Examples
Examples: agents and reviewers in a process
Start with Bank Reconciliation: one synthetic export pair and immediate review gates. The other seven designs remain advisory references; their complete control review is still pending.
Close
Bank Reconciliation
General Ledger · Treasury
First pilot: One synthetic cash-account export pair with known discrepancies, a named reviewer and measured review time.
Required review: Matching, exceptions, adjustments and workpapers.
5
AGENTS
2
TEAMS
5
REVIEW GATES
Close
Month-End Close
Accounts Payable · Accounts Receivable · General Ledger · Tax
Advisory reference · control review pending
4
AGENTS
4
TEAMS
3
REVIEW GATES
Tax
1040 Tax Prep
Intake · Preparer · Reviewer
Advisory reference · control review pending
4
AGENTS
3
TEAMS
2
REVIEW GATES
AP & AR
AP Automation
Accounts Payable · Procurement
Advisory reference · control review pending
5
AGENTS
2
TEAMS
1
REVIEW GATES
Audit
Audit Sampling & Testing
Engagement Team · Client
Advisory reference · control review pending
4
AGENTS
2
TEAMS
2
REVIEW GATES
Onboarding
Client Onboarding
Sales · Onboarding · Compliance
Advisory reference · control review pending
5
AGENTS
3
TEAMS
2
REVIEW GATES
Close
Multi-Entity Consolidation
Entity Accounting · Group Consolidation
Advisory reference · control review pending
5
AGENTS
2
TEAMS
1
REVIEW GATES
Advisory
Variance / Flux Analysis
FP&A · Accounting
Advisory reference · control review pending
4
AGENTS
2
TEAMS
1
REVIEW GATES