---
title: "Account to Report AI agents"
section: "Agent store — Finance — processes"
canonical_url: "https://leverge.ai/agents/finance/account-to-report"
category: "Finance"
process: "Account to Report"
publisher: "Ailoitte Technologies Private Limited"
---

# Account to Report AI agents

6 production agents automating account to report within finance. Each one runs today and publishes its inputs, steps and outputs.

## Agents in this process

### Account Risk Classification

URL: https://leverge.ai/agents/finance/account-to-report/account-risk-classification

Rank balance sheet accounts by how much could be wrong and nobody would notice — driven by reconciliation quality and manual-entry exposure, not by size alone.

Steps: Reading the account data → Classifying by risk → Writing the review plan.

Returns: Unreconciled exposure; Where to spend review time; Highest risk; Account by account; Control coverage.

### Chart of Accounts Mapping

URL: https://leverge.ai/agents/finance/account-to-report/account-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.

Steps: Reading the source accounts → Reading the group chart → Mapping the accounts → Writing the review note.

Returns: Mapping coverage; Review note; No clean mapping — needs a decision; Source account to group code; What was verified.

### Exchange Rate Validation

URL: https://leverge.ai/agents/finance/account-to-report/fx-rate-validation

Check the exchange rates loaded for the period against the source and the policy — the right rate type, the right date, and no gaps quietly filled with yesterday's number.

Steps: Reading the loaded rates → Checking rates against policy → Writing the note.

Returns: Rate load; Before the revaluation runs; Problems; Rate by currency.

### Journal Entry Validation

URL: https://leverge.ai/agents/finance/account-to-report/journal-entry-validation

Check journal entries before they post — that they balance, that they carry a reason someone can audit, and that none of them is the kind of entry that only appears at period end.

Steps: Reading the journal batch → Validating each entry → Writing the review note.

Returns: Clear to post; Review note; Do not post; Entry by entry; Controls applied.

### Revenue Recognition Review

URL: https://leverge.ai/agents/finance/account-to-report/revenue-recognition

Check what was recognised this period against what the contracts actually entitle us to recognise — and name the revenue that has been taken before the obligation was met.

Steps: Reading the recognition schedule → Looking up the policy → Testing each obligation against policy → Writing the review note.

Returns: Revenue supported by policy; Review note; Recognised too early; Obligation by obligation; Tests applied; Policy applied.

### Trial Balance Reconciliation

URL: https://leverge.ai/agents/finance/account-to-report/trial-balance-reconciliation

Reconcile the trial balance against the prior period and the supporting schedules — separating movements that are explained from ones nobody has accounted for yet.

Steps: Reading the current trial balance → Reading the prior period → Reconciling the movements → Writing the close note.

Returns: Balance integrity; Close note; Unexplained movements; Movement by account; What was verified.

---

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