PTENES
INEMA.CLUB PRO Agents in Accounting and Finance

Professional workbook · Accounting and finance · 3 lessons

Agents in accounting: up to the point of signing, and never beyond

In 3 lessons, you take a process from your firm or finance department (document requests, compliance obligations, accounts payable) and leave with it specified in the Agent Architect Kit: the person who enters transactions doesn’t approve them, certificates and passwords stay out of reach, and confidentiality between clients is documented. No programming, no video.

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~21 to 24 min per lesson · assumes the base course · nothing to download

Professional workbook

Accounting and finance have an advantage when it comes to introducing agents: governance already exists. The person who enters transactions doesn’t approve them, the person who pays doesn't review, and the person who signs is accountable. All that's left is to apply this to a worker who does exactly what the instructions say, and stop before signature.

What you’ll know how to do

Results, not theory

Apply segregation of duties to an agent: list the ten processes and mark where the signature, certificate, or password resides.

Map document collection and accounts payable in six steps, with the agent preparing and checking, and the person submitting and paying.

Build the inventory and permissions matrix with written client-specific criteria, locked keys and banking data, and confidentiality between clients as a restriction.

Build and rehearse the specification in the kit, based on the accounting preset, with the checklist following the month's calendar.

Who it’s for

Built for people who manage accounting and finance

it's for you if

  • You’re an accounting firm accountant, a company financial analyst, or a controller, and you want an agent to handle repetitive tasks.
  • You’ve taken (or will take) the foundation course AI Work Architect and want to apply it to your field.
  • You want to go to the executive team with the line “the agent doesn’t have, and will never have, a user account in the bank.”

this isn't for you if

  • You’re looking for an agent that files tax returns or pays vendors on its own: this workbook stops before signing, by design.
  • You don’t know the six links, the chain, and the permissions matrix yet (take the foundation course first).

Track

Three lessons, one specified process

1

Ten accounting and finance processes, and the rule that the person who enters transactions doesn’t approve them

Leave with the list of ten and one process mapped across six links.

21 min
2

Context and governance: tax confidentiality, certificates, and the matrix

Leave with the inventory and permissions matrix, with keys out of reach.

21 min
3

Your specification in the kit: document requests and obligations

Leave with the specification assembled in the kit and rehearsed in an AI chat.

24 min

see the full path →

This workbook assumes you’ve completed the core course AI Work Architect and uses the Agent Architect Kit with the accounting preset.