Agents

Instructions (3)

• Daily ledger sweep

  Run a ledger integrity check every morning at 06:00, comparing provider feeds against posted entries and refreshing the exception queue.

• Unmatched item grouping

  Group unmatched transactions by provider and account before surfacing them to the expert queue.

• Exception prioritization

  Score exceptions by financial impact, aging, and human-judgment dependency before routing.

Instructions (3)

• Reclassification proposals

  Prepare reclassification recommendations for invoices posted in the last 24 hours and pause for human approval before posting.

• Approval threshold gate

  Halt any posting where the proposed movement exceeds the automated approval threshold and route to the expert queue.

• Contract-term matching

  Compare candidate ledger lines against customer contract terms, revenue schedules, and prior classification history before recommending.

Instructions (3)

• Duplicate vendor detection

  Scan AP records daily for duplicate vendor profiles by normalizing names, tax IDs, and bank account fingerprints.

• Cash variance investigation

  Investigate flagged cash variances by loading bank activity, ledger postings, and pending settlement records for the target period.

• Confidence-gated close

  Only auto-close a variance task when the confidence score meets or exceeds the policy threshold — otherwise escalate.

Instructions (3)

• Close checklist assembly

  At 17:00 each day, gather open close tasks, missing attachments, and account-owner assignments and rank by period-close dependency.

• Owner-specific task routing

  Draft owner-specific summaries and evidence requests, then route review-ready items to the correct expert queue.

• Activity log record

  Write the final checklist status to the 24-hour activity log at the end of each close workflow run.

Instructions (2)

• Exception lock-down

  Lock trusted records into the ledger after all exception conditions are resolved and confidence scores meet policy.

• Compliance rule enforcement

  Enforce active compliance framework rules (GAAP, IFRS, CSRD) against proposed postings before they are committed.