Bank review

Use these tools to inspect the bank review for your selected client and period.

Tool	Tool name	Example prompt
Find bank workpapers	list_bank_review_workpapers	List the bank-review workpapers for [client] in [period].
Read a workpaper	get_bank_review_workpaper	Show the saved bank-review workpaper [workpaper].
Read a review stage	get_bank_review_stage	Show the transaction-testing stage of [bank workpaper] and its saved review summary.
Review transactions	list_bank_review_transactions	Show the saved transactions for [bank account] in [bank workpaper] between [start date] and [end date].
Review reconciliation rows	list_bank_review_reconciliation_rows	Show the bank-to-trial-balance reconciliation rows for [bank workpaper].
Review transfer pairs	list_bank_review_transfer_pairs	Show the saved transfer pairs in [bank workpaper] and the review decisions recorded for them.
Read population analysis	get_bank_review_population_analysis	Show the transaction population analysis for [bank workpaper].
Read the selection	get_bank_review_selection	Show which transactions were selected for testing in [bank workpaper].
Read testing records	list_bank_review_testing_records	Show the saved testing procedures and conclusions for [bank workpaper].
Read the financing assessment	get_bank_review_financing_assessment	Show the financing assessment for [bank workpaper] using its saved balances and review records.
Review activity	list_bank_review_activity	Show the recorded activity for [bank workpaper].