GL Reconciliation Assistant
Turns month-end account reconciliations into an exceptions-only worklist — auto-matches the GL against bank feeds and subledgers and drafts the clearing entries.
“Run the accounts receivable reconciliation for May and flag invoices that don't match payment records”
Catches discrepancies in seconds instead of hours
“Pull all vendor payments over $10,000 from last month and verify they match approved purchase orders”
Automated AP audit that would otherwise take a full day
“Check which quarterly tax filings are due in the next 30 days and tell me what data I need to prepare”
Prevents missed deadlines and late filing penalties
Paste the prompt into Claude — it saves the agent, connects the tools it needs, and asks a few setup questions. Nothing runs on our servers.
Version history
Initial release.
6/15/2026
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