Agentic Workflows
Choose a workflow, attach the relevant documents, and let The Pocket CA bring the analysis together in one report for your review.
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Choose a workflow and attach your documents
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Let the agent consult the supplied material
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Review the consolidated analysis and flagged gaps
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Ask follow-up questions in the saved workflow
This live Analyse Financials demonstration uses fictional Northstar comparative financial statements. The workflow produces financial ratios, highlights reporting gaps and saves the analysis. A follow-up request turns those findings into an evidence-led action plan for CFO review.
Synthetic demonstration data
01 Attach the fictional comparative financial statements to the Analyse Financials workflow.
02 Review the saved report, including revenue growth, margins and liquidity ratios.
03 Ask a follow-up in the saved workflow to identify supporting evidence and decisions to defer.
In this synthetic example, revenue grows 20%, gross margin falls from 60% to 55%, and operating profit falls 34.2%. The report flags unexplained R60,000 equity and operating-cash differences for investigation; its cash-flow opening-to-closing arithmetic does reconcile. These are example findings, not performance claims.
The accountant checks source figures, reviews assumptions, investigates unresolved differences and decides what action to take.