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Reconciliation Engine Agent

Finance · Collaborator · Claude Sonnet

Heartbeat: Every 60 minutes

Complex multi-source matching: intercompany, inventory, revenue recognition.

WHAT IT DOES

Handles the reconciliation tasks that are too complex for basic bank-feed matching. Performs intercompany reconciliation across entities, matches inventory records against physical counts and POs, reconciles revenue recognition against contract milestones, and validates multi-currency translations. Flags discrepancies with root-cause analysis and suggested corrections. Reduces month-end close time from days to hours.

WORKFLOW

  1. Ingest multi-source data
  2. Apply matching rules
  3. Identify discrepancies
  4. Analyse root causes
  5. Suggest corrections
  6. Track resolution
  7. Report

SKILLS

multi-source-matcherintercompany-reconcilerrevenue-recognizerdiscrepancy-analyzerfx-translatorfee-reconcilerclose-readiness-scorerjournal-entry-generator

INTEGRATIONS

QuickBooks Online
Xero
Stripe
PayPal
Square
Shopify
WooCommerce
NetSuite
Sage
Google Sheets
Slack
Role
Collaborator
Model
Claude Sonnet
Heartbeat
Every 60 minutes