Project APEX · Role Workspace

Accounting Workspace

Maintain financial accuracy — books accurate, controlled, and close-ready.

Role workspace — demonstration only. Sensitive modules are masked per role permissions.
Role Workspace · Demonstration

Accounting Workspace

Maintain financial accuracy — books accurate, controlled, and close-ready.

Health 78 · On Track
Signed in as Christin · Accounting Lead
Primary decision question
Are the books accurate, controlled, and ready?

What matters today

Signal metrics for this role.

Close Readiness
78%
+12 ptsDay 4 of close cycle
Banking Exceptions
24
-8
Uncategorized Txns
17
Expense Approvals
9 pending
Comp Verification
3 open
Attribution review
Payroll / ADP Sync
Healthy

What needs attention

Resolve 24 banking exceptions
high
8 auto-suggested matches ready for review.
Reconcile operating account
high
$412 variance — likely timing on 2 vendor payments.
Verify commission calculations
medium
3 attribution reviews awaiting sign-off.

What should I do — Recommendations

AI advisory only. Approval always required.

Auto-apply 8 high-confidence matches
≥95% confidence across all 8 suggested matches.
Impact: Clear 8 exceptions
Confidence 96%
Controller review
Extend pass-through reserve
Reserve trending 6% below policy floor.
Impact: Restore compliance buffer
Confidence 88%
Accounting lead

Top risks

Data quality drift
Ledger
medium
12 vendor records missing tax classification.
Tax calendar item due
Compliance
medium
State filing due in 9 days.
Audit trail gap
Governance
low
2 journal entries missing supporting document link.

Top opportunities

Reduce close cycle by 2 days
Process
16 hrs/mo saved
Automating exception routing pattern from prior close.

AI Advisor

LedgerOS Controller
Advisory only
"What is incomplete for month-end?"
Close is on track. Exception queue is the critical path — clear high-confidence matches first.
Every response carries: answer · evidence · confidence · freshness · assumptions · missing data · impact · recommended action · required approval.

Quick actions

Permission preview

What this role sees and what is intentionally hidden.

Visible modules
  • • Close
  • • Banking
  • • Ledger
  • • Expenses
  • • Compensation
  • • Payroll
  • • Tax Calendar
  • • Reserves
  • • Audit
Hidden modules
  • • Board Briefing
  • • Strategic Decisions
Sensitive-data access: Permitted