Project Wisdom

Synthetic Demo · No Live Company Data

Enter the Demo

An AI Harness for Corporate Accounting and Finance

The close, prepared by AI. Approved by people.

Project Wisdom brings in your ledger, your reports and the documents that explain the business, indexes them in one database, and prepares the work: journals, reconciliations, review briefs, flux and filing drafts, with the checks it ran and the sources it read. Your people review, approve and post in Oracle.

Enter the Demo Watch the Overview

Synthetic data · One sign-in

  1. The Adjusted EBITDA Bridge: a waterfall from net income of $10.6M up through income taxes, interest, depreciation and amortization to EBITDA of $19.5M, then the add-back list of $4.1M to adjusted EBITDA of $23.6M, which sits $3.4M under the P1 outlook of $27.0M; above it four figures: adjusted EBITDA, the gap to the outlook, the add-back list and $77,412.85 not counted yet.
    FP&A · Adjusted EBITDA BridgeWhat moved adjusted EBITDA off the outlook.
  2. Balance Sheet Review: a treemap of June’s assets, $149,005,479.84, each tile sized by its balance, with cash the largest and five accounts lit to talk about; beside it the list of those accounts in the walk’s order, among them 12500 Unbilled Receivables and 14200 Prepaid Insurance, and the colour key for the walk’s states.
    The Close · Balance Sheet ReviewWhich accounts to talk about before sign-off.
  3. Subsequent Disbursements: a flow of $345,845.30 of payments for May or earlier, 69 items, into what covered each one: the May aging, the May accrual, a rule or a prepayment, and a gold band to the four items nothing covered, with $12,226.25 in two payments open to decide; under it the scan against the filing clock, 47 business days before the 10-Q files.
    AP · Subsequent DisbursementsWhich payments after month-end nothing covered.
  4. Cash Flow Forecast: ten days of cash on two scales, columns for what comes in and goes out each day and a line for the cash at each close against the $5,000,000.00 floor; every close is under the floor and the lowest, Thu Jul 16, is called out at $411,519.13; under the chart that day’s receipts and payments by item.
    Cash and Billing · Cash Flow ForecastThe day cash closes lowest, against the floor.
  5. The Reconciliation Workbench for Right-of-Use Assets, account 16000: the GL at Sat Jun 27, $25,662,696.47, and Wisdom’s derivation and the lease system’s file, each $26,778,446.20, as three bars, the difference of ($1,115,749.73) explained by two timing entries not yet posted, JE-1066 for a new lease and JE-1067, and four steps from working the items to the review and ARCS; under it the roll-forward from the May balance through a new lease, June amortization and the rest of the leases to Wisdom’s derivation and the GL.
    The Ledger · Reconciliation WorkbenchWhether the ledger agrees with the lease system.
  6. Earnings Release and Call: a runway of the quarter’s dates from today, Jul 2, to September, with three tracks, before Q1 final, the release and call 13 SEC days after it, and the Q1 10-Q, each with its days left; under it last quarter’s 12 questions, with revenue’s move of $7.57M the largest bar against a $1.0M line.
    SEC Reporting · Earnings Release and CallHow many SEC days are left before the release.
  7. TB Review: Company 100’s income statement trended from March to June 2026 in thousands, line by line from revenue through direct cost and the indirect pools, with June against May in the last column and the cells that moved outside their usual band tinted and marked off trend, under the title June’s net income is $4,065,126.69, down $1,122,438.04 on May.
    The Close · TB ReviewWhat popped on the trial balance this month.

Seven exhibits, each from a page of the demo · Synthetic data

What It Covers

Across the Finance Function

Fourteen sections of the demo, one page of each. Choose one to see what Wisdom prepares there, what a person decides and where it is posted or filed.

  1. Home
  2. The Close
  3. The Ledger
  4. Contracts and Revenue
  5. Cash and Billing
  6. AP
  7. Payroll
  8. Projects and EAC
  9. GovCon
  10. Tax
  11. SEC Reporting
  12. Audit and SOX
  13. M&A
  14. FP&A
The Controller Dashboard: seven areas of the close as progress lanes, cost adjustments, journals, subsidiary trial balances, the home office allocation, intercompany, flux and TB review and reconciliations, each split into done, on its way, not started and late against today’s pace, with what is late or blocked named beside it: 9 cost adjustments not started and 2 journals late.
Home · Controller Dashboard

Home

Wisdom Prepares
The close by area against today’s pace, with what is late or blocked named.
A Person Decides
The controller’s calls: what to unblock first, and who is asked.
Posted or Filed
Nothing posts from here. Each lane opens the page where the work is done.
Close Quality: May’s close against its four targets as paired bars centred on the target, days to close 6.8 against 7.0, first-time acceptance 74.5% against 75.0%, rework items 9 against 10 and late adjustments 4 against 5, three met and one 0.5 points short; under it the business days per stage, March against May.
The Close · Close Quality

The Close

Wisdom Prepares
The last close measured against its targets: days to close, first-time acceptance, rework, late adjustments.
A Person Decides
Which changes to make before the next close begins.
Posted or Filed
Recorded in Wisdom. A person presents it to the audit committee.
The Cost Adjustment Workbench for CSTADJ-1105, a miscellaneous cost transfer of $1,946.52: where it lands in the GL, from account 60210 to account 61410, and under it the ten steps of its preparation, review and upload: five done by Wisdom and the preparer, then the second look, the review, the upload due by 16:30, and costed and posted, not yet seen in Oracle.
The Ledger · Cost Adjustment Workbench

The Ledger

Wisdom Prepares
The entry, drafted and checked: its lines, where it lands in the GL and the file Oracle imports.
A Person Decides
A second person reviews it. The preparer uploads it.
Posted or Filed
In Oracle, by a person. Wisdom brings in the posting report.
ASC 606 Analysis: the five steps, contract, obligations, price, allocation and method, as a grid for five contracts, each cell concluded with its date, to conclude, or flagged, with no basis, rates pending, past price, Oracle differs and estimate rose named in the flagged cells, and June revenue beside each contract; 7 of 14 steps are flagged.
Contracts and Revenue · ASC 606 Analysis

Contracts and Revenue

Wisdom Prepares
The five steps for each contract, with a draft conclusion and what each step still waits on.
A Person Decides
The conclusions: the selling price basis, the method, the price.
Posted or Filed
Revenue is booked in Oracle. The conclusion is recorded in Wisdom.
Cash and Investments: stacked columns of what can reach the operating fund by each day, $5,305,078.29 today, $7,693,229.24 by transfer, $11,580,293.89 by Mon Jul 6, $19,858,061.26 by Tue Jul 7 and $20,107,103.41 by Tue Jul 28, with $5,924,225.13 not reachable; tonight the fund closes $341,907.81 under the $5,000,000.00 floor.
Cash and Billing · Cash and Investments

Cash and Billing

Wisdom Prepares
The cash position by day: what is in the fund, what can reach it and by when, against the floor.
A Person Decides
Whether to move money, and which leg goes first.
Posted or Filed
At the bank, by a person. Wisdom drafts the request.
AP Home: the AP flow of 233 open invoices, $2,955,745.78, thinning from held at screen, 7, to with the AP staff, 118 with 23 past day 3, to ready to hand off, 29, then 79 handed off and seen in the payables system as not yet vouchered, 38, awaiting approval, 17, and approved, 24; under it who carries what, by business days on the desk.
AP · AP Home

AP

Wisdom Prepares
The open invoices by where they wait, with the fraud flags and the load on each desk.
A Person Decides
Approvals and holds, invoice by invoice.
Posted or Filed
Vouchers and payments in Oracle. A person uploads the file.
Payroll Reconciliation: labor across companies as a netting map, Company 100 relieved of $14,651.10 in five charges, with arrows to Company 110, the Precision Division and Company 130, each charge numbered with its amount and marked not drafted, the whole netting to $0.00; under it what needs a person, 8 of 8.
Payroll · Payroll Reconciliation

Payroll

Wisdom Prepares
The pay period’s register against each company’s ledger, and the labor charged across companies, netted to zero.
A Person Decides
The disposition of each difference, and each drafted entry.
Posted or Filed
In each company’s own ledger, by a person.
The EAC Portfolio: June’s estimate changes as a horizontal bridge by project, from June revenue before the catch-ups of $8,903,417.61, up on three lines and down on three, the largest, CF20096, taking $45,738.31 past its price, to June revenue of $8,886,227.02, a net change of ($17,190.59); above it revenue up on 5 projects, down on 8, and a 9.9% margin at completion.
Projects and EAC · EAC Portfolio

Projects and EAC

Wisdom Prepares
The month’s estimate changes, project by project, and what each adds to revenue or takes from it.
A Person Decides
Program managers give the why. The final estimates are theirs.
Posted or Filed
In the project ledger, by a person.
The Rate Workspace for Company 110: the year to date drawn as a flow in millions, seven groups of ledger cost at the left, indirect labor $8.85M, benefits and taxes $5.03M and the corporate allocation $3.24M the largest, running as ribbons through fringe at 31.62% into the pools at the right, manufacturing at 139.40%, engineering at 91.79%, field services at 59.35% and G&A at 9.79%; recruiting of $148,207.36 is followed two ways, as the ledger has it and as the rate workbook has it, where engineering would fall 2.78 points to 89.01%.
GovCon · Rate Workspace

GovCon

Wisdom Prepares
The evidence behind each indirect rate: the pools and bases as the ledger has them, tied both ways, and each difference from the rate workbook named.
A Person Decides
Government accounting decides each difference and ratifies the model. The rates of record are theirs.
Posted or Filed
The rate package and the incurred cost claim are signed and submitted by people. Wisdom submits nothing.
The Monthly Provision Estimate: a Marimekko of June’s tax estimate by entity, the width each entity’s pretax and the height its rate on pretax, with Company 100 at $1,016,094.85 and 24.29%, Company 110 at $501,064.66 and Company 300 the tallest at 33.08%, against the blended 24.44% as a dashed line; June’s estimate is $2,084,622.00 on pretax of $8,531,159.35.
Tax · Monthly Provision Estimate

Tax

Wisdom Prepares
The month’s tax estimate by entity: its pretax, the rate on it and the accrual.
A Person Decides
A person reviews each entity’s estimate and the judgment lines.
Posted or Filed
The entry in Oracle, by a person. Wisdom files no return.
Earnings Release and Call: last quarter’s moves against FY2025 Q4 as bars from a $1.0M default line, revenue up $7.57M, cost of revenue up $5.19M, gross profit, operating income and net income up, operating cash flow down $2.36M and cash up $3.16M, with the change and percent change beside each; 12 questions, 3 sent to a person.
SEC Reporting · Earnings Release and Call

SEC Reporting

Wisdom Prepares
The quarter’s moves ranked into likely questions, each drafted with its figures cited.
A Person Decides
What is said on the call, and every disclosure judgment.
Posted or Filed
Through the SEC tools, by a person.
The Risk Control Matrix for Q1 FY2027: key controls counted in a grid, eleven processes down and five assertions across, existence, completeness, valuation, rights and disclosure, each cell shaded by its count from none to 12; Fixed Assets has no key control on any assertion and is marked high risk on four, 18 of 55 cells have none, and each row ends with the risks that need attention, 16 of 16 for Fixed Assets and 7 of 23 for the financial close.
Audit and SOX · Risk Control Matrix

Audit and SOX

Wisdom Prepares
The control matrix by process and assertion: where coverage is thin, which tests run behind and the changes waiting on a decision.
A Person Decides
Control owners decide each change, testers conclude each test and officers sign the certifications.
Posted or Filed
The matrix and its evidence are kept in Wisdom. The certifications are signed by officers and filed through the SEC tools.
Significance Tests: each deal’s three tests, investment, asset and income, as columns in percent of the registrant against the 20% and 40% lines, for four deals, two projected and two as filed, with one test of each deal drawn darkest, one at 42.29% and one at 24.11%; above it the days until the next dates and the aggregate, 10.10 points under its 50% line.
M&A · Significance Tests

M&A

Wisdom Prepares
The three significance tests for each deal, and the audited statements each result calls for.
A Person Decides
The determination, recorded with its reason.
Posted or Filed
The 8-K and its statements, through the SEC tools, by a person.
Guidance and Risks: five guidance ranges as tracks from low end to high end with the midpoint marked, revenue, net income, adjusted EBITDA, GAAP EPS and adjusted EPS, each filled to where the FY27 estimate sits, with the part given up since guidance was issued in gold and how far up its range each one is, from 60.2% to 66.4%.
FP&A · Guidance and Risks

FP&A

Wisdom Prepares
The year’s estimate inside each guidance range, and how far each risk would move it.
A Person Decides
Hold, narrow, raise or lower the range.
Posted or Filed
Issued in the earnings release, by people.

Also in the demo, not pictured here: Knowledge.

From Source to Sign-Off

Point at a Figure. See Where It Came From.

One reconciliation from the demo, Prepaid Insurance. Three of its figures are marked. Choose one to follow its trail, in that page’s own words.

The Reconciliation Workbench for Prepaid Insurance, account 14200, Company 100: the GL at Sat Jun 27, $4,401,340.72, over the schedule, $4,324,013.74, a difference of $77,326.98 in four items, of which $12,406.19 has no class or entry yet and $64,920.79 is carried by a drafted entry; below, four steps from working the items to the review and ARCS.
The difference, $77,326.98 The schedule, $4,324,013.74 Not yet explained, $12,406.19
The Ledger · Reconciliation Workbench · A capture from the demo, synthetic data
  1. Brought InReports and files from each system; nothing writes back.
  2. KeptThe original file, as it came.
  3. FingerprintedSo a later change shows.
  4. CheckedIn code, by rule.
  5. Signed OffBy a person.

An illustration on a capture, not the live product. The words in each trail are the pictured page’s own: its self-checks, its source line and its evidence list.

The Difference$77,326.98

  1. The Figure

    $77,326.98

    The GL over the schedule, in 4 items.

  2. The Calculation

    $4,401,340.72 less $4,324,013.74

    The GL less the schedule, checked against the 4 listed items, $77,326.98.

  3. The Sources

    The trial balance at the close of Sat Jun 27

    And the schedule, PREPAID-ROSTER-14200-202606, read Wed Jul 1, 06:08.

  4. The Fingerprint

    SHA-256 e57b21…9d4c

    On the schedule file. A sample record in the demo.

The Schedule$4,324,013.74

  1. The Figure

    $4,324,013.74

    The schedule’s balance at Sat Jun 27.

  2. The Check

    $4,416,124.79 plus 3 movements that net to ($92,111.05)

    The balance at the close of Sat May 30, rolled forward, against the schedule’s balance.

  3. The Source

    PREPAID-ROSTER-14200-202606

    The prepaid insurance roster, as its preparer keeps it, and a generated sample population of 73 rows.

  4. The Fingerprint

    SHA-256 e57b21…9d4c

    Attached by Wisdom, Wed Jul 1, 06:08. A sample record in the demo.

Not Yet Explained$12,406.19

  1. The Figure

    $12,406.19

    No class or entry yet.

  2. What It Is

    2 items, the oldest 10 days

    INV-30217, $4,912.50, and INV-30112, $7,493.69.

  3. The Support

    None attached yet

    The page says so: it is the only money with nothing behind it.

  4. Whose Move

    The preparer’s

    Each item is theirs to class, or to answer with an entry or its support.

Under the Hood

One Database Underneath Everything

Three exhibits from the leadership deck on how Wisdom is built: what comes in, where it is kept, and why the database matters more than the AI on top of it.

  1. The Architecture · Five Stages

    Everything Indexed in One Postgres Database

    Reports, workpapers and documents arrive through a SharePoint library, where an agent files each original and fingerprints it. One PostgreSQL database indexes them all, and Wisdom is built to recalculate each figure by a second, independent path before a person decides.

    Five stages left to right: what goes in (system reports, Excel workpapers and documents), the SharePoint source library that keeps each original, fingerprints it and files it by company, period and type, one PostgreSQL database holding facts, objects, links, a knowledge index, memory and an audit trail, Python engines that calculate a figure on two independent paths and show it when they agree, and the AI drafting with citations while a person decides.
    From the leadership deck · Illustrative, synthetic examples

  2. Daily Monitoring · One Month, Two Ways

    Checked Every Day, Not at Month End

    Wisdom is built to check each day’s transactions as they post, so a miscoded entry surfaces that morning with its reason, a drafted fix and the person it goes to, instead of under deadline at the close.

    One month two ways: today, issues pile up unseen through the month and are found during the close under deadline; with Wisdom, each day is checked and each catch is resolved the day it appears, so the close is calm. Beside it, what the daily checks catch, from miscoded division and department combinations to funding headroom running low, and under it day 12, when JE-0331 is flagged that morning, a reclass is drafted and routed to the preparer.
    From the leadership deck · Illustrative, synthetic examples

  3. The Foundation · The Gap Is the Database

    Why an Agent Alone Is Not Enough

    An AI agent on its own works inside one system and sees only what it is handed. Wisdom gives agents one database of the company’s systems, files and decisions, kept inside the company’s own boundary.

    An AI agent on its own beside Wisdom, with the gap between them labelled the database: the agent works inside one system on one task, sees only what it is handed and starts from zero each time; Wisdom puts one database under its agents, fed by the ERPs, reconciliations, planning, daily transactions, Excel and policies, that watches each day and remembers each decision and its reason.
    From the leadership deck · Illustrative, synthetic examples

The Month, in Order

Six Moves Through a June Close

Six pages of the demo in the order a close runs, on business day 4 of 10. Each picture opens larger.

  1. Today
  2. Reconcile
  3. Review
  4. Post
  5. Explain
  6. Consolidate

  1. Home · Today

    Start With What Is Due

    Wisdom ranks the day by urgency and by the cutoff each item must beat. The accountant starts with the one that is late.

    Today: 14 items to be in by Tue Jul 7 laid out by urgency and by the gate each must beat, the project ledger closing today at 16:30, the last journal upload at 17:00, the prelim allocation and later; one item is late, JE-0017, five are due today, and under it your part of today against the 16:30 and 17:00 cutoffs.

  2. The Ledger · Reconciliation Register

    Reconcile, as the Ledgers Close

    Each account opens when its gate passes. Thirty-four can finish today, and Wisdom shows what the rest wait on.

    The Reconciliation Register: Company 100’s 92 accounts in work order, 34 can finish today, 38 waiting, $2,026,940.70 not yet explained and 8 completed in ARCS, then a runway of the gates each waiting account follows, the inventory close, the project ledger close and the entries still to post, by business day, and at the foot the start of the late entries’ row, in red.

  3. The Ledger · Review Packet

    Review, Line by Line

    The reviewer reads the brief and the tie to the support, then types why and records the one review.

    A review packet for JE-1016R, a bonus true-up of $88,150.19 each side, balanced and matched to its support: its risk scale reads medium, 22 of 80 points, its debit lines by department sit over the one credit to accrued incentives, and under it all six lines match the comp model to the cent, with a difference of $0.00.

  4. The Close · Submission Queue

    Post, in Oracle

    A person uploads each reviewed package into Oracle. Wisdom reads the posting report back and names what it has not seen.

    The Submission Queue: four packages must reach Oracle today, one of them late; a timeline from today’s 16:30 close of Oracle Projects through tonight’s posting to Mon Jul 6, each package a token with its number, amount and state, to upload or uploaded, and JE-0017 marked late and unseen in three posting reports.

  5. The Close · Flux Analysis

    Explain What Moved

    Wisdom drafts a reason for each move past materiality from its entries, and marks the part with no reason yet.

    Flux Analysis: six accounts moved past materiality in June against May, drawn as bars either side of zero and filled with the reason for each move, a second shift, a renewal billed in May, an export-compliance review, with the part that has no reason yet in red: $30,337.47 on account 60000, Indirect Labor.

  6. The Close · Elimination Matrix

    Consolidate, Pair by Pair

    Wisdom ties the intercompany charges pair by pair and names the residual. A person runs the consolidation in FCCS.

    The Elimination Matrix: three company pairs as bars filled by the count of charges that tie, one tied 23 of 23, one named 14 of 15 and one open at 35 of 43, with June’s residual of ($32,517.55), ($34,346.84) of it named in five items and $1,829.29 not explained yet; under it the residual built up piece by piece.

Who Does What

Wisdom prepares and checks. A person approves, posts and files.

What Wisdom does on its own, what a person does, and in which system
The WorkWisdom, on Its OwnA PersonIn
A JournalDrafts it, checks its account strings against the chart and attaches the support.Reviews it, then approves and posts it.Oracle Fusion
A ReconciliationRolls the schedule forward, ties it to the ledger and lists each difference.Reviews it and certifies it in ARCS. Wisdom reads the status back.ARCS
The ConsolidationMatches the intercompany pairs and drafts the eliminations.Runs it and reviews the result.FCCS
A FilingDrafts the sections from closed figures, each one cited.Writes the judgment, signs and files.The SEC Tools
The PeriodTracks what is open, late or blocked.Closes it.Oracle Fusion

Wisdom has no write path to the ledger. Nothing it prepares posts, approves, certifies, closes or files on its own.

See a Morning in the Demo

A morning in the June close: the late item, a reconciliation, a figure traced to its source, a review recorded, and the read-back.

Play How to Use It 1:33
How to Use It · 1:33 · Narrated, in the demo

The Way In

Take the Controller’s Seat.

One synthetic set of companies, one June close in progress. The demo opens on Today, in the controller’s seat, on business day 4 of 10.

Enter the Demo

Synthetic data · One sign-in

Pilots and questions: admin@consensusview.io

The Today page as the demo opens it, the whole window: the navigation down the left with its sections, the Home pane beside it, the page in the middle with its two exhibits, 14 items by urgency and gate and today’s hours against the cutoffs, and the Evidence and Context rail at the right with the first move and its sources.
Today, the page the demo opens on · Synthetic data