Review open tasks across workspaces so you can prioritize client follow-up and close blockers. Use this workflow to summarize what is overdue, what needs accountant review, and what can be turned into a clear next action.

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Draft a manual journal entry from messy source context, then review the proposed debits, credits, accounts, dates, and memo before posting. Use this pattern when you want the assistant to structure a complex entry without skipping accountant review.

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Inspect recent workspace activity before approving close, investigating unexpected changes, or deciding whether to unwind a batch update. The model can summarize who changed what, when it happened, and which edits deserve a closer look.

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Ask the model to pull financial reports and compare changes across a trailing 12-month window. Use this to spot unusual movement, identify categories that need explanation, and turn report review into a focused follow-up list.

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Combine recent activity, account balances, and expected inflows or outflows to build a cash flow view you can discuss with a client. This is useful for planning conversations, runway checks, and highlighting timing risks.

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Copy a custom Chart of Accounts from one workspace or entity to another. The model can compare structures, explain what will be created, and stop for confirmation before applying setup changes.

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