Ask questions about uploaded PDF files directly in the Workpaper Agent workflow without leaving your current task.
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Workpaper Agent
Overview
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Refill credits for eligible free-tier Workpaper Agent usage when you need additional run capacity.
Prepare and import Deposit Matching work in Workpaper Studio with readiness checks, ERP account selection, and direct navigation into Deposit Reconciliations.
Understand the Workpaper Studio experience for editing workpapers in real time and using the results to generate SOPs and support future rollovers.
Reuse an SOP in Workpaper Studio for the next month-end so recurring workflows move faster across periods.
Follow the Workpaper Agent automation stream in real time so you can understand what the system is doing while it prepares your workpaper.
Understand what Workpaper Agent does, where it fits into close workflows, and the main limitations or support considerations to keep in mind.
Review a workpaper in Google Sheets and leave notes so the agent can apply that feedback without requiring a local download.
Open the latest Workpaper Agent run summary to review results quickly after a run finishes.