Agent responsibility
Collect supporting files
Collect progress updates, check whether evidence is present, and prepare a list of unresolved items for the close owner.
Evidence register
Finance / Finance / Solution blueprint
Month-end evidence coordination
Keep the close checklist and its supporting material together.
Business problem & expected outcomes
The challenge behind
month-end evidence coordination.
Close owners chase evidence and status updates across spreadsheets and inboxes. A status label alone does not show whether the supporting work is complete.
What this workflow is designed to deliver
Evidence register
Collect progress updates, check whether evidence is present, and prepare a list of unresolved items for the close owner.
How to measure the improvementTime spent chasing status; evidence availability at review; items marked complete without sign-off.
Start with the right information.
Close checklists, account-owner assignments, supporting schedules, and review requirements.
Interactive workflow diagram
From close checklist
to a clear next step.
Collect progress updates, check whether evidence is present, and prepare a list of unresolved items for the close owner.
FinanceSelect a stage to explore
Context
Close checklist
Close checklists, account-owner assignments, supporting schedules, and review requirements.
Prepared outputEvidence register
Designed around the work
A focused agent. The right capabilities.
Give the agent the context and tools this process needs, with an explicit output and an accountable owner.
Connected tools & context
Bind only the operations this workflow needs. Keep credentials in ART and choose the permitted tools explicitly.
Dynamic tables
Project & environment scopeOrganize supporting files by period and track task owners, evidence references, and reviewer decisions in tables.
File storage
Project & environment scopeOrganize supporting files by period and track task owners, evidence references, and reviewer decisions in tables.
The decision boundary
Let authorized finance staff sign off each item. The agent does not independently certify balances or post journal entries.
ART product mapping
Components used.
Chosen for this case.
Agent Lab prepares the work described below. These are the capabilities that support this workflow.
Datalake
Dynamic tables
Track the case, owner, source references, and review state as structured records.
Datalake
File storage
Keep the supporting files accessible within the review’s project and environment.
Agent Lab
Human approvals
Pause the proposed action for the designated owner to review its evidence.
The implementation, step by step
From source context
to a reviewed result.
- 01
Close checklist
Close checklists, account-owner assignments, supporting schedules, and review requirements.
Agree the trigger or manual request, record identifiers, and the process owner. - 02
Collect supporting files
Collect progress updates, check whether evidence is present, and prepare a list of unresolved items for the close owner.
Define instructions, permitted tools, and the expected output. Keep missing information explicit. - 03
Owner review
Let authorized finance staff sign off each item. The agent does not independently certify balances or post journal entries.
Configure the selected policy or approval capabilities before enabling write actions. - 04
Evidence register
Time spent chasing status; evidence availability at review; items marked complete without sign-off.
Compare outputs with reviewed examples and test incomplete, conflicting, and unauthorized inputs.
Before you build
What this implementation needs.
Dynamic tables
Typed fields, record identifiers, relationships, and a table-retention policy.
File storage
A document inventory, resource access scopes, and a file-retention policy.
Human approvals
Named reviewer roles, escalation ownership, and timeout and rejection behavior.
Also prepare an ART project and environment, the model configuration appropriate to your agent, an accountable process owner, and approved sample data.
Authority stays with your team
Define the boundary
before enabling the action.
Let authorized finance staff sign off each item. The agent does not independently certify balances or post journal entries.
Explore execution governanceConnect deliberately.
Map the source material and responsible owners first. Where the selected components require system access, configure scoped APIs or tools. A document-based pilot can start with approved material already available in the workspace.
Make each handoff inspectable.
Keep source references with the prepared output and review representative results before expanding scope. If the implementation includes executable actions, define their required facts and authority first. Apply retention to any stored records, files, or memory used by the case.
Build evidence from your own work
Start small.
Agree what good looks like.
What to measure for this case
Time spent chasing status; evidence availability at review; items marked complete without sign-off.
Establish a baseline
Choose a bounded sample of completed cases, record the current process, and agree review criteria with the process owner.
Run in review mode
Use approved sample data and read-only connections. Compare prepared outputs with reviewer expectations, including incomplete and conflicting inputs.
Expand with approval
Enable a limited set of actions only after the team accepts the results. Check approvals, failures, and handoffs before increasing scope.
Make it your workflow
Try this approach
in Agent Lab.
Start with close checklist. Connect your approved tools, configure the review boundary, and adapt the output to your team's process.
Try Workflow in Agent Lab
Open your ART workspace to configure this use case.
Discuss the setup with usIndustry & department library
Find your next use case.
3 use cases in Finance
FinanceWorkflow design
- ContextInvoice & receipt
- Agent LabCompare source records
- Your teamFinance review
Prepared outputMismatch report
Solution blueprint
Invoice exception reviews
Bring invoice evidence together before a finance decision moves forward.
Used in this case
Explore the implementation - File storage
- Connectors & MCP
- Multi-agent orchestration
- Execution governance
- Human approvals
FinanceWorkflow design
- ContextExpense claim
- Agent LabCompare policy conditions
- Your teamApprover review
Prepared outputPolicy review summary
Solution blueprint
Expense policy review
Prepare exception evidence for the finance reviewer.
Used in this case
Explore the implementation - Knowledge Base
- Execution governance
- Human approvals
FinanceWorkflow design
- ContextFinancial records
- Agent LabPrepare variance commentary
- Your teamFinance-owner review
Prepared outputEvidence-linked narrative
Solution blueprint
Finance report commentary preparation
Turn approved reporting inputs into a reviewable first draft.
Used in this case
Explore the implementation - Dynamic tables
- Agent Skills
- Knowledge Base
Finance / Let’s explore the fit
Discuss your
industry use case.
Tell us where work slows down. We’ll discuss how ART could fit your process, your systems, and the decisions your team needs to own.
