Organised information for the professional
An accounting-support AI employee can prepare tables, collect references and flag discrepancies. The responsible person defines accounting criteria and verifies the result against company documents and records.
Provide current documents and specify fields such as reference, supplier, date, taxable base, amount or status. For connected applications, check the account and permitted operations.
Preparation tasks
- Organise information from supplied invoices and supporting documents.
- Compare two lists and flag mismatched references or amounts.
- Summarise documents needing clarification.
- Gather questions the responsible person must resolve before closing a review.
A verifiable task
‘Compare this list with the attached supporting documents. Prepare a table of matches and differences. Keep a reference to each source and separate documents that cannot confirm a field.’
Check amounts, currencies, dates and document matches. Each extracted value should be traceable to a source. Interpretation, classification and accounting decisions belong to the responsible professional; the employee prepares material for that review.
Save a team-approved checking procedure as a skill. Before scheduling it, test known cases, missing documents and discrepancies. Authorise external-system changes within the task's specific scope.