Every Tool Archie Carries

Ask Archie an accounting question or perform a general accounting analysis.

Analyse an uploaded document. Returns a task envelope for large files (>50 KB).

Record an accounting journal entry to the client's connected ERP.

Search the knowledge base.

Approve or reject a workflow item.

List accessible clients.

Classify a financial transaction.

Review document compliance.

Get domestic tax advice (income, corporate, CGT, FBT, stamp duty).

Cross-border tax advice, transfer pricing, treaties, withholding, PE, CFC.

GST, VAT, sales tax, HST, QST, use-tax advice by jurisdiction.

Succession planning advice, family business transition, buy-sell, governance.

Forensic asset tracing, funds flow, related-party mapping, ownership trails.

Test internal controls, design or operating effectiveness, sample selection.

Prepare a tax return artifact, income, BAS, IAS, VAT, corp, payroll, self-assessment.

Prepare a CFO/board pack, KPIs, financial review, forecast, commentary, risks, actions.

Prepare an audit working paper, lead schedules, substantive tests, planning memos.

Prepare an M&A due-diligence / quality-of-earnings report.

Prepare trust accounts, distributions, beneficiary statements, capital accounts.

Prepare a litigation expert report, damages, loss quantification, opinion.

M&A advice, acquisition, merger, asset/share purchase, due diligence framing.

Payroll compliance advice, STP/RTI/SGC, contractor classification, payroll tax.

Wealth management advice, investment structures, retirement, asset protection.

Analyse client financials, variance, trend, ratio, cashflow, profitability.

Get client financial data (raw, summary, variance, cashflow, or profitability view).

Get payroll data, summary, by employee, by period, tax/super obligations.

Forensic investigation, Benford, ACFE classification, chain-of-custody output.

Prepare an ASC 606 / IFRS 15 revenue-recognition workpaper + memo.

Poll a long-running async task (e.g. prepare_asc606_memo) for its result.

Prepare an ASC 842 lessee memo + lease schedules (deterministic engine).

Prepare an ASC 360 capex memo, PP&E capitalise-vs-expense,

Prepare an ASC 610-20 gain-on-derecognition memo for the sale of a

Draft a client communication, email, letter, memo, or report.

Generate a financial report, TB, P&L, balance sheet, mgmt accounts, financial statements.

Prepare a financial forecast, multi-scenario, with assumptions register.

Prepare a business valuation report, DCF, multiples, asset-based, maintainable earnings.

Reconcile bank, AR, AP, intercompany, or other accounts.

Suggest month-end accruals from TB review and prior-period patterns.

Review an audit workpaper for completeness, methodology, evidence sufficiency, and standards compliance.

Calculate US federal quarterly estimated tax under IRC §6654/§6655 safe harbor.

Produce a calendar of upcoming filing/compliance deadlines for a client.

Produce a pre-meeting briefing for a client meeting.

Extract action items, decisions, and a follow-up draft from a meeting.

Research accounting standards or compare two standards on a topic.

Review wills, trusts, beneficiaries, control, and tax exposure of an estate plan.

Analyse an investment portfolio: opening/closing reconciliation, FX and

Draft a new playbook conversationally, describe a workflow and Archie

List Topics in the caller's workspace (filter by status/type/search, paginated).

Create a Topic in the caller's workspace (optionally bound to a client).

Get a Topic by UUID (aggregate counts; optional canvas descriptor).

Link a conversation to a Topic (idempotent on same-topic re-link).

Post a message into a Topic conversation and dispatch the turn

Ask a question in a Topic conversation and wait (bounded) for the final

Read a Topic conversation's messages (chronological, paginated), poll a

Update a Topic's metadata, rename (name), retitle, set type / colour /

Archive a Topic (status='archived'). Un-archive via topic_update

Soft-delete a Topic (status='deleted') and unlink its conversations. The

List the caller's connected accounting systems (Xero today) and their

Describe a workstream, metadata + step graph.

Update a workstream's metadata, rename (name) or change its description.

Duplicate a workstream, copy its definition under a new name (defaults to

Delete a workstream, a guarded soft-delete (it disappears from listings;

Start a workstream run.

Inspect a workstream run, current step, next step, progress %.

Drive a paused or awaiting-approval run forward.

Cancel a running workstream. ``reason`` is the audit trail, recommend supplying it.

Draft a workstream from a natural-language description (Haiku tool-use).

Promote a draft to an active, executable workstream.

Execute a full agent task through the orchestrator pipeline. Returns the orchestrator response.