reconciliation
Reconcile accounts by comparing GL balances to subledgers, bank statements
by anthropicsFree
Description
Reconciliation is an agent skill that explains and runs the methods for reconciling accounts, meaning checking a general ledger balance against an independent source. It covers three main kinds: general ledger to subledger, bank reconciliation, and intercompany reconciliation, as well as comparing balances with third-party data. For subledger work it lists common pairings, such as accounts receivable against the AR aging, accounts payable against the AP aging, fixed assets against the asset register, inventory against the valuation report, prepaid expenses against the amortization schedule and accrued liabilities against the accrual detail. The skill also describes how to categorize reconciling items, run aging analysis and escalate what cannot be cleared. It states plainly that it assists with reconciliation workflows but does not give financial advice, and that qualified finance professionals should review each reconciliation before sign-off. It is part of Anthropic's knowledge-work plugins.…
Highlights
- General ledger to subledger reconciliation for common accounts
- Bank and intercompany reconciliation methods
- Categorizes reconciling items and runs aging analysis
- Describes when to escalate unexplained differences
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reconciliation FAQ
What does the reconciliation skill cover?
Methods for matching a general ledger balance to subledgers, bank statements or third-party data, including categorizing reconciling items and aging them.
Which accounts does it give examples for?
Accounts receivable, accounts payable, fixed assets, inventory, prepaid expenses and accrued liabilities, each paired with the schedule or report it should be checked against.
Is it financial or legal advice?
No. The skill says it supports reconciliation workflows only and that qualified finance professionals should review every reconciliation before sign-off.
Who is it for?
Bookkeepers, accountants and finance teams that close the books each month and need a consistent reconciliation method.
How do I install it?
Run npx skills add https://github.com/anthropics/knowledge-work-plugins --skill reconciliation in your terminal.
Is it free?
Yes. The skill is listed as free on skills.sh.
What security audits has it passed?
skills.sh lists three audits: Gen Agent Trust Hub Pass, Socket Pass and Snyk Pass.
What are the best reconciliation alternatives?
Popular alternatives to reconciliation include gl-recon, close-month and journal-entry. See all reconciliation alternatives