Summarize clearing balances
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Group
Groups clearing rows by source and order
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Calculate
Computes debits, credits, and open balance
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Classify
Labels each balance as closed, aged, or open
Artifacts by Prowork
Interactive dashboards built on logic you can trace.
Artifacts turn the output of any Flow into dashboards, reports, and exception queues your team can explore and share. Every number stays connected to the Flow that produced it.
Accounts payable
Invoices ready to post
10 of 17 invoice lines are ready to post and 7 are held for review.
Net invoice value is $75,817 across 15,092 units, including credits.
- Overview
- Held lines7
- OCR review4
- Warehouses
- Credits
Search PO, invoice, SKU, warehouse, or status AllAll
Ready rate 10 of 17
59%
Lines ready to post
Held lines 41%
7
Held for review
Total units 17 lines
15,092
Across selected lines
Net invoice value Net
$75,817
Includes credits
OCR confidence Avg.
88%
Across all lines
OCR risk map
Line amount by OCR confidence
- Ready
- Held
- 68
- 76
- 84
- 92
- 100
Invoice value timeline
Line amount by invoice date
- Jan 09
- Jan 15
- Jan 21
- Jan 29
Readiness lanes
17 lines- Append to tracking sheet10 lines
59% of selected queue
- Hold for review7 lines
41% of selected queue
Warehouse unit flow
- CA-3PL
- NJ-3PL
- TX-3PL
The fastest-growing brands accelerate with Prowork.
The fastest-growing brands accelerate with Prowork.
From manual work to answers
Stop rebuilding the report. Start acting on it.
Capture the process once, on your own data and without an IT ticket. Every run after that produces a current dashboard or exception queue, so the week goes to decisions, not to rebuilding the spreadsheet.
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Flag accounting review items
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Join
Combines results with clearing balances
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Flag
Keeps exceptions and aged clearing activity
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Prioritize
Assigns severity and next action
Reconcile in-transit transactions
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Join
Matches ecommerce rows to ERP by ID
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Calculate
Compares net amounts and computes variance
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Classify
Labels each as matched, missing, or mismatched
Format ERP journal entry file
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Filter
Keeps January rows still in transit
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Map
Assigns debit and credit clearing accounts
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Format
Produces ERP-ready journal lines
Export JE-ready CSV
Post entries to NetSuite
Month-end close01. Build the Flow
Every rule on a canvas you can check
Rules and calculations stay explicit, with AI kept to the steps that need judgment. The people closest to the work can validate the logic on live data and change it when the process changes.
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- Needs review Month-end close
Accounting review queue
Six transactions are flagged for review, five of them high priority. They carry $1,109 of absolute variance and $439 in open clearing balances, the oldest at 12 days.
6 shownAccounting review items
Select a row to see the action and supporting detail
Priority Transaction Reason Variance Open balance High ECOM-1003 Payment still unsettled after month-end $207.28 $207.28 High ECOM-1004 Ecommerce and ERP amounts do not agree $1.00 $48.24 High ECOM-1007 Settlement is missing from ERP $140.67 $140.67 High ECOM-1008 Settlement is missing from ERP $543.05 $43.05 High ECOM-1010 ERP entry has no matching source -$155.00 — Medium ECOM-1009 ERP entry has no matching source -$62.10 — High priority 5 of 65
Needs attention first
Absolute variance 62%$1,109
Mostly settlements missing in ERP
Open balance 12d$439
Oldest item still in clearing
02. Share the Artifact
The result, ready for the whole team
The Flow’s output becomes a dashboard, report, or exception queue people can filter and drill into. It regenerates on every run, and every number traces back to the step behind it.
What you can build
A chart, a dashboard, a scorecard, a queue.
The shape depends entirely on what you ask for. Most follow the same arc: headline numbers up top, charts that show their shape, and a table into the rows behind them.
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Executive summary
Revenue and margin overview
KPI tiles up top, the supporting charts below. Current every Monday when the Flow runs on a schedule.
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Exception queue
Shipment exceptions and SLA risk
Late shipments ranked by the order value at risk, in a queue the team can filter and work through.
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Partner scorecard
Wholesale OTIF scorecard
Reliability by partner and month, with filters and search so anyone can answer their own follow-up.
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The Flow behind it
Every Artifact sits on a Flow
The sources, matching, and rules that produce the page stay visible on the canvas, so the owner can fix a rule and rerun.
How Artifacts compare
The speed of a prompt. The trust of a governed report.
BI tools are governed but slow to change. General-purpose AI is fast but hard to check. Artifacts are built in minutes by the people closest to the work, on a Flow anyone can trace.
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BI tools
Built for governed, company-wide metrics.
- Building one
- Weeks of data modeling before the first chart, usually through a data or BI team.
- Changing it
- A new filter or metric goes into the team’s queue.
- Where the data comes from
- The warehouse, once a pipeline has been built.
- Checking a number
- Governed, but the logic lives in models only the data team edits.
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General-purpose AI
Fast for exploring data you have on hand.
- Building one
- Minutes from a prompt.
- Changing it
- Asking for a change often regenerates the page, so layout and numbers can drift between versions.
- Where the data comes from
- Whatever was brought into the conversation when it was built.
- Checking a number
- The calculation happens inside the chat, so it’s hard to audit after the fact.
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Artifacts in Prowork
Fast to build, on logic you can check.
- Building one
- Minutes from a prompt, with no ticket to IT.
- Changing it
- Edit one section or ask for a follow-up. The rest of the page stays put.
- Where the data comes from
- Already in the Flow, and refreshed on every run.
- Checking a number
- Every number traces to a visible step in the Flow.
Bring the report you rebuild every week. We’ll show you it as an Artifact, on your data.
Filter, sort, and drill in
Interactive by default.
An Artifact isn’t a static image. Every control acts on the same data from the latest run, so whoever you send it to can answer their own follow-up question. Viewers can download a CSV of whatever they’ve filtered to.
Read about Artifact types-
Filter bars
Narrow the page to a segment or date range
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Search
Type to find matching rows
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Tabs
Split content into sections
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Toggles
Switch views, metrics, or states
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Sliders
Set a threshold and watch it respond
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Sortable columns
Click a header to reorder
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Expand & collapse
Open grouped rows and sections
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Drill-downs
Click a row for its detail panel
Prompt an Artifact
Name the audience and the decision.
Describe what you want and Prowork builds the page: tiles, charts, controls, and tables. The richer the ask, the more complete the result. Follow-ups adjust what you already have, and you can edit just one section without disturbing the rest.
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Describe the look
“Use our brand green for positive variance and grey for everything else.”
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Upload a reference
A brand guide, a screenshot of an existing report, or the PDF this dashboard replaces.
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Use your company logo
Set once by an admin. Swap it later and Artifacts pick it up on their next run.