Client context
Client and firm memory.
Remember client context.
The accounting agent for client work.
Workflow model
Client files, prior work, the current request, prepared work, and review.
How it works
MemwaMind turns client files and prior work into accounting work that is ready for review.
Keep the source close to the work.
Carry approved client context into the next period.
Prepared work stays under accountant review.
Workflow model
Client files and prior work leading to accounting work prepared for review.
Problem
Accounting work rarely lives in one file, one year, or one person's head.
Client files, prior work, source material, and client history all shape what should happen next.
The work still comes back to the accountant for review and judgment.
Core workflow
Client and firm memory.
Remember client context.
Source-linked accounting work.
Open the document behind a conclusion.
One workspace for the client job.
Keep document requests with the client work they belong to.
Accounting work prepared for review.
Prepare workbooks, workpapers, memos, and client requests.
Review status and open questions.
Show what was checked, changed, and left unresolved.
Review answers with the relevant documents nearby.
Prepared work comes back to the accountant for review.
Workflow model
Client files and context moving into prepared work and accountant review.
Research and product
My research asks how people make judgments from complicated information: what they notice, how they use context, and when they revise a decision.
MemwaMind brings that question into accounting, where client files, prior work, and professional judgment all matter.
I'm building it to keep that context close to the work and make review easier to follow.
I'm continuing to build MemwaMind alongside my research.
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