Skills
.Work. You
Rest

bank-reconciliation

Community

Automate bank reconciliations and resolve issues

Finance & Accounting#plaid#multi-account#audit-logging#bank-reconciliation#discrepancy-detection#transaction-matching#csv-import
AuthorAlexi5000
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Automates reconciliation of bank transactions with book records to identify and resolve discrepancies.

Core Features & Use Cases

  • Deterministic matching: exact date and amount matches to quickly reconcile.
  • Fuzzy matching & review: suggests near-matches for manual review to reduce false negatives.
  • Discrepancy detection & resolution: flags missing or mismatched items and guides investigation.
  • Outstanding items & reports: tracks checks in transit and deposits in transit; generates reconciliation reports.

Quick Start

Start a month-end bank reconciliation for a chosen account and review the recommended matches.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: bank-reconciliation
Download link: https://github.com/Alexi5000/ClawKeeper/archive/main.zip#bank-reconciliation

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
View Source Repository

Agent Skills Search Helper

Install a tiny helper to your Agent, search and equip skill from 223,000+ vetted skills library on demand.