Finance / Account to Report Live
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.
- Runs on a schedule
- ~7 credits per run
- v1.0.0
What does Journal Entry Validation do?
Journal Entry Validation is a production AI agent in the finance section of the Leverge agent store, built for the account to report process. 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. It runs on a schedule (every weekday at 17:00), works through 3 steps and returns 5 outputs, including clear to post.
What it needs
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Journal entries to post
One row per line, with account, debit, credit, and the narrative.
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Posting controls
What it does
- Reading the journal batch
- Validating each entry
- Writing the review note
What you get back
- Clear to post
- Review note
- Do not post
- Entry by entry
- Controls applied
After each run it asks: “Would you post this batch?”
When it runs
Runs on a schedule — Every weekday at 17:00.
Oversight
Runs under scoped, least-privilege credentials with every action written to an audit log. Anything that moves money, alters a contract or reaches a customer requires human approval before it executes.
Account to Report
Other agents in account to report
Close, reconciliation, payables and treasury, with an audit trail
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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.
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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.
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Exchange 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.
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Revenue Recognition Review
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.
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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.
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Annual Plan Review
Review a draft annual plan before it is signed off — whether the growth is built on named actions or on a percentage, and which assumptions the whole plan depends on.
Next Step
Deploy Journal Entry Validation, or adapt it
It runs as-is against the inputs above. Most deployments diverge — a different source system, a different tolerance, a different approval path. A 30-minute technical call establishes which.