Guide pack / preview
Agentic workflows for finance and admin
Reduce rekeying and summary work while preserving source documents, deterministic calculations and the bookkeeper's approval.
A$29.00
AUD total · GST and card fees included. No added surcharge.
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Who this is for
SMB administrators and bookkeepers preparing document exception queues, receivables review drafts and month-end checklists.
What is in the pack
- 16-page PDF and editable ZIP covering: Invoice extracts to an exception queue; Receivables report to reminder drafts; Close checklist to missing-evidence digest.
- Seven Markdown operating/workflow templates; function-specific blank CSVs and registers; three fictional practice packets; three prompts; authored examples; proposed boundary tests; references, internal-use licence and member-hash manifest.
- Also includes Produce a checked recurring business report: the existing companion PDF and editable Word worksheets, delivered as separate files, not a new rewritten edition.
Edition 2026.10-guides2.1. Guides and templates only. Not installed software, consulting, certification or professional advice. Examples are teaching material, not customer results. Savings are not guaranteed.
Planned delivery files
- agentic-workflows-finance-admin-2026.10-guides2.1.pdf
- agentic-workflows-finance-admin-2026.10-guides2.1.zip
- checked-recurring-report.docx
- checked-recurring-report.pdf
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