No card. No subscription. One short feedback email.
What you get
One full job. 8 guided parts. 6 useful outputs.
Convert reviewed reconciliation and coding exceptions into balanced, evidence-linked journal-entry proposals that remain blocked from posting until authorized approval.
8Guided work parts6Ready-to-use outputs3Built-in work checks1Optional file tool
What it will do
Turn the facts you have into a clear work pack.
Use when a finance reviewer needs correction, reclassification, allocation, accrual, or reconciliation entry options from local evidence.
Guide your agent through 8 linked parts of the job
Use your business facts, rules, owners, and review steps
Keep gaps, choices, and next steps easy to see
What it will produce
A complete work pack you can check and use.
01Balanced journal-entry proposals
02Line-level evidence register
03Accounting assumption and exception log
04Closed-period and sensitive-item blocks
05Hash-bound review decisions
06Reviewed posting worksheet
Guided agent skill
Scoped steps keep this one business job on rails from start to finish.
Optional file tool
Can help read and organize local finance files. It never changes your accounting system.
Review rules
The skill shows missing facts and holds work for you to check.
Setup guide
A START-HERE guide shows what is included and how to use it.
How the work runs
Bring your facts. Get a full work pack you can check.
The skill helps your agent ask for the right facts, do the work in order, and show you a result you can check.
01
Bring what you have
The skill checks your facts and tells you what is missing.
02
Follow a clear path
Your agent works through the job in the same clear order.
03
Check the work
You get a clear result and a list of things that need you.
What to have ready
Use the business facts you already have.
Reviewed reconciliation, coding, accrual, allocation, or correction evidence
Chart of accounts, entity, currency, and period
Proposed debit and credit accounts or approved defaults
Closed-period, materiality, and approval policy
What gets checked
3 work checks are built in.
Every proposal balances by journal and currency.
Every line includes an account, amount, date, description, and evidence reference.
No journal is posted and all final accounting treatment remains human-approved.
Simple first request
“I want balanced journal entry proposals for reviewed differences, with evidence and human approval required.”
The skill will ask for the next fact or file. You do not need to know a special command.
Yes. You can make and download one beta skill per email. No card or plan is needed. We ask to send one feedback email after you try it.
What should I have ready?
Start with reviewed reconciliation, coding, accrual, allocation, or correction evidence, chart of accounts, entity, currency, and period, proposed debit and credit accounts or approved defaults, closed-period, materiality, and approval policy. Use copies of your files and remove private information you do not need for the job.
Will the skill take action by itself?
The skill works from copies of your files. It shows gaps and gets work ready for you to check. It never posts entries, moves money, files taxes, or changes your books.
What is the ZIP file?
A ZIP is a way to send the agent skill in one file. Opening it does not install or run anything. An optional helper tool runs only when you choose to run it.
What if I need more than one agent skill?
The Personalized AI Skill Pack gives you up to 20 agent skills for the same business. It costs $49 one time.
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