@jmsktm/accounts-reconciler

@jmsktm/accounts-reconciler — AI coding skill

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SKILL.md
nameAccounts Reconciler
slugaccounts-reconciler
descriptionAutomate account reconciliation by matching transactions, identifying discrepancies, and generating variance reports
categorybusiness
complexityintermediate
version1.0.0
authorID8Labs
triggersreconcile accounts, match transactions, find discrepancies
tagsaccounting, reconciliation, finance

Accounts Reconciler

Streamline account reconciliation by automatically matching transactions across multiple sources, identifying discrepancies, and generating variance reports. Eliminates hours of manual spreadsheet work.

Core Workflows

Workflow 1: Bank Statement Reconciliation

  1. Import Data - Load bank statement and internal ledger
  2. Auto-Match - Match transactions by amount, date, reference
  3. Flag Exceptions - Identify unmatched items
  4. Document Adjustments - Record journal entries
  5. Generate Report - Create reconciliation summary

Workflow 2: AR/AP Reconciliation

  1. Pull Aging - Extract receivables/payables by customer/vendor
  2. Match Payments - Link payments to invoices
  3. Identify Unapplied - Find payments without matching invoices
  4. Generate Statements - Create statements for resolution

Quick Reference

Action Command
Reconcile bank "Reconcile [account] for [period]"
Find mismatches "Show unmatched transactions"
Variance report "Generate variance report"

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