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Apogee Ventures

Portfolio / Product in development

Rectify.

Upcoming · Private release

From scattered financial documents to a reviewable accounting file.

Studio
Apogee Ventures
Product
Accounting preparation workspace
Scope
Product strategy, UX/UI, full-stack development
Status
Private release · Public launch ahead
Rectify development interface with synthetic data: preparation overview with a clear next step, transaction counts and independent readiness checks.
A clear starting point: what has been received, what needs attention and what to do next. Current development capture, 26 October 2026; synthetic data.
01 / The challengeClarity before completion

Bring the file
into focus.

Accounting preparation starts long before a finished report. Statements arrive in different formats, receipts need context, and a transaction description rarely explains the full business purpose. Missing information and unresolved decisions need somewhere to live.

Rectify brings that work into one workspace. The aim is to help accounting teams move from original documents to a traceable, reviewable file while keeping professional judgement with the preparer and reviewer.

02 / The productOne connected preparation workflow

A next step.
A visible trail.

Apogee shaped the product structure, designed the interface and built the application and backend. Overview, Documents, Review, Transactions, Reconciliation and Working papers give the preparation a clear sequence, with firm settings kept separate.

Administrators, preparers and reviewers have distinct responsibilities. Clients have a separate experience for providing documents and answers, without the complexity of the firm’s internal tools.

  1. 01 / Collect

    Keep the originals

    Bring in statements and supporting documents, confirm the reporting scope and inspect how source rows were read.

  2. 02 / Review

    Resolve the decisions

    Review transactions, business use, categories and tax treatment with source evidence close at hand.

  3. 03 / Reconcile

    Check the whole file

    Review account balances, statement coverage and unresolved exceptions before final approval.

  4. 04 / Deliver

    Prepare working papers

    Bring the PDF summary, Excel workbook and supporting ledgers together in a versioned package.

03 / Selected screensReal development captures

The details
stay connected.

Rectify was previously called Sortly. These captures show the current rectify. interface with synthetic example records, taken on 26 October 2026. The interface continues to evolve. Select a screenshot to inspect the complete screen at full size.

Rectify development interface with synthetic data: retained document inventory showing source records, account and currency, coverage status and access to original files.
Document intake. Original files remain accessible alongside account, coverage and source-row information. Current development capture, 26 October 2026; synthetic data.
Rectify development interface with synthetic data: transaction inspector with an original-document link, separate business-use and tax decisions, and space to record supporting evidence.
Transaction review. A filtered ledger sits beside the transaction inspector, with treatment, tax, source evidence and approval kept distinct. Current development capture, 26 October 2026; synthetic data.
Rectify development interface with synthetic data: working-paper delivery with separate reviewer approval, PDF and Excel downloads, and a saved package history.
Working-paper delivery. Approval and package creation are distinct, with previous versions retained. Current development capture, 26 October 2026; synthetic data.
04 / Behind the interfaceA complete application

Designed to review.
Built to trace.

The interface is supported by a TypeScript application, a React frontend, a Node.js server and SQLite storage. Background processing, access checks, retained source documents and versioned exports connect the screens to the actual preparation workflow.

Optional AI assistance is part of that workflow, with explicit processing controls. Reading a document or proposing a category does not replace the accountant’s review or approval.

01

Access by responsibility

Firm and client access, role-specific actions and separate approval responsibilities support the work behind each screen.

02

Source-linked decisions

Original documents, source-row references and recorded corrections preserve context as a file moves through review.

03

Processing that can recover

Queued intake and background work expose progress, cancellation and retry, with checks intended to prevent repeated imports.

04

Working papers with a history

Packages preserve a saved revision and its basis. Later edits do not overwrite previously issued package files.

05 / Design decisionsCalm, legible and explicit

Make complexity
easier to follow.

A warm, restrained palette and readable spacing give dense financial information room to breathe. The overview prioritizes the next useful action, while detailed controls remain available when needed.

Source completeness, accounting treatment, tax, reconciliation and approval are shown separately. A file can be progressing without pretending every decision is finished.

06 / Current statusUpcoming · Private release

Built. Being refined.
Not yet public.

Rectify is in private release while its workflows, document handling and working papers continue to be evaluated and refined. This case study presents the product and development work; public access is not available here.

Independent accountant validation and broader real-world evaluation remain part of the path to public launch. No accuracy guarantee, measured customer time saving or launch date is claimed.

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