Glossary

Product terms used across Ilka docs, FAQs, and AI citations. See also the FAQ and the product overview.

Create from scratch

Generator mode where you describe a workbook in plain English. Ilka builds a real .xlsx with layout, typed columns, and realistic sample rows — not your live data.

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Improve my file

Generator mode where you upload an existing .xlsx or .csv and describe changes. Your file is parsed in your browser and the original file is never uploaded. To draft the workbook, Ilka sends the sheet names, headers and data rows (up to 500 rows per sheet) to the AI model.

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Scheduled report

A recurring job that pulls from a connected source — Xero, Stripe, Google Sheets or Airtable today (QuickBooks coming soon; HubSpot and Notion on the roadmap) — fills the pack’s locked layout with the figures in code, and delivers a fresh, reconciled .xlsx. Due jobs are swept about every 30 minutes UTC.

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Recipe

A saved prompt (and optional mode) you reuse for one-off generations. Scheduled packs reuse a locked layout, not a prompt. Firm seats can share recipes across the workspace. Community recipes are public prompts you can copy or vote on.

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Report pack

A structured multi-sheet Excel workbook meant as a recurring deliverable (executive summary plus detail tabs), not a one-off scratch file. Templates on the templates page are starter packs.

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Recipient portal

Firm-plan delivery: a signed link where a client downloads the latest .xlsx without an Ilka account. Optional password and expiry. Not a live dashboard.

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Signed webhook

After each successful scheduled run, Ilka POSTs JSON to your URL with X-Ilka-Signature (HMAC-SHA256 of the body) and X-Ilka-Timestamp. Payload includes reportId, runId, and a time-limited downloadUrl.

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Data connection

A saved, encrypted credential plus source mapping (base/table, spreadsheet range, Stripe key, etc.) used by scheduled reports. Tokens are encrypted at rest. Improve-my-file uploads are not connections.

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Generation

One AI run of the one-off generator (Create from scratch or Improve my file). Scheduled pack deliveries are not generations: they fill a locked layout in code and count only against your plan’s monthly delivery cap. Free includes 3 generations per month; Pro and Firm are unlimited.

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Commercial-use license

Right to use Ilka packs in client work. Free may send packs for the one included client as part of your paid services; one-off AI workbooks on Free remain for personal and evaluation use. Pro and Firm add a full commercial license covering internal work, paid client deliverables, and derivative resale. Full terms on /licenses.

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Reconciled monthly Excel packs for fractional CFOs and accounting firms — figures copied from the source, never retyped by AI.

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