LWHS Finance · Proof of Concept · Simulated Data

Agentic Workflow Demo Suite

Four interactive prototypes built from the discovery interviews and the systems assessment. Every workflow ends at a human gate: agents draft, validate, match and flag; people approve, post, release and send. All data and API activity shown is simulated.

01

Journal Entry Drafting Agent

Merchant export plus an OCR'd bank statement in; a coded, validated, bank-verified draft JE batch in Financial Edge NXT out. Coding is learned from prior posted batches with per-line confidence and visible historical evidence. Posting stays human.

Blackbaud GL API Bank PDF · OCR Validate ≠ post
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02

AP Intake Agent · Receipts & Reimbursements

Receipts extracted and itemized, the submitter's math re-added, policy checks run (variance, itemization, signature thresholds, duplicates), then an invoice drafted on hold in Blackbaud with backup attached. Release is locked until every flag is resolved.

Blackbaud AP API hold_payment gate Reminder queue
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03

CFO Reporting Copilot · Ask the Ledger

Natural language questions answered as generated interfaces: budget vs actual, accounts near their caps, projected surpluses, year over year, and a board summary assembled from live queries. Pin any block into a board packet. Read-only throughout.

GL read + nightly sync Thesys C1 generative UI Never writes
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04

Timesheet Audit Agent

The Paycom Time Detail PDF audited against the schedule sheet: scheduled days, lunch punches and CA meal-break premiums, approvals, coach seasonality. Findings arrive with follow-up messages drafted in Louisa's voice; she approves every send.

Documents only · OCR No APIs required Human sends
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How to read these demos. Each one follows the same grammar: a pipeline stepper across the top, the workflow on the left, and a live console on the right showing exactly what the agent is doing (API calls, document parsing, audit rules). Approval buttons stay locked until every flag is resolved by a person. The console is the honesty layer: validate and post are separate operations, invoices are born on hold, and the document pipeline runs with no API calls at all.
Prepared for the LWHS finance engagement · prototypes are illustrative and not connected to live systems