Which reconciliation types are supported?

The skill includes methodologies for Bank Reconciliations, GL-to-Subledger (AR, AP, Inventory, Fixed Assets), and Intercompany Reconciliations.

Does this skill provide professional financial advice?

No, this skill is a workflow assistant designed to help organize and analyze data. All reconciliations should be reviewed and signed off by a qualified financial professional.

Can this skill identify the cause of discrepancies?

Yes, it categorizes items into timing differences (like outstanding checks), adjustments required (like bank fees), or items requiring deeper investigation.

How does it help with stale items?

It incorporates an aging analysis framework that buckets items by duration (e.g., 30, 60, 90+ days) and suggests specific actions and escalation paths for overdue items.

Financial Reconciliation

Name: Financial Reconciliation
Author: anthropics

byanthropics

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8,000

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Productivity & Workflow

Streamlines account reconciliation by comparing general ledger balances against bank statements, subledgers, and intercompany data.

The Financial Reconciliation skill provides a robust framework for managing complex accounting workflows within Claude. It assists knowledge workers in performing bank-to-GL, subledger-to-GL, and intercompany reconciliations by applying standardized methodologies for item categorization and aging analysis. By identifying timing differences versus required adjustments, the skill helps maintain financial integrity, ensures adherence to escalation thresholds, and promotes best practices for month-end close processes and audit documentation.

Key Features

01Risk-based escalation framework based on materiality thresholds

02Automated categorization of reconciling items by type and action

03Intercompany balance verification and elimination workflows

04Aging analysis for tracking and resolving stale outstanding items

05Standardized templates for bank and GL-to-subledger matching

068,000 GitHub stars

Use Cases

01Performing monthly bank statement reconciliations against cash GL accounts

02Resolving intercompany discrepancies between related entities during consolidation

03Verifying accounts receivable and payable subledgers against control accounts

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add anthropics/knowledge-work-plugins reconciliation

For use in Claude.ai and ChatGPT

Download Skill