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Support Center / Workpaper Agent / Overview

Workpaper Agent overview

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.

Workflow

Step 1

Open Workpaper Agent

Start in Truewind on Workpaper Agent so the current Templates, Studio, Journal Entries, and SOP Library entrypoints are visible.

Step 2

Open Studio when starting new work

Start in Studio when you need a new workpaper, uploads, and the first agent run in one workspace.

Step 3

Choose Templates when you want a preset

This opens Templates when you want to begin from an existing workpaper template instead of a blank workflow.

Step 4

Open Studio when the workbook already exists

Use Studio when the workpaper is already in progress and you need workbook-aware chat, lineage, or deposit tools.

Step 5

Open Journal Entries when you need posting output

Use Journal Entries when the workpaper has already produced draft or posted journal-entry output that needs review.

Step 6

Open SOP Library when you need reuse

Use SOP Library when you want saved procedures, firm prompts, or a reusable starting point for a new workpaper.

What Workpaper Agent does

Workpaper Agent helps turn financial files into structured accounting outputs inside Truewind. It is designed for teams that need to move from PDFs, spreadsheets, statements, and raw reports into workpapers, reconciliations, and Journal Entry-ready outputs with less manual setup.

What kinds of work it supports

Workpaper Agent is useful when you need to:

  • upload unstructured files and turn them into structured workbook outputs
  • create or refine an SOP from a prompt so the same process can be reused
  • reconcile payout, brokerage, or statement data before posting to the general ledger
  • generate outputs that are ready to import into QuickBooks or Sage
  • prepare repeatable close workflows from templates instead of rebuilding them each time

Common use cases

Teams commonly use Workpaper Agent for:

  • prepaid expense schedules and amortization support
  • fixed asset depreciation and disposal tracking
  • bank and brokerage reconciliation workflows
  • deposit reconciliation preparation and import-ready workbook generation
  • custom workpaper templates for recurring close processes

How the main surfaces fit together

The Workpaper Agent area is split into different surfaces because they solve different parts of the workflow:

  • use Templates or Studio when you are starting from source files or setting up a repeatable process
  • use Studio when the workbook already exists and needs editing, review, lineage, or downstream actions
  • use SOP Library when you want reusable instructions, saved prompts, or a standard starting point
  • use Journal Entries when the workpaper has already produced posting output that needs review or export

How to use this support section

Use this overview when you need to decide where to start. Then move into the more specific guides for Studio, SOP Library, Deposit Reconciliation, Journal Entries, or the workflow you are trying to complete.

FAQ

Where should I start if I have raw files and no workbook yet?

Start in Studio when you need to upload files, create a new workpaper, and run the first agent workflow.

When should I open Studio instead?

Open Studio when the workbook already exists and you need workbook-aware chat, lineage, deposit tools, or downstream actions.

Limitations

Workflow coverage is still expanding

Workpaper Agent capabilities are evolving, so some user journeys may still require guidance, review, or follow-up support.

Different surfaces do different jobs

Studio, SOP Library, review, and Journal Entries are related but not interchangeable. Starting from the wrong surface can slow the workflow down.

Troubleshooting

I am not sure which Workpaper Agent surface to use.

Start in Studio for workbook work, SOP Library for reuse, and Journal Entries for posting output.

I expected a feature in one Workpaper Agent surface but cannot find it there.

Check whether that action belongs in a different surface first, such as Studio instead of another workflow entrypoint, before assuming the feature is missing.

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