Account ledgers
Inspect debit and credit activity for selected accounts and periods, with document references and supported account-by-account legal-format output.
These guides describe the shared FOR:CEO company engine. FOR:AGENT uses MCP for supported operations; examples involving browser forms refer to the included FOR:CEO human workspace. Check live capabilities and authorization before an agent runs a task.
Explain the movement behind an account total
The Account Ledger report focuses on account activity: date, document type and number, counterparty, description, debit and credit. Filter the relevant accounts and period to inspect a particular balance-sheet or expense account without pulling every company transaction into a manual spreadsheet.
Choose the account scope deliberately
A parent account and its subaccounts are not automatically the same filter. Select the intended fully qualified accounts, or use the supported account-selection workflow to include the relevant children. The paginated legal layout groups output by account, with subtotals and balance information, making a focused review easier to share with an adviser.
What to know before you start
Check the account names and selected dates before exporting. Account-level reports use synchronized analytical data; source-document edits belong in the operational workflow.
Practical questions
Does choosing a parent automatically include every subaccount?
Use the supported selection to include the exact parent and child accounts you intend to review.
Can I export one account for a longer period?
Account-scoped legal export is supported. Choose the relevant account and period instead of requesting every account unnecessarily.
Continue the workflow
Journal register
Review the supported accounting journal with protocol and line numbers, document references, accounts, debits and credits for the selected company and period.
Balance sheet and profit and loss
Review the company's financial position and period results using available statement reports, with account classifications and source transactions behind the totals.
PDF, Excel and legal-format report exports
Export supported reports with the selected company, view and period, choosing the appropriate paginated legal output rather than assuming a visual download contains everything.