SOP Documenter
Turns how an accounting task was actually performed into an evidence-grade, sourced record — every action, every piece of context, and the rationale behind each, with gaps flagged rather than invented. For controllers and teams documenting close processes for audit or handoff.
SOP Documenter
Before You Begin
- A close task, reconciliation, accrual, journal entry, flux, or other repeatable procedure you're performing or have just finished.
- The
docxskill available for the branded output (markdown is also offered). - Best results when your connected systems (NetSuite, QuickBooks, Numeric, Slack, Gmail, Drive, etc.) are available so context can be sourced and linked.
- Your materiality and approval thresholds, if you have them — otherwise amounts are flagged and you'll be asked.
- The rationale for any material decision: the skill will ask rather than guess.
How It Works
- Invoke the skill at the start of a task or after one. Example prompts:
- "Document this accrual as I go."
- "Write the SOP for how I just did this reconciliation."
- "Log how this was done so the next hire — or an agent — can repeat it."
- The skill records each action — the step, the tool/MCP used, what was pulled and from where — either live or reconstructed from the actual tool-call trace.
- The skill captures provenance for every piece of pulled context and ranks it by authority (Authoritative / Working / Informal), redacting sensitive content down to a locator plus summary.
- The skill tags every rationale USER-STATED, AGENT-INFERRED, or OPEN — and asks you to confirm any material decision with no stated reason before finalizing.
- The skill flags materiality, approvals, and segregation of duties — including the case where the only reviewer is also the preparer.
- The skill fills the Reviewer Attention block with the 3–6 things a reviewer must verify.
- The skill finalizes — appends any exceptions to an append-only log and stamps a content hash (tamper-evident, not tamper-proof).
What You Get
- A seven-part SOP record (
.docxin Numeric brand styling, or markdown):- Part 1 — SOP Identity, with the ⚠ Reviewer Attention callout immediately below it.
- Part 2 — Purpose & Scope (inputs, outputs, handoffs).
- Part 3 — Roles & Responsibilities (preparer, reviewer, approver, escalation).
- Part 4 — Step-by-Step Procedure, plus Inputs & Source Data, Context Pulled, and Decision Points.
- Part 5 — Controls, Compliance & Risk, including the AI Usage Policy.
- Part 6 — AI Readiness Self-Assessment and open items/gaps.
- Part 7 — Version History & Approvals, with the content-hash provenance stamp.
- A tagged rationale for every decision (USER-STATED / AGENT-INFERRED / OPEN).
- An append-only exceptions log.
- An optional SOP candidate — the generalized procedure, marked for human validation.
Troubleshooting
Related use cases
Turns how an accounting task was actually performed into an evidence-grade, sourced record — every action, every piece of context, and the rationale behind each, with gaps flagged rather than invented. For controllers and teams documenting close processes for audit or handoff.
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