SOP Library
Standardized operating procedures the engine follows
Tier 1Tool Operations
AP Exception Queue ProcessingTier 1Active
Process and resolve invoice exceptions from AP automation
NS
OL
Bank ↔ GL ReconciliationTier 1Active
Match bank transactions against general ledger entries
NS
DW
Multi-Entity ConsolidationTier 1Active
Roll up subsidiary trial balances with currency conversion and IC elimination
NS
DW
GS
Journal Entry PostingTier 1Active
Validate and post standard and recurring journal entries
NS
Period-End Close ChecklistTier 1Active
Orchestrate close tasks, track completion, escalate blockers
NS
GS
Revenue RecognitionTier 1Active
Apply ASC 606 rules and post deferred revenue schedules
NS
DW
Tier 2What Falls Through the Cracks
Missing PO ResolutionTier 2Active
Chase requestors when invoices arrive without purchase orders
NS
OL
Stalled Approval EscalationTier 2Active
Detect approvals stuck > 3 days and escalate through chain
NS
OL
Flux Analysis GenerationTier 2Active
Compare current vs prior period, identify material variances, draft explanations
NS
DW
GS
Cross-Entity Expense BatchingTier 2Active
Consolidate regional expense reports into unified batches
NS
GS
Departmental Cost AllocationTier 2Active
Split shared costs across departments using allocation rules
NS
DW
Ad Hoc Report GenerationTier 2Active
Fulfill one-off data requests from leadership
NS
DW
GS
Vendor W-9 CollectionTier 2Active
Track and chase vendor tax document submissions
OL
Audit PBC ResponseTier 2Draft
Auto-gather evidence for auditor PBC list items
NS
DW
GS
OL