2 blueprints · operator-grade · refreshed quarterly

Finance & Accounting Blueprints

Month-end close, reconciliation, vendor due-diligence — accounting/finance agent flows.

How to use

Each blueprint is a runnable agent flow. Read the structure, then clone or compose into AgentsBooks to wire it to your data + channels. All blueprints map back to one of the 8 primitives.

Blueprints

Month-end close support agent

Heart

Reconciliation tasks → variance flagging → narrative draft → controller review → audit-trail commit.

Tools: GL system MCP, spreadsheets

Vendor due-diligence agent

Brain

Questionnaire intake → SOC 2 / ISO 42001 cross-check → gap report → escalation queue → audit-trail commit.

Tools: compliance KB, doc parsing

Sources cited

  1. AgentsBooks — Anatomy of a Firm. https://agentsbooks.com/anatomy — accessed 2026-05-07
  2. AICPA — SOC 2 Trust Services Criteria (2026 update). https://www.aicpa-cima.com/topic/audit-assurance/audit-and-assurance-greater-than-soc — accessed 2026-05-07 In force