A WIP package needs an agreed path from source information to review. Tetra starts by mapping that path with the people responsible for producing and accepting the report.
The aim is to make preparation repeatable and exceptions visible, while the client retains its accounting policies and approval responsibilities.
Define the handoff
Name the output, the recipient, and the deadline. Specify the cutoff for inputs and how late changes are handled. Make it clear which version is approved for reporting.
Then identify the sources feeding the package. For each one, record who owns it, what period it covers, and the checks required before it can be used.
Give exceptions an owner
A difference between sources needs a resolution path. Name the person who can explain it, the review deadline, and when it should be escalated.
The workflow should make unresolved items visible without silently treating them as accepted. The reviewer needs to know both what has been checked and what still needs judgment.
Measure preparation and waiting separately
Measure elapsed time from the agreed cutoff to an approved package. Also record the time spent assembling inputs, reconciling them, waiting for answers, and performing the review.
Those distinctions guide the work. A slow export, an unclear approval, and inconsistent job definitions call for different changes.
Where AI fits
Once sources, definitions, and acceptance rules are dependable, Blueprint can specify where AI helps prepare supporting analysis or organize review questions. Deterministic reconciliation checks and human approval remain explicit.
Build puts the agreed workflow into use and measures the result. Faster preparation is evidence of capacity released; it is not, by itself, proof of better accounting judgments.