One Duty Acceptance Planner

What would you need to see before this duty advances?

Define one duty, the cases you will reserve and the boundaries you will test. Leave with a review plan and the matching acceptance worksheet.

Build my review plan Download the acceptance worksheet

Step 1 of 5

Define the duty

Entries are kept only for this session. Nothing you enter is sent anywhere.

New to the method? Load the illustrative example, then change any entry.

Duty statementOne duty the agent would carry out, in a sentence. For example: Prepare supplier-credit review packets.

Duty versionSo the review stays tied to this wording.

Entity

PopulationThe records the duty covers.

Period and cutoff

Evaluation stageMoving between stages requires a recorded decision.

Historical read-only reviewExamines records and proposed outputs.SimulationA simulation or isolated sandbox tests attempted posting and outbound messages without touching real books or recipients.Supervised operationIntroduces work into the team's process under permissions agreed for that run.

Accounting ownerSets the expected outcomes before the test.

Systems ownerSupplies evidence of source and permission boundaries.

ReviewerA separate reviewer who assesses the output.

Owners can wait: without them the plan prints as an incomplete draft.

01Take it further

Work through it with your team

Worksheet · PDF
One Duty, One Acceptance Decision
A controller's worksheet for evaluating a bounded finance-agent duty.
Whitepaper
Approve Your First Finance Agent
A controller's acceptance test for one finance workflow.

See what Rever finds in your records

A free Proof of Value on a limited period of your data. Agents prepare, your team approves.

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What would you need to see before this duty advances?

Define the duty

Work through it with your team

One Duty, One Acceptance Decision

Approve Your First Finance Agent

See what Rever finds in your records