01
Define the business
Provide the approved business name, type, your role, and funding purpose.
First clean move
Start With the File Map—Not the File Dump
Describe the business, inventory what exists, choose one focused action, and confirm every material fact before handoff.
Start with metadata. Not a document dump.
02
Inventory the file
List document names, statement periods, what is received, missing, or conflicting.
03
Choose one action
Start with the folder structure, tracker, QA gate, or complete package.
04
Review the result
Confirm every material fact, privacy warning, and next action against source records.
Your safest first request
Use
{
"business_name": "Ridgeway Electric LLC",
"business_type": "contractor",
"user_role": "business_owner",
"funding_purpose": "equipment"
}Do not use
- Credentials
- Full account numbers
- Full Social Security numbers
- Raw statements or tax returns
- Unredacted IDs
Pick the fastest useful starting point
Need structure?
Generate the folder tree first.
Build folders →Need follow-up?
Turn missing items into an owned tracker.
Build tracker →Need the whole system?
Generate the composite operating package.
Build package →