Provision agent Public demo — no login

1. Upload files

Workbooks (.xlsx, .xlsm) and supporting documents (PDF returns, extracts, letters). Files stay on this machine.

FileKindSize
demo-ptr-package.xlsmworkbook5399 KB ask
demo-ptr-package.xlsmworkbook5399 KB ask

2. Start a task

Task
Files for this task

The first workbook is the one prepared or reviewed. Every task except an ad-hoc question needs one.

Materiality

Leave blank to use the knowledge-base default (3,000,000, Expert's stated threshold below which differences are not chased ("roughly under 3 million"); applies to each headline number. The user's own figure always wins.), which is flagged in the report.

Runs

RunTaskStatusStepStartedCost
20261109-023643-supporting-schedule-1fe3aa Supporting schedule running lead 2026-11-09 02:36:43 $2.45
20261109-023540-ad-hoc-question-dd3597 Ad-hoc question done done 2026-11-09 02:35:40 $3.06 review