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Context: client files and history
Context keeps the client, job, file tree, and prior work together on the left side of the workspace.
Select a file to open the exact PDF page, spreadsheet sheet, document, or workpaper the job needs.
Workspace
Keep the client files and history, the spreadsheet or document being worked on, cited sources, and the prepared result in one workspace.
One client job

Memwa
Clients
Alder Junction Creative Studio LLC
File tree sort: Name
Files 19
Open a file, workpaper, request draft, or source-support item from the context pane. Memwa keeps the current work in the middle pane.
Review the Q1 packet
Q1 packet review
Workpaper
A walkthrough of one review across nineteen example accounting files. It shows the request, source review, Working, Work Journal, review workbook, open cash difference, proposed revenue cutoff, and missing support from start to finish.
Three workspace regions
Move from the client file tree to the open work, then to Memwa's request, journal, and result without losing the job's context.
01
Context keeps the client, job, file tree, and prior work together on the left side of the workspace.
Select a file to open the exact PDF page, spreadsheet sheet, document, or workpaper the job needs.
02
The active spreadsheet, document, PDF, or workpaper stays open in the center while Memwa works.
Review the source, numbers, formulas, notes, and proposed file changes in their working context.
03
Memwa holds the request, sources, open questions, and result for the current job.
Give Memwa the request, follow its accounting actions, then review the work beside the file it opened.
One client job
Anyone reviewing the work can see the client, job, source file, open question, and result without rebuilding the handoff.
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From client job to prepared work
The request defines the accounting job. The result keeps its sources, review state, and open questions attached.
Files and workpapers
Continue with the PDFs, images, spreadsheets, CSVs, documents, and prior work Memwa reads to build the next workpaper.