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Standard designs

Reference architectures for common accounting processes. Browse one to see how it's structured. Then start from the closest fit and customize it for your firm.

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Accounts Payable · Accounts Receivable · General Ledger · Tax
4
AGENTS
4
TEAMS
3
REVIEW GATES
Tax
Intake · Preparer · Reviewer
4
AGENTS
3
TEAMS
2
REVIEW GATES
AP & AR
Accounts Payable · Procurement
5
AGENTS
2
TEAMS
1
REVIEW GATES
Audit
Engagement Team · Client
4
AGENTS
2
TEAMS
2
REVIEW GATES
Onboarding
Sales · Onboarding · Compliance
5
AGENTS
3
TEAMS
2
REVIEW GATES
Close
General Ledger · Treasury
5
AGENTS
2
TEAMS
1
REVIEW GATES
Close
Entity Accounting · Group Consolidation
5
AGENTS
2
TEAMS
1
REVIEW GATES
Advisory
FP&A · Accounting
4
AGENTS
2
TEAMS
1
REVIEW GATES

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