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2 posts tagged with "Reconciliation"

Matching, reconciling, and flagging financial records with agents.

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Clearing a bank statement: what to automate, what to flag

· 2 min read
Vivek Gudapuri
Building Distri in public

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.

An agent that reconciles two ledgers, and shows its work

· 2 min read
Vivek Gudapuri
Building Distri in public

Reconciliation is the kind of work agents are actually good at: mechanical, high-volume, and easy to get subtly wrong. The trick is not just doing the match, it's making the result legible, so a human can trust it in ten seconds.

Here's a recorded run against a real grid: an internal ledger and an external export, matched by reference, with every disagreement called out.