Sandbox preview
Load the same public browser surface used for the prepared live demo.
Open previewFinance automation template
A household finance automation blueprint for open banking, document ingestion, bill reminders, financial summaries, and tenant-scoped integration bindings.
Capabilities
14
Integrations
10
Workflows
8
Knowledge spaces
3
Sample tenant bindings show how the template wires managed and BYOK integrations.
Mistral Primary
managed
connected
Qdrant Finance Cluster
managed
connected
GCS Documents Bucket
managed
connected
Gmail Household Threads
byok
connected
Postmark Transactional
managed
connected
The package exposes durable workflow specs plus knowledge sources for documents, email, and bank data.
pfo.workflow.process-uploaded-document
pfo.workflow.upcoming-payments-reminder
pfo.workflow.generate-financial-summary
pfo.workflow.ingest-email-threads
pfo.workflow.sync-openbanking-accounts
Uploaded Financial Documents
syncing
Household Gmail Threads
syncing
Financial Overview
api