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List the entities (companies) this credential can work with.

Create a new entity (company) in the organization.

Stage a Trial Balance spreadsheet (xlsx or csv, max 4 MB) for an entity by INLINING its bytes as base64.

Read an upload session: status, detected header row and columns, the confirmed mapping (if any), and the stored validation outcome.

Correct the detected header row of a staged upload (1-based).

Confirm the column→field mapping for a staged upload and run validation.

Commit a validated upload into the entity’s books.

List the reporting periods a Schedule III statement can be prepared for (periods with a live Trial Balance).

THE state tool: grouping progress, every required capture answer, generated/finalised versions, finalisation blockers, and bounded per-version control summaries.

List ungrouped accounts with DETERMINISTIC grouping suggestions (curated rules + name/group-path matching — no AI is involved; Datavrn never applies a suggestion itself).

Persist USER-approved account→line groupings.

Save one balanced adjustment journal entry (debits = credits) as an atomic whole entry.

Override the prior-year comparative for one or more statement lines with an audited figure.

Save fixed-asset movements (additions, deletions, depreciation charge, depreciation on deletions) per gross-block line for the PPE schedule.

Upsert provision movements (additions, amounts utilised) per provision line.

Upsert reserves/equity movements (transfers in/out, dividends, other changes) per reserves line.

Save the share-capital note details (authorised/issued/subscribed shares and values, movements).

Save statement settings (rounding unit, signatory details, company information used on the statement face).

Save the notes/disclosures text sections the user provides for the statement.

Queue the Schedule III workbook build (returns a job_id to poll with get_job — the build runs as a background job).

Poll a background job by id until status is succeeded or failed.

List the frozen Schedule III workbook versions for an entity (newest first), including each version’s period, template, and unclassified count at build time.

Mint a short-lived signed URL for a frozen workbook version (the Excel file).

Mint a single-use, login-free upload link so YOUR USER can give Datavrn a file directly from their browser — the file never passes through you, so it cannot truncate or corrupt.

Check an upload link's state: pending (the user has not uploaded yet), uploaded (returns the upload_id — continue with get_upload), or expired (mint a fresh link with create_upload_link).

Read a generated Schedule III statement's figures: the balance-sheet and profit-and-loss faces, current-year and previous-year balance-sheet tie verdicts separately (a null verdict means UNKNOWN, never a pass: either no comparative was captured, or the version predates per-column balance recording), the unclassified count, and the notes listed by number.

Read the line-by-line breakdown of a generated statement's notes — every line's current and prior-year amount, and the note total.

Read the SOURCE DATA behind a statement: the trial-balance rows (account name, debit, credit) as landed for a period, BEFORE grouping — the pre-statement numbers, not statement figures.

Answer "what's left to do?

MANAGEMENT data class.

MANAGEMENT data class.

MANAGEMENT data class.

MANAGEMENT data class.

MANAGEMENT data class.

MANAGEMENT data class.

MANAGEMENT data class.

List the cost centres for an entity.

Create one cost centre for an entity after showing the user the exact name, kind, parent, effective date, and reason.

List the profit centres for an entity.

Create one profit centre for an entity after showing the user the exact name, optional parent, and description.

Review account-to-cost-centre mapping status and deterministic suggestions for an entity.

Persist only the explicit account-to-centre decisions the user approved.

Review reporting-line classification status and deterministic suggestions for an entity and reporting period.

Persist only the explicit reporting-line decisions the user approved.

Answer "how do I get started?

Confirm the Datavrn connection is working and report what it can do.

Get the Datavrn agent guide: how connecting works (OAuth and API key), what an assistant can do, how reading a statement as data works, and the guarantees and limits — plus the current list of tools.