{
  "manifestVersion": 1,
  "process": {
    "slug": "bookkeeping-close",
    "title": "Bookkeeping close",
    "phase": "finance",
    "description": "Complete monthly bookkeeping including categorization, reconciliation, and financial statement preparation."
  },
  "manifestUrl": "https://ultrametric.ai/productarena/processes/bookkeeping-close/manifest.json",
  "steps": [
    {
      "id": "n1",
      "title": "Pull Mercury transactions",
      "kind": "api",
      "route": "agent",
      "toolCall": "mercury_transactions",
      "calls": [
        {
          "method": "GET /api/v1/accounts/{id}/transactions?start={date}&end={date}",
          "type": "rest",
          "description": "Pull monthly transactions"
        }
      ],
      "vendorOptions": [
        {
          "vendor": "mercury",
          "name": "Mercury",
          "productId": "mercury",
          "arena": "startup-banking",
          "agentReady": 76.1,
          "mcpEndpoint": "https://mcp.mercury.com/mcp",
          "paProductUrl": "https://ultrametric.ai/productarena/arena/startup-banking/product/mercury"
        }
      ],
      "approvalRequired": true,
      "riskLevel": null,
      "estimatedMinutes": 3,
      "async": false
    },
    {
      "id": "n2",
      "title": "Categorize transactions in QBO",
      "kind": "api",
      "route": "agent",
      "toolCall": null,
      "calls": [
        {
          "method": "POST /v3/company/{id}/purchase",
          "type": "rest",
          "description": "Create categorized transactions"
        }
      ],
      "vendorOptions": [
        {
          "vendor": "quickbooks",
          "name": "QuickBooks Online",
          "productId": "quickbooks",
          "arena": "accounting",
          "agentReady": 38.5,
          "mcpEndpoint": null,
          "paProductUrl": "https://ultrametric.ai/productarena/arena/accounting/product/quickbooks"
        }
      ],
      "approvalRequired": true,
      "riskLevel": "medium",
      "estimatedMinutes": 15,
      "async": false
    },
    {
      "id": "n3",
      "title": "Reconcile bank statement",
      "kind": "api",
      "route": "agent",
      "toolCall": null,
      "calls": [
        {
          "method": "qbo.banking.matchTransactions()",
          "type": "sdk",
          "description": "Auto-match imported bank transactions via the QBO API / official Intuit MCP server — a human signs off on the close"
        }
      ],
      "vendorOptions": [
        {
          "vendor": "quickbooks",
          "name": "QuickBooks Online",
          "productId": "quickbooks",
          "arena": "accounting",
          "agentReady": 38.5,
          "mcpEndpoint": null,
          "paProductUrl": "https://ultrametric.ai/productarena/arena/accounting/product/quickbooks"
        }
      ],
      "approvalRequired": true,
      "riskLevel": "medium",
      "estimatedMinutes": 15,
      "async": false
    },
    {
      "id": "n4",
      "title": "Review uncategorized items",
      "kind": "human",
      "route": "person",
      "toolCall": null,
      "calls": [],
      "vendorOptions": [],
      "approvalRequired": true,
      "riskLevel": "medium",
      "estimatedMinutes": 30,
      "async": false,
      "irreducible": "judgment or identity — work an agent shouldn’t stand in for"
    },
    {
      "id": "n5",
      "title": "Generate P&L statement",
      "kind": "api",
      "route": "agent",
      "toolCall": null,
      "calls": [
        {
          "method": "GET /v3/company/{id}/reports/ProfitAndLoss",
          "type": "rest",
          "description": "Generate P&L report"
        }
      ],
      "vendorOptions": [
        {
          "vendor": "quickbooks",
          "name": "QuickBooks Online",
          "productId": "quickbooks",
          "arena": "accounting",
          "agentReady": 38.5,
          "mcpEndpoint": null,
          "paProductUrl": "https://ultrametric.ai/productarena/arena/accounting/product/quickbooks"
        }
      ],
      "approvalRequired": false,
      "riskLevel": null,
      "estimatedMinutes": 2,
      "async": false
    },
    {
      "id": "n6",
      "title": "Generate Balance Sheet",
      "kind": "api",
      "route": "agent",
      "toolCall": null,
      "calls": [
        {
          "method": "GET /v3/company/{id}/reports/BalanceSheet",
          "type": "rest",
          "description": "Generate balance sheet"
        }
      ],
      "vendorOptions": [
        {
          "vendor": "quickbooks",
          "name": "QuickBooks Online",
          "productId": "quickbooks",
          "arena": "accounting",
          "agentReady": 38.5,
          "mcpEndpoint": null,
          "paProductUrl": "https://ultrametric.ai/productarena/arena/accounting/product/quickbooks"
        }
      ],
      "approvalRequired": false,
      "riskLevel": null,
      "estimatedMinutes": 2,
      "async": false
    },
    {
      "id": "n7",
      "title": "Flag anomalies for review",
      "kind": "api",
      "route": "agent",
      "toolCall": null,
      "calls": [],
      "vendorOptions": [],
      "approvalRequired": false,
      "riskLevel": null,
      "estimatedMinutes": 5,
      "async": false
    },
    {
      "id": "n8",
      "title": "Accountant review and approval",
      "kind": "human",
      "route": "person",
      "toolCall": null,
      "calls": [],
      "vendorOptions": [
        {
          "vendor": "zoho-books",
          "name": "Zoho Books",
          "productId": "zoho-books",
          "arena": "accounting",
          "agentReady": 33.4,
          "mcpEndpoint": null,
          "paProductUrl": "https://ultrametric.ai/productarena/arena/accounting/product/zoho-books"
        },
        {
          "vendor": "digits",
          "name": "Digits",
          "productId": "digits",
          "arena": "accounting",
          "agentReady": 46.9,
          "mcpEndpoint": null,
          "paProductUrl": "https://ultrametric.ai/productarena/arena/accounting/product/digits"
        },
        {
          "vendor": "xero",
          "name": "Xero",
          "productId": "xero",
          "arena": "accounting",
          "agentReady": 43.7,
          "mcpEndpoint": "https://mcp.xero.com/mcp",
          "paProductUrl": "https://ultrametric.ai/productarena/arena/accounting/product/xero"
        },
        {
          "vendor": "quickbooks",
          "name": "QuickBooks Online",
          "productId": "quickbooks",
          "arena": "accounting",
          "agentReady": 38.5,
          "mcpEndpoint": null,
          "paProductUrl": "https://ultrametric.ai/productarena/arena/accounting/product/quickbooks"
        },
        {
          "vendor": "puzzle",
          "name": "Puzzle",
          "productId": "puzzle",
          "arena": "accounting",
          "agentReady": 23.9,
          "mcpEndpoint": null,
          "paProductUrl": "https://ultrametric.ai/productarena/arena/accounting/product/puzzle"
        },
        {
          "vendor": "freshbooks",
          "name": "FreshBooks",
          "productId": "freshbooks",
          "arena": "accounting",
          "agentReady": 32.9,
          "mcpEndpoint": null,
          "paProductUrl": "https://ultrametric.ai/productarena/arena/accounting/product/freshbooks"
        },
        {
          "vendor": "mercury-books",
          "name": "Mercury Books",
          "productId": "mercury-books",
          "arena": "accounting",
          "agentReady": 0.6,
          "mcpEndpoint": null,
          "paProductUrl": "https://ultrametric.ai/productarena/arena/accounting/product/mercury-books"
        },
        {
          "vendor": "kick",
          "name": "Kick",
          "productId": "kick",
          "arena": "accounting",
          "agentReady": 7.6,
          "mcpEndpoint": null,
          "paProductUrl": "https://ultrametric.ai/productarena/arena/accounting/product/kick"
        },
        {
          "vendor": "pilot",
          "name": "Pilot",
          "productId": "pilot",
          "arena": "accounting",
          "agentReady": 3,
          "mcpEndpoint": null,
          "paProductUrl": "https://ultrametric.ai/productarena/arena/accounting/product/pilot"
        }
      ],
      "approvalRequired": true,
      "riskLevel": "high",
      "estimatedMinutes": 1440,
      "async": true,
      "irreducible": "judgment or identity — work an agent shouldn’t stand in for"
    }
  ],
  "provenance": {
    "source": "productarena",
    "url": "https://ultrametric.ai/productarena",
    "generatedFrom": "data/processes.json + data/process-chains.json (the ProductArena founder-process corpus), resolved against live arena leaderboards at build time. Regenerate by refetching this manifest URL — it always reflects the currently deployed data, not a pinned data commit.",
    "license": "ProductArena Data License (DATA-LICENSE in github.com/ultrametricai/productarena): querying and quoting with attribution to \"ProductArena by Ultrametric Inc\" is fine; bulk redistribution or use to build competing datasets requires written permission."
  }
}