Getting Started
Workflow People turns your finance and accounting tasks into reusable AI workflows. You describe what you need in plain English, and the app builds a workflow you can run again next month with fresh data.
Quick Start
Already have a .wfp file? (e.g., someone emailed it to you)
- Sign in or create an account
- Click Open in the top-left and select your
.wfpfile - You'll see the workflows it contains — click Run on any of them
That's it. The workflow handles the rest.
Starting from scratch?
- Sign in and open the AI Assistant
- Paste your data (CSV, Excel, or plain text) into the chat
- Tell the AI what you want done — it builds a workflow you can run, modify, and re-run
New here? Follow the Your First Workflow tutorial — it takes 3 minutes.
Key Concepts
| Concept | What it is |
|---|---|
| Workflow | A series of steps that process your data. Each step can use AI, run a calculation, or generate a report. |
| User Data | CSV files you paste or upload into your workspace — bank statements, invoices, chart of accounts, etc. |
| Session | A single run of a workflow. Each run creates a session with its own results and logs. |
| .wfp file | A portable file that packages your workflows, data, and tools into one file you can save, share, or reopen. |
| Knowledge | Reference documents the AI uses when running workflows — your categorization rules, policies, etc. |
Tutorials
Work through these tutorials to see what the app can do. Each one uses sample data you can copy and paste — no real financial data needed.
| Tutorial | What you'll build | Time |
|---|---|---|
| Your First Workflow | Paste bank data + invoices, get a cash forecast — the simplest possible workflow | ~3 min |
| Bank Categorization | AI reads a bank statement and categorizes transactions to GL accounts | ~10 min |
| Expense Allocation | Allocate admin expenses across departments by headcount, sqft, and revenue | ~15 min |
| Invoice Aging | Match payments to invoices and produce an AR aging report | ~10 min |
| PO Reconciliation | Three-way match of POs, invoices, and payments — flags exceptions | ~15 min |
Each tutorial includes a skip-to-result download link if you'd rather see the finished workflow than build it yourself.