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Working Paper Agent

Working Paper Agent is an AI-powered CLI tool designed for accountants to automate the generation of M-1 working papers from trial balances. It leverages Gemini AI to analyze your data, highlight non-deductible expenses, and compare year-over-year results.

Features

  • Generate M-1 working papers from trial balance CSVs
  • Outputs Excel files for easy review

Requirements

  • Node.js (v16+ recommended)
  • Gemini API key (exported as GOOGLE_API_KEY in your environment)

Installation

Install globally:

npm install -g working-paper-agent

Or install locally in your project:

npm install working-paper-agent

Usage

Run the CLI to generate working papers:

wpa prompt "Generate M-1 adjustments for 2023 based on ./data/2023_tb.csv. Highlight non-deductible expenses and compare with 2022." -f ./data/2023_tb.csv ./data/2022_tb.csv

Output files will be saved in the ./output directory.

Supported Working Papers

Currently, only M-1 working papers generated from trial balance CSVs are supported.

Support & Feedback

For questions, feature requests, or bug reports, please open an issue on GitHub or contact the maintainer.

Supported working papers

We currently only support generating M-1 working papers from a trial balance.

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Generate M-1 working papers from trial balances

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