How to use this function

Prepare draft annual accounts with Vera

Learn to supply the documents, review Vera’s proposals and read draft annual accounts with statements, supporting information and checks.

The explanation and a short practice take about 5–8 minutes. Processing and your questions can extend the session.

Start this course

Codex

Open Codex on your computer with Vera installed and select @Vera in a chat.
Copy the request below, paste it into the chat and send it.
Turn on Codex voice in this chat. The assistant will guide you to open the second working chat in another window: listen and ask questions here, and watch the work and results there.

Request to send to Vera

Vera, start the prepared lesson “Prepare draft annual accounts with Vera” in English. Teach me to use this function with the included fictional files. Use this chat to explain the steps and answer my questions. Create or resume a second working chat to run the current workflow, and guide me to open it in another window. Help me turn on voice. Show me the actual results, then let me try the practice exercise.

The fictional lesson files are already included in the plugin. You can also take the lesson in writing. This button copies the request; the lesson starts when you send it in Codex.

Start in Claude Cowork

Open Cowork with Vera installed and a connected folder for the lesson. Copy and send this request: the lesson takes place in writing in one conversation.

Request to send to Vera

Vera, start the prepared lesson “Prepare draft annual accounts with Vera” in English, in writing in this single Cowork conversation. Use the included fictional files. Explain each step, run the current function and show me the actual results. Pause for my questions and guide me through the practice exercise. Do not use voice or a second chat.

When to use it

An accounting firm prepares the first annual accounts for a small service company. Follow the work from client files to statements and review, then update the draft after a missing invoice is recorded.

Prepare individual Italian OIC annual accounts for a small company in its first year. Follow the work from documents to the draft and local validation of an XBRL candidate. Professional review and approval remain the next step.

Files and request

Open company-en.md, trial-balance-en.csv and year-end-en.txt. They contain the company details, nine accounts with movements and balances, and year-end information. These are fictional documents to process, with no finished accounts. Tax is an input supplied by the external tax workpaper.

Vera, prepare draft OIC annual accounts from these files. Guide me through review of the form and classifications, then show the accounts, their sources and the checks before approval.

Run the workflow

In the working window, Vera opens the case, imports the three files and shows how it read the balances. In the voice chat, it explains what it will prepare and which file supports each step. Compare the movement interpretation with the CSV and confirm it when correct.
Review the proposed form and classifications for the nine accounts. Pause on one proposal and its source; the voice chat answers questions without reading every row. Vera calculates the statements, presents the result within equity and uses the year-end information for supporting schedules and statutory footnotes. Decisions remain visible in the working window.
Open the generated draft and find assets, debts, equity and the result for the year. Follow one amount back to its original file, then read the footnotes and check results. Vera also runs local validation of the XBRL candidate. The voice chat explains the actual outcome and next step: review the accounts before approval. If the workflow identifies a problem, show its concrete evidence request and how to continue.

Use the result

Draft annual accounts with statements, statutory footnotes, supporting schedules and inspectable sources.
Case checks and local validation of the XBRL candidate, with the review status.

Find the result for the year and its place in equity. Check one amount against the original file and read the check results. Explain what review remains before approval: passing a technical check does not approve the annual accounts.

Pause and check

Name the three files you supplied and show where you review Vera’s proposals.
Find the result, one source and the check status; explain the next step after the draft.

These pauses help you learn how to use the function. They are not a technical detail quiz.

Try it yourself

Read update-en.md and supply trial-balance-updated-en.csv and year-end-updated-en.txt as replacements for the corresponding files. Ask: “Update this draft in the same engagement, keeping the previous version.” Open the new result and explain the effect of the additional invoice and updated tax input. Check that the first version remains available.

You know which documents to provide, how to start the accounts and review proposals, where to read the statements and checks, and how to obtain a new version in the same engagement.

Supply the trial balance, company details, period and available supporting documents. Ask for annual-accounts preparation, review the proposals and complete the outstanding evidence before approval and export.