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Northwind Supply Co.October 2026 close

Business day 3 of 5 All entities CAsk Close

CAgents finished 41 of 52 close tasks overnight. 6 are ready for your review.

Close progress 79%

41 of 52 tasks

Accounts reconciled 14 / 15

Payroll clearing in progress

Waiting on you 6

4to approve2need a decision

Task	Prepared by	Status	Amount
Bank rec · Operating ••4821	CReconciliation agent	Reconciled	0.00
Prepaid amortization	CAccruals agent	Ready for review	11,750.00
Unbilled freight accrual	CAccruals agent	Needs your call	3,180.00
Revenue flux vs September	CFlux agent	Explained	+18.4%
Payroll tie-out	CReconciliation agent	Running	—

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Clients38 active · October 2026 close

Sort: due first

Client	Progress	Next step
Northwind Supply Co.Business day 3	79%	6 to review
Halcyon Dental GroupBusiness day 3	92%	1 to review
Brightline StudiosClosed Nov 2	Signed off	Report sent
Ferro & DaughtersBusiness day 2	54%	Waiting on 2 receipts
Ostrava Coffee RoastersBusiness day 3	71%	3 to review

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Flux reviewOctober vs September · lines over 10%

Export

Line	Sep	Oct	Change
Revenue	412,300	488,150	+18.4%
Cost of goods sold	243,260	302,650	+24.4%
Freight-in	30,050	41,470	+38.0%
Software subscriptions	9,840	23,040	+134.1%

Flagged: a $14,400 annual software renewal was expensed in full. Moving $13,200 to prepaid brings October back to $9,840.

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Accrue unbilled freight · October 2026 CAccruals agent

Progress

Pulled 214 October receiving records from inventoryreceiving_2026-10.csv · 214 rows
Matched 198 of them to carrier invoices already in payablesAP · Larkspur Freight · 198 matched
Found 16 shipments received with no invoice yet16 unmatched · oldest Oct 9
Priced each one at the carrier’s contract ratesRate card rev. Jul 2026 · avg 198.75
Drafted the accrual and a reversing entry for Nov 1JE-2026-10-118 · auto-reverse 11/01/2026
Waiting for your sign-offReviewer · Priya Raman, CPA

Draft journal entryJE-2026-10-118 · Oct 31, 2026

Account	Debit	Credit
5120Freight-in	3,180.00
2110Accrued liabilities		3,180.00
Total	3,180.00	3,180.00

October unbilled freight, 16 shipments. Reverses 11/01/2026.

16 receiving recordsRate card, Jul 2026198 matched invoices

Prepared by Accruals agent · Nothing posts until a reviewer approves

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AgentsNorthwind Supply Co. · last run 6:15 AM

+ New agent

Agent	Scope	Status
ReconciliationRan 6:02 AM	15 bank and card accounts	Done
AccrualsRan 6:10 AM	Freight, utilities, bonuses	2 to review
FluxRan 6:15 AM	P&L lines over 10% or $5,000	4 explained
PayablesStarted 6:20 AM	48 bills in the inbox	Running
RevenueScheduled 7:00 AM	ASC 606 schedules	Queued
Fixed assetsRan Nov 1	Depreciation, 212 assets	Done

Ledger5120 Freight-in · October 2026

Filters

vendor:"Larkspur Freight" period:oct

Date	Description	Amount	Source
Oct 03	INV 55871	2,940.00	InvoiceBank line
Oct 10	INV 55934	3,315.50	InvoiceBank line
Oct 17	INV 56010	2,872.25	Invoice
Oct 24	INV 56102	3,410.00	InvoicePO-1182
Oct 31	Unbilled accrual · JE-118	3,180.00	16 receipts

AskNorthwind Supply Co. · October 2026

Why did gross margin fall from 41.0% to 38.0% in October?

Two things explain most of it. Freight-in rose $11,420 (+38.0%) after the switch to expedited shipping on Sep 28 1 2. A $6,900 write-down of damaged stock was booked on Oct 17 3.

Without the write-down, October margin would have been 39.4%.

1JE-2026-10-118 · Unbilled freight accrual

2Larkspur Freight invoices, October (4)

3JE-2026-10-087 · Inventory adjustment

Prepaid expensesAmortization schedule · October 2026

Export .xlsx

Item	Sep 30	Oct expense	Oct 31
General liability insurance12 months from Apr 1	9,300.00	1,550.00	7,750.00
Design software, annual12 months from Oct 1	14,400.00	1,200.00	13,200.00
Warehouse rent, Q43 months from Oct 1	27,000.00	9,000.00	18,000.00
Trade show boothEvent Feb 2027	3,160.00	0.00	3,160.00
Total	53,860.00	11,750.00	42,110.00

Ties to GL 1310 Prepaid expenses42,110.00 ✓

Lease classificationASC 842-10-25-2 · Forklift agreement, 60 months

Ownership transfers at end of termNot met

Purchase option reasonably certainNot met

Term is a major part of economic life: 60 of 72 months (83%)Met

Present value is substantially all of fair value: 91%Met

Specialized asset with no alternative useNot met

Finance lease. Criteria 3 and 4 are met. Your policy memo FIN-07 sets “major part” at 75% and “substantially all” at 90%.

Journal entryJE-2026-10-118

Approved and posted

Prepared byAccruals agent

Reviewed byPriya Raman, CPA

SignedNov 3, 2026 · 9:14 AM

Evidence3 attachments

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Accrue unbilled freight · October 2026 CAccruals agent

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