Accounting Workflow Automation
Prepare accounting entries, checks, and exception queues from approved transactions and supporting records.
WORKFLOW BOUNDARY
Starts: when an approved transaction or accounting event enters the workflow.
Uses: source transactions, supporting documents, chart-of-accounts rules, policy, and ledger context.
Agent work: validate required evidence, propose coding, prepare entries, and route exceptions or approvals.
Stops: when an authorized finance owner approves the entry or resolves the exception.
Excludes: posting material entries without approval or changing accounting policy.
Before: finance teams rekey data, search for support, apply policy manually, and reconcile exceptions across queues.
After: source evidence and proposed treatment are organized into a reviewable record with clear exceptions.
Finance owners approve policy, materiality, coding, posting, and exceptions. Access follows ledger permissions and unsupported treatments are never inferred.
