Companion repository for Chapter 19: AI Transformation of CA/CPA Practice Areas from The AI Agent Factory by Panaversity.
Exercise data, reference SKILL.md implementations, and workflow recipe templates for chartered accountancy and CPA practice areas.
Download ca-cpa-exercise-data.zip — trial balances, entity profiles, source documents, and working paper templates for Exercises 1-24.
Unzip into your working folder and you're ready for Lesson 2.
git clone https://github.com/panaversity/ca-cpa-practice-agents.git
cd ca-cpa-practice-agentsca-cpa-practice-agents/
├── exercises/ # Practice lab data (PKR-denominated)
│ ├── trial-balances/ # Crescent Textiles trial balance (CSV)
│ ├── source-documents/ # Sales/purchase invoices, bank statements
│ ├── entity-profiles/ # Crescent Textiles + Karachi Foods profiles
│ ├── working-papers/ # Audit planning + revenue testing templates
│ └── consolidation/ # Parent-subsidiary elimination data
├── reference-skills/ # 5 reference SKILL.md files (Pakistan defaults)
│ ├── pakistan-tax-jurisdiction/ # Jurisdiction tax rules
│ ├── chart-of-accounts/ # IFRS chart of accounts + assets/coa-template.csv
│ ├── audit-methodology/ # ISA audit methodology
│ ├── client-entity/ # Client knowledge (template)
│ └── compliance-calendar/ # Regulatory calendar + assets/regulatory-calendar.csv
├── workflow-recipes/ # 6 natural language scheduling templates
│ ├── month-end-close.md # Accounting domain
│ ├── tax-computation.md # Tax domain
│ ├── audit-programme.md # Assurance domain
│ ├── board-pack.md # Management accounting domain
│ ├── fraud-monitoring.md # GRC domain
│ └── compliance-monitoring.md # GRC domain
├── README.md
└── LICENSE # Apache-2.0
This repository provides exercise data and reference materials. It is not an installable Cowork plugin. Students build their own SKILL.md extensions locally during Lessons 9-10 using the Method A interview framework from Chapter 16.
| Folder | Chapter 19 Lessons | What You Do |
|---|---|---|
exercises/ |
L02-L06 (domain exercises), L11-L14 (practice labs) | Download and use as input data for exercises |
reference-skills/ |
L09-L10 (building extensions) | Study these Pakistan-default examples, then build your own for your jurisdiction |
workflow-recipes/ |
L07-L08 (workflows), L16 (deployment) | Copy recipe text into Cowork's /schedule command, adapting for your practice |
| Everything | L15-L16 (capstones) | Combine exercise data + your custom skills + workflow recipes for full deployment |
All materials ship with Pakistan defaults (FBR, SECP, ITO 2001, PKR). The reference skills demonstrate the structure — you replace the values for your jurisdiction:
| Variable | Pakistan Default | Your Value |
|---|---|---|
| Currency | PKR | your currency |
| Tax authority | FBR (Federal Board of Revenue) | your tax authority |
| Corporate regulator | SECP | your regulator |
| Tax code | Income Tax Ordinance 2001 | your tax code |
| Accounting standards | IFRS (as adopted in Pakistan) | your standards |
| Audit standards | ISA (ICAP adoption) | your audit standards |
| Fiscal year | July 1 - June 30 | your fiscal year |
Complete Chapters 14-18 of The AI Agent Factory before using this repository:
- Enterprise agentic landscape (Ch 14)
- Cowork plugin anatomy and SKILL.md structure (Ch 15)
- Knowledge extraction methodology (Ch 16)
- Finance domain agents and cross-app workflows (Ch 17)
- Intent-Driven Financial Architecture / IDFA (Ch 18)
Chapter 19 uses these Anthropic plugins (install separately via Cowork):
claude plugin install finance@knowledge-work-plugins
claude plugin marketplace add anthropics/financial-services-plugins
claude plugin marketplace add panaversity/idfa-financial-architectApache-2.0. See LICENSE for details.
Built as part of The AI Agent Factory — teaching domain experts to build sellable AI agents.