Start with a clear source
Doviria’s unnamed AI agent helps with accounting work, document drafts and finding information. The examples are ways to frame and review a task, not a list of guaranteed tools, autonomous actions or supported external systems.
Choose the question you need to resolve
Use the relevant source material and the access appropriate to your workspace. Keep missing facts explicit, check calculations independently and avoid treating confident wording as evidence that a result is correct.
Keep your next step connected
The guides below follow the work from its source to its review and handoff. Open the task that matches your question, use its example to check your reasoning and follow the related links when another record needs attention. Retain your own source evidence and the person responsible for the final decision.
01Keep the source02Check the context03Choose the next step