Codex plugin

Check Entries

Compare sampled journal entries with supporting PDFs.

Codex handles mapping ambiguity and review judgment. Deterministic Python scripts inspect entries, match support, compare evidence and preserve the audit trail.

Download plugin How it works

What it does

From selected entries to support-testing evidence

Use it when the journal sample is readable but not standardized and the support documents are local PDFs. Codex guides only the uncertain parts.

input/
  entries.xlsx
  support_pdfs/
    1001_invoice.pdf
    1002_payment.pdf

out/
  inspection.json
  suggested_recipe.json
  checks/
    normalized_entries.csv
    pdf_inventory.json
    check_results.csv
    check_results.xlsx
    check_audit.json
    review_notes.md

Inputs

What it reads

The plugin works with local files already available to the firm. OCR-only scanned PDFs are flagged for review rather than treated as checked.

Outputs

What it produces

The result is a reviewable work folder: mapped recipe, normalized entries, PDF inventory, result table, diagnostics and audit trail.

Codex is the adaptive layer, not a hidden API step

Codex inspects the customer format, proposes a mapping and asks only the smallest unresolved question: movement number, amount convention, date window or beneficiary column.

The scripts remain responsible for extraction, matching, comparisons and exports. If a support pattern fails, the improvement is a new deterministic rule or script, not an opaque model correction.

At the end of a run Codex can write a short improvement note and ask before emailing it to the maintainer.

Use

How it runs in Codex

Open the work folder in Codex, call the plugin, and let Codex inspect the entries and support PDFs before running deterministic checks.

Prompts

Starter prompts for beta users

Start from one of these prompts and replace the file and folder paths. Codex will ask before resolving essential ambiguities.

Download

Download the plugin

Requires Codex desktop. The same ZIP installs Plugins4Accountants.

Installation

Official download: Codex desktop.

Download ZIP

/Users/name/Documents/CodexPlugins/mp-codex-plugins

First use

In a Codex chat, provide the entry file, support PDF folder, language and tolerance assumptions.

Use Check Entries on /path/entries.xlsx and support PDFs in /path/pdfs.
Language: en. Document language: auto.
Inspect columns and PDFs, ask only for essential ambiguities, then generate results, diagnostics and audit trail.
Amount tolerance: 0. Date window days: 0.