Accounts Reconciler
- 211 installs
- 8 repo stars
- Updated January 22, 2026
- jmsktm/claude-settings
Reconcile bank, processor, and ledger accounts by matching transactions, surfacing discrepancies, and producing adjustment-ready summaries for monthly close.
About
Structured workflow for reconciling accounts across banks, payment processors, and internal ledgers, helping operators find unmatched entries, classify differences, and document fixes suitable for bookkeepers and founders managing monthly close.
- transaction matching
- discrepancy triage
- multi-source ledgers
- close-ready summaries
- adjustment guidance
Accounts Reconciler by the numbers
- 211 all-time installs (skills.sh)
- Ranked #449 of 1,106 Finance & Trading skills by installs in the Skillselion catalog
- Data as of Aug 2, 2026 (Skillselion catalog sync)
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| Installs | 211 |
|---|---|
| repo stars | ★ 8 |
| Last updated | January 22, 2026 |
| Repository | jmsktm/claude-settings ↗ |
What it does
Reconcile bank, processor, and ledger accounts by matching transactions, surfacing discrepancies, and producing adjustment-ready summaries for monthly close.
Files
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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