Back Office Books Agent

Use when you need to run back-office agents on a live, single model of the books.

harishkotra Updated

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Back-office Books Agent

Run back-office operations on one live model of the books: invoices, payables, reconciliation.

When to use

  • You want back-office work (invoicing, reconciliation, payables) driven by accurate, current financial data.
  • You want one source of truth the agents act on.

Procedure

  1. Build/load the single live model of the books (ledger, invoices, payables).
  2. Define the back-office agents: invoicing, reconciliation, payables, reporting.
  3. Each agent reads from and writes to the same model, so they never disagree.
  4. Add approval gates for anything that moves money.
  5. Reconcile and report regularly.

Pitfalls

  • A "single model" only helps if it's kept accurate and current.
  • Money-moving actions need human approval.

Verification

  • Show the agents acting consistently on the same ledger with reconciliations matching.

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Frequently asked questions

npx skillmds@latest add harishkotra/back-office-books-agent