Skip to Finance Workflow Lab

Shared Lab · Three synthetic cases

Three synthetic finance workflows with every rule and output in view.

The Lab reconstructs expense aging, FX close calculations, and order reporting from a two-week cross-company iResearch assignment. Choose a record or rate to see the source, fixed rule, exception, calculation, and resulting output.

Internal pilot formatCo-developedFully synthetic dataNo production-adoption claim

Build-time results

The bundled fixture produces these three checked outputs.

These numbers come from the bundled synthetic fixture. They are not usage, adoption, or business-impact metrics.

5reminder rows emittedafter status, period, owner, aging, and reminder-window controls
6FX rows recalculatedfrom frozen synthetic quotes with a calculation receipt for every row
7source rows reconciledacross signed orders and opportunities before four report views

01 · Expense aging and reminders

Why each record is included or excluded.

12-field sourceRule controls9-field output

Select an included or excluded record to trace status, period scope, aging threshold, ownership, and the exact reminder row emitted. Excluded records show the rule that stopped them.

Included5 records
Excluded4 records

Decision trace

SYN-EXP-101

Included

Workflow complete > 3 days. The record was routed to Avery Chen.

Source rows
1
Source status
workflow complete
Submitted
2026-06-21
Source amount
1,240 CNY
Company
Northline Studio LLC
As-of date
2026-06-26

Evidence preview

9-column reminder output

1 selected output row
Selected expense reminder output with nine columns
Reminder TargetOwnerTriggerRecord IDOrder TypeBilling PeriodUnpaid AmountAgingReminder Message
Accounting reviewerAvery ChenWorkflow complete > 3 daysSYN-EXP-101Rail travel1,2405 days stagnantPlease review SYN-EXP-101; the workflow has been complete for 5 days.

02 · FX close calculation receipt

How was each synthetic close rate recomputed?

Frozen quotesNormalize15 populated fields

Choose one of six rows to inspect raw and normalized inputs, conversion direction, path, formula, inverse checks, and the A–P template preview. This is not a live-rate service.

Calculation receipt

CNY→USD · Ending

Checks passed
PathCNY → USD
Formula0.1388888888888889
Unrounded result0.1388888889
Inverse check1

Current synthetic inputs

Raw1 USD = 7.2 CNY
Normalized1 USD = 7.2 CNY
DirectionCNY→USD · reciprocal

Prior synthetic inputs

Raw1 USD = 7.1 CNY
Normalized1 USD = 7.1 CNY
DirectionCNY→USD · reciprocal

Reference format

15 populated fields + visual spacer N

0 runtime network calls
Selected FX import row with fifteen populated fields and spacer N
AFrom CurrencyBTo CurrencyCCurrent DateDCurrent TypeECurrent RateFCurrent InverseGCurrent NoteHCurrent CheckIPrevious DateJPrevious TypeKPrevious RateLPrevious InverseMPrevious NoteNReview spacerODeltaPDelta %
CNYUSD2026-06-30Ending0.13888888897.2Synthetic inverse from the USD/CNY close12026-05-29Ending0.14084507047.1Frozen synthetic prior close-0.001956181534-1.388888889%

03 · Order report automation

How two source files become four reconciled reports.

2 sourcesDerive + aggregate4 report tabs

Signed Orders and Opportunities are validated, deduplicated, derived, aggregated by business unit, and reconciled before the four fixed report views are displayed.

Source 01

2Signed Orders rowsActuals, agency split, and cross-year flag

Source 02

5Opportunity rowsPipeline, month normalization, and Q3/H2 risk

Control

7Rows reconciledInclusive = excluding agency + agency

Report preview

Net Sales

CNY thousands
Net Sales by business unit
Business UnitSigned ActualOpportunity PipelineCombined ViewQ3 High-Risk PipelineH2 High-Risk Pipeline
Fieldstone021021000
Northline7208001,520800480
Westhaven4606501,1100650
Grand Total1,1801,6602,8408001,130

Reconciliation receipt

Inclusive value = excluding agency + agency

Passed
Rows checked
7
Inclusive total
3,660,000 CNY
Excluding agency
3,205,000 CNY
Agency
455,000 CNY
Total difference
0 CNY