Onboard the company
Record entities, systems, periods, mappings, materiality, owners, and unresolved questions.
Turn bookkeeping exceptions into small, sealed cases. Each case has one question, cited evidence, independent checks, dissent when agents disagree, and a named person who makes the final decision.
The toolkit divides a long list into stable cases. Agents see the same sealed evidence, work independently, and cannot add questions or verdicts.
Record entities, systems, periods, mappings, materiality, owners, and unresolved questions.
Give each exception one subject, one question, fixed verdicts, authority, and stop rules.
Hash source records, policy snapshots, calculations, lineage, limits, and sensitivity.
Mix preparer, skeptic, and policy roles without showing them peer conclusions.
Keep counterevidence and minority reports instead of using majority-rule approval.
Trace a recommendation, record the named human decision, and replay the sealed case.
Bookkeeping primitives, complete workflows, company coordination, and tribunal roles.
Add the complete CFO overlay when weekly planning and leadership reporting are in scope.
Validate scope, evidence, claims, budgets, independence, resolution, integrity, and replay.
Prepare, run, inspect, verify, bundle, and review cases without an external mutation surface.
QuickBooks, Xero, Plaid, Stripe, Shopify, Gusto, and BILL, each with a file fallback.
Onboarding, evidence design, tribunal roles, privacy, incidents, backups, updates, and handoff.
Codex-native skills plus portable Claude Code, Gemini CLI, and manual variants.
Tax, fraud, payroll, policy, filing, payment, and closed-period cases remain human-owned.