📊 MarxPay Audit Portal

FINANCE
letters, numbers, -, _ only
identifies this batch of files
Upload Files for Your Session
📁
Drag & drop files here, or click to browse
📌 How to use with Claude
  1. Set your Name and Session Name above.
  2. Upload all Bank Statement files (daily .xlsx) for the period.
  3. Upload all Marx Portal Report files (daily .csv) for the same period.
  4. After uploading, copy the Session Path shown.
  5. Open Claude with the spreadsheet-merger and marxpay-audit connectors enabled.
  6. Use a prompt like:
    Merge the bank and marx files in userA-may-audit, then run the audit on the two merged files.
  7. Download the finished audit report from the Audit Reports tab.
Files in Your Session
💡
Enter your name and session above, then click Load Session.
Audit Reports
Files in the server results/ directory.
📭
No reports yet.