Uploads and imports

Choose the client and period first. File transfers need a supported upload client; a prompt alone does not transfer the file. Review each proposed change before approving it.

Documents and statements

Tool	Tool name	Example prompt
Preview a document upload	propose_evidence_upload	Prepare an upload of [filename] to this engagement's Data library using the actual file details. Show the preview for my approval.
Preview a bank statement import	propose_bank_statement_import	Prepare an import of the bank statement I selected from this engagement's documents. Show the preview before starting.
Preview using a bank statement	propose_bank_statement_publication	Show what would change if we use the parsed bank statement I selected as the active bank data. Wait for my approval.
Preview attaching financial statements	propose_financial_statement_attachment	Prepare to use the PDF I selected as this engagement's financial statements. Show the proposed change for review.
Preview financial statement approval	propose_financial_statement_approval	Show a proposal to approve the financial statement version we reviewed. Do not approve it yet.
Confirm a document or statement action	confirm_evidence_intake_action	I approve the exact document or statement proposal we just reviewed. Confirm that proposal and show the next step.
Complete a document transfer	complete_evidence_upload	The file transfer for the upload we approved has finished. Complete that upload and check its progress.
Check document processing	get_evidence_intake_operation	Check the document or statement operation we started and tell me what is ready or still needs attention.

Dataset files

Tool	Tool name	Example prompt
Preview a dataset upload	propose_dataset_upload	Prepare an upload of [filename] to the dataset workspace I selected. Show the file details and proposed destination for approval.
Approve a dataset upload	confirm_dataset_upload	I approve the exact dataset-upload proposal we reviewed. Confirm it so the supported upload client can transfer the file.
Complete a dataset transfer	complete_dataset_upload	The approved dataset file has finished transferring. Complete that upload and show its processing status.
Check a dataset upload	get_dataset_upload_operation	Check the dataset upload we approved and show the saved source when it is ready.

General Ledger imports

Tool	Tool name	Example prompt
Preview a ledger upload	propose_ledger_upload	Prepare an upload of [ledger filename] for this client and period using the actual file details. Show the preview before starting.
Confirm a ledger action	confirm_ledger_intake_action	I approve the exact ledger-upload, publication or cancellation proposal we just reviewed. Confirm only that proposal.
Prepare ledger file transfers	sign_ledger_upload_parts	Prepare the next file parts for the ledger upload we approved, using the actual file and its upload progress.
Complete a ledger transfer	complete_ledger_upload	Every part of the approved ledger file has finished transferring. Complete the transfer and check what is ready for review.
Check a ledger import	get_ledger_intake_operation	Check this ledger import's progress and show any next step I need to review.
Preview publishing a ledger	propose_ledger_publication	Prepare to publish this uploaded ledger with the column mapping we reviewed. Show which version it would replace and wait for approval.
Preview cancelling a ledger import	propose_ledger_intake_cancellation	Prepare to cancel the ledger import I selected. Show the proposal and wait for my approval.

Trial Balance imports

Tool	Tool name	Example prompt
Preview reading a Trial Balance	propose_trial_balance_ingest	Prepare to read the Trial Balance file I selected from this engagement's Data library. Show the preview before starting.
Confirm a Trial Balance action	confirm_trial_balance_intake_action	I approve the exact Trial Balance proposal we just reviewed. Confirm it and show the result.
Review recognised tables	get_trial_balance_intake_session	Show the tables and suggested columns found in this Trial Balance file so I can choose the right one.
Preview saving one Trial Balance	propose_trial_balance_confirmation	Prepare to save the table and column mapping I selected as the [role] Trial Balance. Ask for any missing details and show the preview.
Preview saving several Trial Balances	propose_trial_balance_populations	Prepare to save the separate Trial Balances we selected from this workbook. Show each selection and any versions it would replace before approval.
Check a Trial Balance import	get_trial_balance_intake_operation	Check the Trial Balance action we approved and show its result or anything that needs attention.