Audit sampling

Create a reproducible sample from a messy journal export.

Turn variable accounting journals into audit samples a reviewer can replay.

Give it a readable journal and sampling method. Get back a normalized population, selected sample, seed, filters and reading checks.

What it does

From mixed journals to a reviewable sample

Use it when a journal is readable but not standardized: good Excel, CSV, print-style Excel exported from PDF, or text PDF. Codex asks only for the few field choices that cannot be inferred safely.

input/
  journal.xlsx
  print_export_from_pdf.xlsx
  general_journal.pdf

out/
  inspection.json
  suggested_recipe.json
  normalized_journal.csv
  normalization_diagnostics.json
  sample/
    journal_sample.csv
    journal_sample.xlsx
    sampling_audit.json

Inputs

What it reads

Works with local files already available to the firm. OCR-only scanned PDFs are flagged for manual handling rather than treated as readable input.

Outputs

What it produces

The result is a reviewable work folder: recipe, normalized population, sample files, reading checks and review trail.

Sample selection you can replay

The inspection step proposes the accounting columns and asks only for essential unresolved choices: header row, account column, debit/credit convention or sample assumptions.

The resulting folder keeps extraction, normalization, filters, sample seed and exports visible, so a reviewer can repeat or challenge the selection.

Reading gaps stay visible instead of being hidden in the final sample.

Use

Create the sample from the work folder

Open the work folder, confirm the essential field choices and generate the sample package.

Prompts

Ready prompts

Start from one of these prompts and replace the folder path, language, method and sample size. Codex will ask before resolving essential ambiguities.

Installation

Install from Plugin Pack

Requires Codex desktop. One ZIP installs all Mparanza plugins.

Installation

Official page: Codex desktop.

Download ZIP

/Users/name/Documents/CodexPlugins/mp-codex-plugins

First use

In a Codex chat, provide the journal folder, language, sampling method and target size.

Use Journal Sampling on /path/input.
Language: en. Document language: auto.
Inspect the files, ask only for essential field ambiguities, then generate sample, reading checks and review trail.
Method: random. Size: 25.