Simon is built so an agent can operate bookkeeping through structured domain tools. It reads the workflow, finds blockers, picks the right action domain, proposes sensitive changes, and executes after validation.
The value is not an isolated chat answer. It is the ability to understand the current accounting state and run the right treatments in the right order.
The agent starts from the period checklist and blockers. It sees what is ready, what is missing, and what needs arbitration.
Screenshot or animation of a checklist grouped by validation, qualification, reconciliation, bookkeeping, and filing.
Each domain exposes structured actions: qualification, reconciliation, journal adjustments, lettering, filings, views, FEC import. The agent does not mutate the database directly.
Diagram showing the agent choosing a domain, then a validated action with parameters.
Simon automates mechanical work while keeping sensitive decisions visible: ambiguous qualification, uncertain matching, filings, closing, result allocation.
Proposal panel with accounting impact, approve/reject controls, and links to source documents.
Each request follows a stable, readable, testable path.
The agent reads the company, active period, documents, and useful views.
It checks the workflow to determine blockers and available actions.
It explains the next action, affected data, and expected decisions.
It calls the right domain tool, then the workflow recomputes state.
The workflow turns complex bookkeeping into a list of next actions with blockers, dependencies, and automatic recomputation.