Useful preparation. Accountable decisions.

Practice 01

Accounting

Repeatable document and status work can be prepared for an accountant to review.

Workflow examples

• Classify incoming client documents against agreed intake rules and route exceptions.
• Extract proposed fields with source references and uncertainty flags for validation.
• Prepare workpaper drafts, request lists, and engagement status summaries.

Professional boundary: Accountants retain review, reconciliation decisions, classifications, sign-off, and every professional judgment. The agent does not make accounting judgments.

Practice 02

Finance

Recurring reporting inputs can be organized while the finance team owns interpretation and action.

Workflow examples

• Gather approved reporting inputs and flag missing or inconsistent material.
• Prepare recurring management-report commentary from reviewed source data.
• Monitor agreed dates and surface exceptions to the responsible team member.

Professional boundary: The responsible finance team validates every figure, decides what it means, and approves any action. The agent does not execute trades or provide investment advice.

Practice 03

Legal

Matter preparation and internal retrieval can be supported without delegating a lawyer’s responsibility.

Workflow examples

• Triage matter intake against an agreed checklist and send exceptions for review.
• Retrieve relevant internal knowledge with links back to the source material.
• Prepare first drafts and chronology summaries from approved matter documents.

Professional boundary: A qualified legal professional checks sources, applies legal judgment, revises drafts, and controls release. The agent does not provide legal advice.