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.

Start a new Workpaper Agent workbook without an existing template by uploading input files, prompting the agent, and reviewing the generated SOP.

Upload an existing workbook template and supporting input files so Workpaper Agent can build a reusable SOP from your current workbook structure.

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

Roll a Workpaper Agent Studio run into a new period while keeping the same SOP structure and workbook format.

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.

Create a one-time, weekly, or monthly workpaper schedule when the same close process needs to start automatically, resulting in a linked checklist task and a scheduled Workpaper Agent run.

Upload support files to the linked checklist task before a scheduled workpaper runs, resulting in those documents being pulled into the scheduled Workpaper Agent run as primary support.

Select files from a connected Google Drive storage destination, resulting in Workpaper Agent Studio using files from the saved root folder.

Select files from a connected SharePoint storage destination, resulting in Workpaper Agent Studio using files from the saved root folder.

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

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

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.

Review an assigned Workpaper Agent workbook, leave workbook comments when needed, and mark the review complete or request changes.

Use Workpaper Agent with Deposit Reconciliation when high-volume transactions need to be posted through a clearing account, resulting in imported transactions that can be posted to QuickBooks or Sage.

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.

Attach supporting workbook files before posting Workpaper Agent draft journal entries to QuickBooks, then confirm the attachments are synced.

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.

Create an SOP at the accounting-firm level, publish it to the SOP Library, and reuse it from a client account when starting a new Studio run.

Save a preferred Workpaper Agent SOP to a client's SOP Library and reuse it when starting another Studio run for that same client.