Pulls every P&L row, marketing spend, ops cost, booking summary and upload-log entry since company launch, sends the aggregated signal to Claude, and returns an executive report covering SWOT, financial audit, data infrastructure audit, and portfolio review.

⚠ No AI key saved. Add one in Settings to enable analysis.

Open Supabase → SQL Editor and run 02_audit_migration.sql (brands, destinations, payments, bookings columns) then 03_suppliers_products_migration.sql (supplier & product tracking for true margin analysis). Both files are in the dashboard folder.

Removes all rows from bookings, booking_payments, monthly_pnl, annual_expenses, marketing_spend, ops_cost, upload_log.

Select all CSV files from owt_group_data_package/csv/. Required files: brands.csv, destinations.csv, destination_aliases.csv, bookings.csv, payments.csv. Also accepted: suppliers.csv, products.csv (unlocks true margin tracking for OWT & TGU).

Groups bookings by brand × booking_month and writes a clean monthly_pnl snapshot. This is what every other view reads.

Layer 1 — Deterministic checks: scans every booking and P&L row to find duplicate bookings, duplicate quote numbers, revenue reconciliation mismatches (bookings sum vs P&L), suspected currency errors on Lakbay/OWT-USA, and data integrity issues (negative margins, cost > sale, future booking dates).

Layer 2 — Claude CFO review: reads the findings, returns root-cause verdicts and a priority-ranked cleanup plan.

ⓘ No AI key saved — Layer 1 checks will still run. Add a key in Settings for the CFO review.

Drop P&L, bookings, marketing spend, or ops cost files — any mix, any order. The classifier reads the columns and filename, picks the right destination, and logs what it did.

Choose one provider. The key is stored in this browser only — never sent to our database.