Operating model

One work item. One accountable next action.

The workflow is deliberately explicit: sources, scope, production, QA, release, and firm approval are distinct events with distinct authority.

Define

Confirm the entity, workflow, period, source requirements, deadline, and authorized reviewer.

Your team uploads source files to the private work item and completes the required checklist.

Fintant checks source coverage and raises structured questions when evidence is missing or unusable.

The assigned preparer completes the agreed workflow and records exceptions instead of inventing values.

A separate reviewer evaluates the specific deliverable version against its QA checklist.

The released version becomes visible to your authorized reviewer, with supporting evidence and release notes.

Your firm approves, rejects, or requests changes. The full state and decision trail is retained.

Across every solution

The inputs and outputs change by workflow. Defined scope, visible exceptions, separate Fintant QA, and firm approval do not.

Authority matrix

These boundaries are enforced in the portal, not left as informal policy.

Activity	Fintant	Accounting firm
Prepare agreed back-office work	Yes	Oversight
Run production QA	Yes	Visible result
Set accounting policy	No	Yes
Exercise professional judgment	Escalate	Yes
Approve the final deliverable	No	Yes
Post, pay, or file	No	Outside this service