Your way of working.
Written into the work.

Make the expectations behind a purchase visible: what evidence to collect, which details matter, and who should review the decision.

Create your workspace Explore the workflow

Example workflow

Example company guidance

“Use supplier credit where agreed.”

Proposed by your assistant

Ask when cash is used

If the supplier offers credit, ask the team to explain a cash purchase.

Waiting for the owner’s review

The everyday friction

The rule everyone knows. Until someone forgets.

A cash purchase from a supplier who offers credit. A receipt where a proper tax invoice was expected. A new colleague following an old habit. Instructions need a place beyond someone’s memory.

A clearer way through

Put your company’s
instructions to work.

Step 1
Describe what matters to your company.
Explain your process to an authorized setup assistant. It can prepare proposed company knowledge, form definitions and configuration changes.
Step 2
Review the proposal before it becomes setup.
The owner inspects the proposed changes in the browser and chooses whether to apply them. People and access remain owner-managed.
Step 3
Keep the guidance beside the work.
A connected, authorized assistant can reference approved company guidance. Required fields, evidence, access and approval routing provide the structured checks around the record.

Understand the difference

Guidance for judgment.
Checks for the record.

Example company guidance

Ask why cash was used with a credit supplier.
Request a proper tax invoice for the purchase.
Explain missing context before asking for approval.

Guidance an authorized assistant can reference. These examples are not universal enforced rules.

Structured checks

Required fields on the form.
Amount evidence and source references.
Company and member access.
Approval routing and record state.

Application checks around the record, according to its form and configuration.

Explore purchasing rules

Approval rule

Above the limit? Owner review.

Department: Operations
Within the agreed limit: Designated reviewer
Outside the limit: Owner review

Route work by form, department and amount. Your company chooses the reviewer.

AI assistance, with responsibility

Company guidance,
with clear checks around it.

“Ask why cash was used for a credit supplier” and “Request a proper tax invoice” are examples of guidance your company could give its assistant. They are not universal automatic blocks built into every purchase.

Your company sets its requirements and reviews the evidence. Oklyst does not certify tax compliance.

Explore assistant connections

01You explain the process
What your people need to capture.
02Your assistant prepares a proposal
Forms and guidance for your company.
03You review the changes
Apply them when you’re ready.

Begin with one workflow

A clearer way
to get the work done.

Free during beta. Third-party provider plans are separate.

Create your workspace What’s available in beta

Company guidance,
with clear checks around it.

Your company sets its requirements and reviews the evidence. Oklyst does not certify tax compliance.

Explore assistant connections

Your way of working.Written into the work.

The rule everyone knows. Until someone forgets.

Put your company’sinstructions to work.

Describe what matters to your company.

Review the proposal before it becomes setup.

Keep the guidance beside the work.

Guidance for judgment.Checks for the record.

Example company guidance

Structured checks

Company guidance,with clear checks around it.

See how the rest connects

Receipts lost.Details entered late or wrong.

Every handover.Another explanation.

A clearer wayto get the work done.

Your way of working.Written into the work.

The rule everyone knows. Until someone forgets.

Put your company’sinstructions to work.

Describe what matters to your company.

Review the proposal before it becomes setup.

Keep the guidance beside the work.

Guidance for judgment.Checks for the record.

Example company guidance

Structured checks

Company guidance,with clear checks around it.

See how the rest connects

Receipts lost.Details entered late or wrong.

Every handover.Another explanation.

A clearer wayto get the work done.

Your way of working.
Written into the work.

Put your company’s
instructions to work.

Guidance for judgment.
Checks for the record.

Company guidance,
with clear checks around it.

Receipts lost.
Details entered late or wrong.

Every handover.
Another explanation.

A clearer way
to get the work done.

Your way of working.
Written into the work.

Put your company’s
instructions to work.

Guidance for judgment.
Checks for the record.

Company guidance,
with clear checks around it.

Receipts lost.
Details entered late or wrong.

Every handover.
Another explanation.

A clearer way
to get the work done.