PRACTICAL AI EDUCATION • ACCOUNTING WORKFLOWS
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Fictional training example—not a client result
Harbor Ledger LLC • September 2026. Cutoff: October 21, 2026 at 12:00 UTC. These are historical exercise dates. No client messages were sent and no systems were connected.
Input: the supplied packet
MSG-01 — Requests September bank and card statements and the purpose of the $420 Office Supply Co expense by October 21 at 10:00 UTC; payroll by October 23 at 17:00 UTC.
MSG-02 — The client says the bank statement was uploaded, the card statement is attached, the expense is printer ink, and payroll will follow later.
REP-01 — Repository check on October 21 at 11:30 UTC: no bank statement or payroll report located in the Harbor/September portal and received-documents index. The card PDF was located, readable, and matched the client and period; completeness was not assessed. The email attachment was not independently checked.
APR-01 — Permits a draft asking for the bank folder and filename and a payroll reminder only. Final send approval is still required.
Reviewed reference worklist
All four requests remain OPEN. Reviewer decision for every request: Not reviewed. Reported delivery, located evidence, completeness, reviewer decision and closure remain separate.
Bank statement
MSG-01 / MSG-02 / REP-01 — Reported upload conflicts with the bounded not-located check. Completeness is not established. Clarify the folder and filename; reviewer attention is required. Status: OPEN. Reviewer decision: Not reviewed.
Card statement
MSG-01 / MSG-02 / REP-01 — The PDF is located, readable, and matches the client and period. Completeness is pending; the email attachment was not independently checked. Internal review is required, with no repeat client request. Status: OPEN. Reviewer decision: Not reviewed.
Expense explanation
MSG-01 / MSG-02 — The explanation was received: printer ink. Accounting treatment is undecided. Professional review is required, with no repeat question. Status: OPEN. Reviewer decision: Not reviewed.
Payroll report
MSG-01 / MSG-02 / REP-01 — Not located in the checked sources, but not yet due at the exercise cutoff. Preserve the October 23 at 17:00 UTC deadline. Status: OPEN. Reviewer decision: Not reviewed.
Reusable prompt
Using only the supplied packet, create a source-linked request register and an unsent follow-up. Separate reported delivery, located evidence, completeness, reviewer decision and closure. Preserve conflicting evidence and dates. Do not invent facts, send messages or change records.
Prompts do not replace access controls.
Approval checkpoint and reusable checklist
Verify all four requests. Source-match material facts and dates. Keep receipt, completeness and closure separate. Exclude internal notes. Verify the recipient and attachments. Record the reviewer decision before sending.
Finished UNSENT draft
Hi Alex, Thanks for the update. Could you let us know the folder and filename used for the September bank statement? We have not located it in the Harbor September portal or received-documents index checked on October 21 at 11:30 UTC. Please send the September payroll report by October 23 at 17:00 UTC, as requested. Thank you, Jamie.
Final send approval is still required. No message has been sent.
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