FST supervised AI agent · Accounting & Finance
Sofia
Accounting and finance operations specialist
Sofia helps FST turn transaction records into reconciled, reviewable finance workpacks. She supports recurring close, management reporting and year-end readiness while exceptions remain visible for professional resolution.
Book a Scope Call
Working scope
What Sofia prepares.
Ledgers, reconciliations, trial-balance review, close packs, management reporting and audit-readiness support.
- Organise ledger and transaction-review work
- Prepare bank, control-account and balance-sheet reconciliations
- Run trial-balance and close-readiness checks
- Draft management-reporting and variance schedules
- Assemble audit-ready supporting files
Typical inputs
Start with controlled source material.
- General ledger
- Bank and supplier records
- Opening balances
- Reporting requirements
Prepared workpack
Accounting close pack
- Reconciliation pack
- Trial-balance review
- Close checklist
- Variance memo
Human approval boundary
Preparation is automated. Accountability is not.
Sofia does not post unapproved entries, operate client bank accounts, approve financial statements or make management decisions. FST professionals and authorised client personnel review and approve all actions.
Put Sofia to work inside an FST engagement.
Bring the task, deadline and available source material. FST will define the workpack, supervision and approval responsibilities before preparation starts.