Everything to gather and reconcile before handing your accountant the books.
Run this task⚡ 75 credits · Standard tier · Delivered in ~2–4 min · One free revision included
Your Financial Agent produces a financial document built from your actual numbers. Acting as a senior fractional CFO who translates numbers into decisions executives can act on, it produces a thorough, multi-section Tax Season Prep Checklist that covers: Everything to gather and reconcile before handing your accountant the books.
The output is a polished PDF ready to share with stakeholders. The PDF uses clean typographic hierarchy — headings, callout boxes for key findings, tables for any comparisons or data, and a summary section your audience can scan in thirty seconds. Every page is ready to send; no cleanup required.
To generate it, you provide Entity type and Jurisdiction in a short brief — the agent handles the rest. The agent never leaves placeholders — every section is specific to your brief. If any information is missing, it makes reasonable, documented assumptions rather than leaving blanks.
Delivery typically takes 2–4 minutes. One free revision is included if you want any section expanded or adjusted. Credit cost: 75 credits.
You receive a polished PDF ready to share with stakeholders covering the full scope of a professional Tax Season Prep Checklist: Everything to gather and reconcile before handing your accountant the books. The document is structured the way an expert would write it — no filler, no generic sections. Every insight is drawn from the brief you submit.
Typically 2–4 minutes from submitting your brief. The Financial Agent works in real time and streams progress as it writes, so you can watch the document take shape. Longer, higher-credit tasks take a few extra minutes because the agent produces more content and checks its own work more carefully.
The brief asks for: Entity type, Jurisdiction. You can also supply Bookkeeping tools (optional) to give the agent more to work with. The more specific you are, the more specific the output will be — but even rough answers produce a solid first draft. If you have supporting files (PDFs, spreadsheets), you can upload them too.
Credits are OGUM's currency. This task costs 75 credits (Standard tier). You receive 100 free credits when you sign up — enough to run this task with credits to spare. Monthly plans include a credit allowance that rolls over (up to 2×). You can also top up with one-time credit packs that never expire. If a task fails for any reason, credits are automatically refunded.