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Asset Audit Reconciliation

Conduct physical asset audits, reconcile with records, investigate discrepancies, and update inventory

Complexity: Complex | Duration: 30m+ | Category: Operations/Process

Tags: #audit #inventory-reconciliation #asset-verification #compliance #variance-analysis

Workflow Diagram​

Steps​

Step 1: Audit Planning​

Agent: audit

specialist - Define scope, locations, and audit team

Step 2: Report Generation​

Agent: asset

manager - Export expected inventory from system

Step 3: Physical Count​

Agent: inventory

specialist - Scan/count all assets in scope with handheld devices

Step 4: Variance Analysis​

Agent: data

analyst - Compare physical count to system records

Step 5: Discrepancy Investigation​

Agent: asset

manager - Research missing, unrecorded, or misplaced assets

Step 6: Location Updates​

Agent: inventory

specialist - Correct location data for found assets

Step 7: Write​

Agent: Off Processing

financial-analyst - Process write-offs for missing assets

Step 8: New Asset Recording​

Agent: asset

manager - Add previously unrecorded assets

Step 9: Root Cause Analysis​

Agent: audit

specialist - Identify process gaps causing discrepancies

Step 10: Process Improvement​

Agent: process

optimizer - Implement controls to prevent future issues

Usage​

To execute this workflow:

/workflow operations/process/asset-audit-reconciliation.workflow

See other workflows in this category for related automation patterns.