Fixed assets
Inspect the fixed-asset records already saved for your selected client and period.
Workpapers and registers
| Tool | Tool name | Example prompt |
|---|---|---|
| Find workpapers | list_fixed_asset_workpapers | List the fixed-assets workpapers for [client] in [period]. |
| Read a workpaper | get_fixed_asset_workpaper | Show the saved fixed-assets workpaper [workpaper]. |
| Summarise the register | get_fixed_asset_register_overview | Summarise the active saved asset register in [workpaper]. |
| List register versions | list_fixed_asset_register_versions | Show the saved asset-register versions for [workpaper]. |
| Read register rows | list_fixed_asset_register_rows | Show the assets in [register version] matching [asset description or category]. |
| List source records | list_fixed_asset_sources | List the saved source records for [fixed-assets workpaper]. |
| Read a source analysis | get_fixed_asset_source | Show the saved analysis and mapping for [fixed-asset source]. |
Calculations and review
| Tool | Tool name | Example prompt |
|---|---|---|
| Read depreciation policies | list_fixed_asset_policies | Show the saved depreciation policies for [fixed-assets workpaper]. |
| Read saved depreciation | get_fixed_asset_saved_depreciation | Show the saved depreciation calculation for [fixed-assets workpaper]. |
| Read saved trial-balance mapping | get_fixed_asset_saved_reconciliation | Show the saved trial-balance mapping for [fixed-assets workpaper] and any gaps reported. |
| Read review records | list_fixed_asset_review_records | Show the saved testing conclusions for [fixed-assets workpaper]. |
| Read completion history | list_fixed_asset_review_signatures | Show the completion and reopening records for [fixed-assets workpaper]. |
| Review activity | list_fixed_asset_audit_history | Show the recorded activity for [fixed-assets workpaper]. |