Simon reads documents, qualifies expenses, reconciles bank lines, generates journal entries, and prepares downstream work: lettering, VAT, closing, FEC export, and dashboards.
The pipeline avoids re-entry: extracted data feeds tax decisions, reconciliation, journal entries, and filings.
A sub-agent segments files, extracts the expected fields by document type, and validates amounts, dates, counterparties, balances, or adjustment lines.
Split view with original document, structured JSON, and validation errors.
Tax rules and user patterns determine VAT and deductibility. Bank lines are matched to documents, including grouped payments and no-document cases.
Reconciliation canvas with transaction, candidate documents, score, and adjustments.
The entry comes from context: counterparty, amounts, VAT, qualification, bank, and tax regime. Templates choose accounts and tax tags.
Animation from context to rule selection to balanced debit/credit lines.
Produced data feeds controls, filings, and period-end opérations.
Match invoices, payments, deposits, and third-party accounts.
Prepare CA3/CA12 with prerequisites, cells, and VAT liquidation.
Guide depreciation, cut-off, provisions, reversals, and opening balances.
Produce a coherent FEC with lettering, attachments, and audit trail.
Simon avoids two parallel business paths: the agent and interface use the same tools and validations.