01
Strategic framing
Define the business question
02
Data ingestion
Bring in ERP, accounting, bank, sales data
03
Substrate
Clean, map, normalize, reconcile
04
Knowledge assets
Chart of accounts, policies, KPI definitions
05
Task specification
Variance, cash forecast, anomaly review
06
Agent composition
Analyst, controller, forecasting, CFO assistant
07
Prudence config
Approvals, audit trail, confidence scoring
08
Box & reflection
Deploy, monitor, improve, expand