Keep the names.
Share the codes.
Your finance team keeps the original records and the private mapping. A scoped review can use coded suppliers and documents.
Read the data preparation checklist first. This tool accepts the VendorCredits CSV template, not arbitrary ERP exports. Using it does not activate a client pilot.
File preparation in your browser
This tool does not upload your CSV or send it to AI. It replaces direct identifiers locally. Amounts, dates and currencies stay unchanged.
Only the eight template columns are accepted. Extra columns are rejected. Use a synthetic example first. For confidential records, use the downloaded tool on an approved company device; disconnect before selecting your file.
Clearing removes the tool’s working state; it is not a certified memory wipe and does not delete downloaded files, device backups or browser extensions’ access. No localStorage or IndexedDB is used. Loading this webpage still creates ordinary hosting requests; your file contents are not included in them.
Before anything is transferred.
Agree the purpose, access, storage, retention and contractual terms. A coded financial export is still confidential.
Review the data-handling approach