Exit Protocol software organizes source-linked financial records, account coverage, reviewed transfer relationships, Money Flow, and bounded deterministic analysis. It does not provide legal advice, an audit, an expert opinion, or a guaranteed result.
| Input / workflow | What to expect |
|---|---|
| Native-text mixed PDFs | Reviewable document-boundary and metadata proposals for supported patterns. Human approval is required; uncertain labels remain for review. |
| Image-only production pages | Image-only production pages remain unresolved in this workflow. Manual review is needed; document organization does not run OCR. |
| Separate transaction extraction | Configured OCR may apply through the separate financial extraction path, with its own provider controls. Extracted candidates are not automatically approved ledger records. |
Current offerings are controlled evaluations scoped in writing. There is no public self-service checkout or fixed-price professional-service package.
A bounded product evaluation using synthetic or properly de-identified financial records and selected supported modules.
A controlled review of a selected forensic financial workflow with counsel or a retained expert.
A bounded technical and operational review before any production-data decision.
Use only records authorized for the evaluation. The current transaction-ingestion path is reviewed around supported PDF statements and CSV exports.
Native extraction and configured OCR paths may produce candidate rows. Missing periods and reconciliation differences are surfaced for human review rather than silently filled.
Confirm source and coverage context, review transfer relationships, and inspect bounded analytical output before any external use.
The service is designed around review boundaries: data minimization, source references, audit logs, and clear limits on what the software can and cannot conclude.
Security ArchitectureReview packets are designed to point back to records, assumptions, and exceptions.
The system prepares materials; counsel and experts decide legal and professional significance.
Hashing and verification surfaces help identify whether outputs have changed.
Enterprise and partner workflows can be scoped around security and procurement needs.
The output is designed as attorney-reviewable support material with source references. Admissibility, filing strategy, and expert testimony decisions remain with counsel and qualified experts.
The current reviewed transaction-ingestion path supports CSV exports and PDF bank statements. Scanned PDFs may require a configured OCR path, explicit provider consent where applicable, and human review before import.
No. Counsel and qualified financial professionals remain responsible for source characterization, completeness, methodology, legal significance, and final use.
Yes. The sandbox uses synthetic data so you can inspect the workflow before trusting the platform with a live matter.
The white paper explains the deterministic tracing, source-linking, AI boundaries, and human review principles behind Exit Protocol.