How the roll-up gate works
This tool grades a batch of bookkeeping transactions for categorization, sane amounts, dates, and duplicates. It reads 8 transactions and rolls them into one verdict — the worst, never the average — then a gate that can only make it worse.
The 8 transactions
An uncategorized row, an unparseable date or amount, or an exact duplicate is a structural fault - it holds the whole batch no matter how high the clean-rate. An outlier or a possible duplicate only flags that one row for review.
Why: Eight transactions, six category rules. Every amount is sane and every date is in range - but row 6's wire transfer matches no category rule, a structural fault, and row 8's $9,200 AWS charge is a 3-sigma outlier against its five Software peers. The structural fault alone holds the batch at a 94 clean-rate.
No single transaction is the crisis — the clustering is. The roll-up takes the worst, the gate escalates when trouble compounds, and it names the one thing to fix first. Grades a transaction file's structure and consistency, not people; it flags rows to look at and never moves money. Not accounting, tax, or legal advice.