Organize
Bring source lineage, review status, and decision context into one coherent local workflow.
Public boundary notice
A description of PFI,
not PFI itself.
PFI is a local-first workspace for organizing financial evidence, review, and decisions. This page describes that purpose without providing an application, workspace, account connection, data view, or interactive product route.
Purpose
Evidence before action.
Explain
Keep assumptions, formulas, limitations, and evidence visible to the person making a decision.
Review
Keep consequential financial actions behind explicit human review and separate authorization.
Distribution boundary
This public surface has no financial runtime.
- No accounts or credentialsNothing here connects to an institution or identity.
- No records or reportsNothing here loads balances, holdings, transactions, or documents.
- No local connectionNothing here connects to the local PFI application or its databases.
- No external executionNothing here can submit an order, payment, automation, or writeback.
- No exported contextThe minimized read-only integration contract is not published here.