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Team 501 Agent501 Pipeline Coding agent
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Get Output full package · review learning · email ZIP

This is the one-button output package. It runs Agent501/pipeline for the active client, builds the office files, and shows exactly what was auto-coded, what needs review, why Agent501 suggested it, and what was taught back to the brain.

Required files monthly source package

Upload one monthly folder/ZIP, or use the individual boxes below. The NCS transaction master is the main Agent501 source. Bank + MIP Exp GL support BTF/reconciliation. GL/chart files validate codes and make review safer.

BEST OPTION

Monthly Input Folder

Choose the folder that contains the office files. Agent501 will pick the matching files by name and save them into this client's input folder.

No folder selected

Browser folder picker works in Chrome/Edge. If folder upload is not available, upload a ZIP below.

No ZIP selected

Filename markers: master/transaction, bank/card, exp gl/mip gl, chart/coa, prior, posted.

Get Output: what goes where Monthly Folder or one ZIP Agent501 sorts files master / bank / MIP GL chart / prior / posted Master main source Bank + MIP GL BTF checks GL Chart validate codes Output Package BTF + coded review + MIP import Manual boxes below only when auto-pick needs help.
Advanced Manual Overrides only if auto-pick needs help

When to open this

Use this section when Agent501 cannot identify a file from the folder/ZIP, or when you want to replace one specific file without uploading the whole monthly folder again.

Master drives output Bank + MIP GL check BTF Chart validates GLs
Manual override flow Pick 1 file only the missing one Replace that slot master / bank / MIP GL chart / prior / posted Run package uses latest slots Folder/ZIP stays the normal path. Manual override is the rescue lane.
REQUIRED

NCS Transaction Master

Main workbook/CSV Agent501 reads to create coded rows, review queue, BTF-ready file, AR/AP, and MIP import.

Current: not selected yet

REQUIRED FOR BTF

Bank/Card File

What cleared the bank/card. Used by FetaCheese reconciliation and retained with the output run.

Current: not selected yet

REQUIRED FOR BTF

MIP Exp GL Detail

What MIP already has. This lets the BTF/recon teammate compare source activity to accounting detail.

Current: not selected yet

Validation / reference files recommended

RECOMMENDED

GL Code / Chart File

Chart of accounts or GL-code list used to catch invalid coding before output is accepted.

Current: not selected yet

OPTIONAL

Prior BTF / Recon

Prior month BTF/reconciliation support, outstanding checks, and continuity review.

Current: not selected yet

OPTIONAL

Posted MIP Export

MIP-posted output used later to prove what landed and close the loop.

Current: not selected yet

Use the marked boxes above. Legacy single upload is kept for quick tests only.
clean packages send normally; reviewer/CPA/admin can override when review rows remain

Teaching history who fixed what

No review teaching has been approved yet. Once a reviewer/CPA teaches or bulk-approves a group, the audit history appears here and exports with the package.

No output package yet. Click the button above.