AI Agents Demo Library

Consolidates and transforms data from multiple sources, into a consistent format for matching.

Creates amortization schedules for Right-of-Use (ROU) assets and lease liabilities, generating monthly journal entries for each lease.

Calculates bad debt provisions and generates journal entries, linking AR ledger and provision values for balance sheet reconciliations.

Creates Intacct AP Bill upload files for WEX invoices.

Compiles and analyzes bank transaction data to calculate cash inflows, outflows, and burn rates. It categorizes transactions, reconciles balances, and generates a formatted report summarizing operating and total cash burn for review.

Reviews sales data for anomalies, processes commission calculations, and generates journal entries with visual performance insights.

Splits populations into subsets based on criteria to select meaningful, risk-based samples.

Posts credit card transactions from Navan into NetSuite via journal entries, tagging specific vendors.

Allocates revenue deductions between operational and promotional categories, calculating net revenue on a customer basis.

Reconciles physical inventory counts with book counts, calculates shrink rates, and compares to accrued shrink rates.

Automates the reclassification of revenue data from the revenue module to the correct general ledger fields.

Allocates stock-based compensation from the Carta report to appropriate departments and subsidiaries.

Performs a three-way match between invoice reports, timesheets, and contractor rate cards to identify discrepancies and prevent overpayments.

Reviews HCM and system data to identify irregularities in user access for internal control testing.