and upload