Soma · Paid pilot

Process flows and workpaper drafts

Describe process flows in Excel and connect RCMs, samples, and evidence to draft workpapers.

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Installer and pilot availability are confirmed before work begins.

From Excel tables to editable documents

  1. 01

    Get the template

    Save Soma's Excel authoring template as a new file.

  2. 02

    Draft in Excel

    Enter process details, steps, relationships, risks, and controls.

  3. 03

    Validate and preview

    Import the completed workbook to check relationships and lay out the flowchart automatically.

  4. 04

    Save the document

    Save the flowchart, process descriptions, and risks and controls as a PPTX. PDF and XLSX are also available.

Generated results remain unapproved drafts until a person confirms them.

Excel template and export formats
01_기본정보
Process · Owner · Period
10_업무단계
Step · Role · Frequency · Inputs and outputs
20_연결관계
Branches · Exceptions · Returns
30_위험통제
Risks · Controls · Evidence

Flowchart · Process descriptions · Risks and controls

  • PPTX · Default · Editable
  • PDF · Print and share
  • XLSX · Compatibility export

Document evaluations and reconciliations

Design and operating-effectiveness workpapers

Connect existing RCMs, workpaper templates, samples, and evidence to create design- and operating-effectiveness workpaper drafts in XLSX.

Fluctuation-analysis workpaper

Code calculates current-versus-prior-period changes and threshold exceptions, while reasons and unresolved items remain separately identified.

Three-way reconciliation workpaper

Compare amounts across the reconciliation schedule, audit workpapers, and audit report, then create an XLSX that distinguishes matches, differences, and missing items.

RCM drafting pilot →Reconciliation drafting pilot →Workpaper drafting pilot →

New RCM drafting is a development goal. Confirm the available scope before starting a pilot.

Design and operating effectiveness guide →Soma pilot scope →

Data processing and review

Soma uses only AI models operated by Propsol or in your environment. Requests are not sent to public AI services.

Customer servers and internal networks are the preferred deployment options for enterprises.

Processing location, operational retention, and training participation are explained separately. Training participation is OFF by default.

Code validates structure and amounts. People resolve exceptions and approve the final judgment.

How data is handled →

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Installers are available for Windows and Linux. Discuss the scope and license for your pilot.

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Development/Provision PROPSOLUTION Corp.Official file host: soma-dl.u-6.xyz