Time and expense checks
Prepares suggested codes and completeness checks; people still report and confirm actual work.
Run the firm
The saved work
No saved export is linked to this design. It is a specification: its inputs, expected output and human decision are set out below.
- Starts when
- A timesheet/expense cycle or engagement review is due
- What it works from
- Reported time, receipts, agreed work codes and relevant task references
- What it prepares
- Suggested coding, missing items and draft entries from actual records
- What your team decides
- Person confirms actual hours/expense; designated approver accepts; no inferred billable time
What this helps your team do
Full local checks for this workflow are paused. Any saved excerpt shows only its stated part of the work.
Responsibilities connected
See what each agent is responsible for preparing in this workflow. These are designs and local examples, not a set of independently running agents.
When it stops and asks
Stale/missing finance, people or effort data remains unknown; the owner receives bounded options rather than an invented operational fact.
Supported scope, source access and authority are agreed for each installation.