# sophonfinance-wq/finance-automation-portfolio architecture

> Architecture diagram of the GitHub repository sophonfinance-wq/finance-automation-portfolio, generated by GitDiagram from its file tree, README and a sample of source files (last updated 2026-09-27). It is an AI-made overview: check details against the source.

- Interactive diagram: https://gitdiagram.com/sophonfinance-wq/finance-automation-portfolio
- Repository: https://github.com/sophonfinance-wq/finance-automation-portfolio

## Overview

Sophon Finance Systems is a portfolio of self-contained finance and tax automation tools, not one application. The documented common workflow is seeded fictional inputs, deterministic calculation, cited evidence, read-only validation, and a human verdict; some systems add drift remediation and re-verification. The graph preserves the README’s major product branches. README documentation supports the shared workflow, while the sampled source excerpts mainly show individual control engines, so uncertain implementation-level links are omitted.

Main entry points: [`monthly-close-automation/close_engine`](https://github.com/sophonfinance-wq/finance-automation-portfolio/tree/main/monthly-close-automation/close_engine) (Month-End Close), [`monthly-close-automation/close_engine/sentinel`](https://github.com/sophonfinance-wq/finance-automation-portfolio/tree/main/monthly-close-automation/close_engine/sentinel) (Close Sentinel), [`tax-surplus-engine/surplus_engine`](https://github.com/sophonfinance-wq/finance-automation-portfolio/tree/main/tax-surplus-engine/surplus_engine) (Cross-Border Tax Surplus), [`ai-validation-framework/triangulate`](https://github.com/sophonfinance-wq/finance-automation-portfolio/tree/main/ai-validation-framework/triangulate) (Triangulate Review)

## Diagram (Mermaid)

```mermaid
flowchart TD

subgraph group_finance_ops["Finance Operations"]
  node_close["Month-End Close"]
  node_close_controls["Close Sentinel"]
  node_cash_recon["Cash And Debt Reconciliation"]
  node_cash_management["Cash Management Controls"]
  node_accounts_payable["Accounts Payable"]
end

subgraph group_tax_reporting["Tax And Reporting"]
  node_partnership_tax["Partnership Tax"]
  node_surplus_tax["Cross-Border Tax Surplus"]
  node_investor_reporting["Investor Reporting"]
end

subgraph group_validation["Validation And Intelligence"]
  node_workpaper_build["Workpaper Validation"]
  node_triangulate["Triangulate Review"]
  node_knowledge_brain["Knowledge Brain"]
  node_finance_atlas["Finance Operations Atlas<br/>[atlas_data.py]"]
end

subgraph group_shared_flow["Shared Workflow"]
  node_seeded_data["Seeded Data"]
  node_deterministic_engine["Calculation Engine"]
  node_cited_evidence["Cited Evidence"]
  node_read_only_validation["Read-Only Validation"]
  node_human_verdict(("Human Verdict"))
end

node_operator(("Finance Operator"))

node_operator -->|"provides inputs"| node_seeded_data
node_seeded_data -->|"feeds calculations"| node_deterministic_engine
node_deterministic_engine -->|"produces evidence"| node_cited_evidence
node_cited_evidence -->|"supports checks"| node_read_only_validation
node_read_only_validation -->|"informs sign-off"| node_human_verdict
node_operator -->|"runs close"| node_close
node_operator -->|"runs reconciliation"| node_cash_recon
node_operator -->|"runs controls"| node_cash_management
node_operator -->|"runs controls"| node_accounts_payable
node_operator -->|"runs tax system"| node_partnership_tax
node_operator -->|"runs tax system"| node_surplus_tax
node_operator -->|"runs reporting"| node_investor_reporting
node_operator -->|"runs validation"| node_workpaper_build
node_operator -->|"starts review"| node_triangulate
node_operator -->|"runs knowledge tool"| node_knowledge_brain
node_operator -->|"opens atlas"| node_finance_atlas
node_close -->|"checks close"| node_close_controls
node_close_controls -->|"remediates and rechecks"| node_close
node_surplus_tax -->|"requires human gate"| node_human_verdict
node_triangulate -->|"gates sign-off"| node_human_verdict

click node_close "https://github.com/sophonfinance-wq/finance-automation-portfolio/tree/main/monthly-close-automation/close_engine"
click node_close_controls "https://github.com/sophonfinance-wq/finance-automation-portfolio/tree/main/monthly-close-automation/close_engine/sentinel"
click node_cash_recon "https://github.com/sophonfinance-wq/finance-automation-portfolio/tree/main/cash-reconciliation/recon_engine"
click node_cash_management "https://github.com/sophonfinance-wq/finance-automation-portfolio/tree/main/cash-management/cash_engine"
click node_accounts_payable "https://github.com/sophonfinance-wq/finance-automation-portfolio/tree/main/accounts-payable-automation/ap_engine"
click node_partnership_tax "https://github.com/sophonfinance-wq/finance-automation-portfolio/tree/main/partnership-1065-automation/partnership_tax"
click node_surplus_tax "https://github.com/sophonfinance-wq/finance-automation-portfolio/tree/main/tax-surplus-engine/surplus_engine"
click node_investor_reporting "https://github.com/sophonfinance-wq/finance-automation-portfolio/tree/main/investor-reporting-automation/investor_engine"
click node_workpaper_build "https://github.com/sophonfinance-wq/finance-automation-portfolio/tree/main/workpaper-build-automation/workpaper_engine"
click node_triangulate "https://github.com/sophonfinance-wq/finance-automation-portfolio/tree/main/ai-validation-framework/triangulate"
click node_knowledge_brain "https://github.com/sophonfinance-wq/finance-automation-portfolio/tree/main/knowledge-brain-engine/brain_engine"
click node_finance_atlas "https://github.com/sophonfinance-wq/finance-automation-portfolio/blob/main/finance-atlas/atlas_data.py"

classDef toneNeutral fill:#f8fafc,stroke:#334155,stroke-width:1.5px,color:#0f172a
classDef toneBlue fill:#dbeafe,stroke:#2563eb,stroke-width:1.5px,color:#172554
classDef toneAmber fill:#fef3c7,stroke:#d97706,stroke-width:1.5px,color:#78350f
classDef toneMint fill:#dcfce7,stroke:#16a34a,stroke-width:1.5px,color:#14532d
classDef toneRose fill:#ffe4e6,stroke:#e11d48,stroke-width:1.5px,color:#881337
classDef toneIndigo fill:#e0e7ff,stroke:#4f46e5,stroke-width:1.5px,color:#312e81
classDef toneTeal fill:#ccfbf1,stroke:#0f766e,stroke-width:1.5px,color:#134e4a
class node_close,node_close_controls,node_cash_recon,node_cash_management,node_accounts_payable toneBlue
class node_partnership_tax,node_surplus_tax,node_investor_reporting toneAmber
class node_workpaper_build,node_triangulate,node_knowledge_brain,node_finance_atlas toneMint
class node_seeded_data,node_deterministic_engine,node_cited_evidence,node_read_only_validation,node_human_verdict toneRose
class node_operator toneIndigo
```

## Components

### Finance Operations

- [Month-End Close](https://github.com/sophonfinance-wq/finance-automation-portfolio/tree/main/monthly-close-automation/close_engine): `monthly-close-automation/close_engine`
- [Close Sentinel](https://github.com/sophonfinance-wq/finance-automation-portfolio/tree/main/monthly-close-automation/close_engine/sentinel): `monthly-close-automation/close_engine/sentinel`
- [Cash And Debt Reconciliation](https://github.com/sophonfinance-wq/finance-automation-portfolio/tree/main/cash-reconciliation/recon_engine): `cash-reconciliation/recon_engine`
- [Cash Management Controls](https://github.com/sophonfinance-wq/finance-automation-portfolio/tree/main/cash-management/cash_engine): `cash-management/cash_engine`
- [Accounts Payable](https://github.com/sophonfinance-wq/finance-automation-portfolio/tree/main/accounts-payable-automation/ap_engine): `accounts-payable-automation/ap_engine`

### Tax And Reporting

- [Partnership Tax](https://github.com/sophonfinance-wq/finance-automation-portfolio/tree/main/partnership-1065-automation/partnership_tax): `partnership-1065-automation/partnership_tax`
- [Cross-Border Tax Surplus](https://github.com/sophonfinance-wq/finance-automation-portfolio/tree/main/tax-surplus-engine/surplus_engine): `tax-surplus-engine/surplus_engine`
- [Investor Reporting](https://github.com/sophonfinance-wq/finance-automation-portfolio/tree/main/investor-reporting-automation/investor_engine): `investor-reporting-automation/investor_engine`

### Validation And Intelligence

- [Workpaper Validation](https://github.com/sophonfinance-wq/finance-automation-portfolio/tree/main/workpaper-build-automation/workpaper_engine): `workpaper-build-automation/workpaper_engine`
- [Triangulate Review](https://github.com/sophonfinance-wq/finance-automation-portfolio/tree/main/ai-validation-framework/triangulate): `ai-validation-framework/triangulate`
- [Knowledge Brain](https://github.com/sophonfinance-wq/finance-automation-portfolio/tree/main/knowledge-brain-engine/brain_engine): `knowledge-brain-engine/brain_engine`
- [Finance Operations Atlas](https://github.com/sophonfinance-wq/finance-automation-portfolio/blob/main/finance-atlas/atlas_data.py): `finance-atlas/atlas_data.py`

### Shared Workflow

- **Seeded Data**
- **Calculation Engine**
- **Cited Evidence**
- **Read-Only Validation**
- **Human Verdict**

### Other components

- **Finance Operator**

## Connections

- Finance Operator → Seeded Data: provides inputs
- Seeded Data → Calculation Engine: feeds calculations
- Calculation Engine → Cited Evidence: produces evidence
- Cited Evidence → Read-Only Validation: supports checks
- Read-Only Validation → Human Verdict: informs sign-off
- Finance Operator → Month-End Close: runs close
- Finance Operator → Cash And Debt Reconciliation: runs reconciliation
- Finance Operator → Cash Management Controls: runs controls
- Finance Operator → Accounts Payable: runs controls
- Finance Operator → Partnership Tax: runs tax system
- Finance Operator → Cross-Border Tax Surplus: runs tax system
- Finance Operator → Investor Reporting: runs reporting
- Finance Operator → Workpaper Validation: runs validation
- Finance Operator → Triangulate Review: starts review
- Finance Operator → Knowledge Brain: runs knowledge tool
- Finance Operator → Finance Operations Atlas: opens atlas
- Month-End Close → Close Sentinel: checks close
- Close Sentinel → Month-End Close: remediates and rechecks
- Cross-Border Tax Surplus → Human Verdict: requires human gate
- Triangulate Review → Human Verdict: gates sign-off