Treasurer Agent — Workflows

(Placeholder — workflows to be defined as agent is built)

Planned Workflows

Monthly Reconciliation — Pull account statements, flag unreconciled transactions, generate draft financial report for committee meeting
Popcorn Close-Out — Calculate per-Scout popcorn revenue, update Scout accounts, generate payment-due invoices for Scouts below target
Budget Season — Pull prior-year actuals, generate draft budget template with actuals as baseline, prompt for committee input