Example: Create a Compilation Package Using Financial Audit Agent

This example illustrates how to create an audit request package with the Generate Compilation Package skill of the Financial Audit Agent.

You are an accounting professional who has just received a sampling request from your external auditor. You must gather all supporting documentation for a few specific invoices.

The compilation package only includes invoice attachments with these file types: PDF, CSV, JPEG, PNG, TXT, XLS, and XLSX.

Set up the financial audit agent.

Security: Audit: Audit Requests
domain in the Common Financial Management functional area.

Access the

Create Audit Request

task.

In the

Request Name

field, enter Ap Cutoff Sample Selection
.

In the

Request Details

field, enter:

Please provide the support request for our AP Cutoff sample selections. For each sample selection, please provide (1) invoice, (2) payment support vouched to the bank statement, and (3) evidence of the delivery date/ date of service, including a contract, if applicable. Selected supplier invoice: INV-2025-09-081.

Click

Start Request

Ensure the

Document Types

the agent selects match this list by clicking

Add Document Type

or the trash can icon:

Supplier Invoice

Supplier Payment

Bank Reconciliation

Supplier Contract

Receipt

Select

Confirm Types

Review the

Sourced Documents

the agent selects.

Select

Complete Review

For an invoice, select

Download Package

Enter INV 2025-09-081
in the

PDF File Name

field.

Click

Select

Download Package

Click

Complete Request

You’ve downloaded a compiled audit request sample PDF package that contains all supporting documents for the audit.

Send the PDF package to the external auditor.