---
title: "Chart of Accounts Mapping"
section: "Agent store — Finance — Account to Report"
canonical_url: "https://leverge.ai/agents/finance/account-to-report/account-mapping"
category: "Finance"
process: "Account to Report"
trigger: "Run on demand"
publisher: "Ailoitte Technologies Private Limited"
---

# Chart of Accounts Mapping

Map a source system's accounts onto the group chart of accounts, and refuse to guess the ones that have no clean home rather than parking them in a suspense code.

## At a glance

- Business function: Finance
- Process: Account to Report
- Runs: run on demand
- Run cost: 7 credits
- Uses a knowledge base: no

## What it needs

- **Source accounts** (file upload) — The accounts to be mapped, as the source system names them.
- **Group chart of accounts** (file upload) — The authoritative target. Nothing may be mapped to a code that is not in here.
- **Mapping rules** (form)

## How it works

1. Reading the source accounts
2. Reading the group chart
3. Mapping the accounts
4. Writing the review note

## What it returns

- **Mapping coverage** (score)
- **Review note** (written summary)
- **No clean mapping — needs a decision** (flagged exceptions)
- **Source account to group code** (mapping table)
- **What was verified** (verification checklist)

---

Source: https://leverge.ai/agents/finance/account-to-report/account-mapping — Leverge