Reconciliation
Financeby anthropics
3/3 audits passApache-2.0
Reconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data.
Reconciliation, from the anthropics knowledge-work-plugins finance plugin (Apache-2.0), gives an agent the methodology for account reconciliation. It covers three types: GL-to-subledger (AR, AP, fixed assets, inventory, prepaids, accruals), bank reconciliation in a standard adjusted-bank versus adjusted-GL format, and intercompany reconciliation so entity pairs net to zero on consolidation. For each it lists the process steps and the usual causes of differences, such as manual entries missing from the subledger, batch timing or different FX rates between entities.
Reconciling items are sorted into three categories: timing differences that will clear, adjustments that need a journal entry, and items requiring investigation. The skill adds an aging analysis (0-30, 31-60, 61-90 and 90+ day buckets), example escalation thresholds, trending checks for growing or recurring items, and best practices on timeliness, documentation and segregation of duties. It is for accountants and finance teams at close. It states it does not provide financial advice, and its dollar thresholds are illustrative examples to be set per organisation.
Imported into BusinessMCP it becomes a playbook the AI business analyst can apply when comparing Stripe revenue or a connected database against your ledger exports.
What you can do with it
- Prepare a bank reconciliation with deposits in transit and outstanding checks
- Categorise reconciling items as timing, adjustment or investigate
- Age open items into 30/60/90-day buckets for escalation
- Check intercompany balances net to zero before consolidation
Run it on your business data
Imported into BusinessMCP, Reconciliation becomes a playbook your AI business analyst applies to your Stripe revenue and connected databases.
Use Reconciliation in BusinessMCPInstall it in a coding agent
One command adds Reconciliation to your project.
npx skills add https://github.com/anthropics/knowledge-work-plugins --skill reconciliationHow we vetted it
- Source
- anthropics/knowledge-work-plugins at da38ec1
- Licence
- Apache-2.0
- Security audits (skills.sh)
- Gen Agent Trust Hub: Pass · Socket: Pass · Snyk: Pass
- Bundled scripts
- None, instructions only
Checked 2026-09-25 against its skills.sh listing. How we vet skills
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Frequently asked questions
How do I install Reconciliation?
Run `npx skills add anthropics/knowledge-work-plugins --skill reconciliation` to add it to a Claude Code or other skills-compatible agent. You can also import it from the BusinessMCP dashboard, where it becomes a playbook in your workspace.
Which reconciliation types does it cover?
GL-to-subledger, bank and intercompany reconciliations, plus categorisation of reconciling items, aging analysis and escalation thresholds.
Are the escalation thresholds fixed?
No. The skill labels its thresholds as illustrative examples and says to set them based on your organisation's materiality and risk appetite.
Run Reconciliation against your whole business
Free plan, no credit card.
Use Reconciliation in BusinessMCP