Clearing a bank statement: what to automate, what to flag
The hard judgement in bank reconciliation isn't matching, it's knowing what to leave alone. A one-cent difference is card-processor rounding; a fifty-dollar difference is a question for a human. A good agent draws that line consistently and shows you only what deserves attention.
This recorded run works a real statement grid: it categorises the lines that are missing a category, and flags the amounts that are genuinely off, without touching the rest.
