Workpaper Agent

Start here when you need to understand what Workpaper Agent is for and where to begin, resulting in a clear path into Studio, templates, review, or journal entries.

Move a workpaper through review and approval when another reviewer or client needs to sign off before posting, resulting in the correct review status and next action for the preparer.

Open Workpaper Studio when a workbook is already in progress and needs follow- up work, resulting in a live workspace for workbook editing, lineage, and downstream actions.

Ask questions about uploaded PDFs while working in Workpaper Agent, resulting in immediate file-specific answers without leaving the workspace.

Refill Workpaper Agent credits when a free-tier account runs out of capacity, resulting in more eligible runs without changing the product workflow.

Delegate a checklist task to Workpaper Agent when it needs workbook-based follow-up, resulting in a fresh Studio run with the task context already seeded.

Push a Studio workbook to Google Drive or SharePoint when the final export needs to land in downstream storage, resulting in the workbook uploaded to the selected destination.

Roll a Studio SOP forward when recurring month-end work should start from last period’s structure, resulting in a next-period workpaper ready for follow-up.

Share a workpaper when another collaborator needs direct access to the current workflow, resulting in a deep link or invite that returns them to the target workpaper.

Watch the live Workpaper Agent stream when you want progress visibility during a run, resulting in clearer context before the final output appears.

Open SOP Library when you want reusable procedures instead of rewriting instructions in each workpaper, resulting in saved prompts you can browse, preview, and reuse.

Prepare Deposit Reconciliation work from the template through Workpaper Studio when raw files need to become an import-ready workbook, resulting in a validated workbook ready for import from the Studio sidebar.

Review and post draft journal entries from a completed workpaper when journal output needs accounting review, resulting in corrected entries that are ready to post.

Upload workbook attachments to a Sage journal entry when the posted Journal Entry needs supporting files, resulting in the workbook and selected attachments saved on the Sage journal entry.