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cfo-conciliacao-cobranca-erp

Reconcile paid invoices between Asaas/Iugu and ERP receivables with tolerance matching.

1|Updated May 5, 2026
Search Tags:#automation#reconciliation#billing#data-integrity#payments#erp
One-click install
npx skills add https://github.com/MindOpsTeam/agente-cfo --skill cfo-conciliacao-cobranca-erp
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: cfo-conciliacao-cobranca-erp
Source: https://github.com/MindOpsTeam/agente-cfo/tree/main/skills/cfo-conciliacao-cobranca-erp
Command: npx skills add https://github.com/MindOpsTeam/agente-cfo --skill cfo-conciliacao-cobranca-erp

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve?

Ensures every payment recorded in external billing platforms (Asaas/Iugu) has a corresponding entry in the ERP, preventing receipts from slipping through the cracks.

Core Features & Use Cases

  • Reconcile payments between billing platforms and ERP receivables using amount and date matching with tolerance windows.
  • Identify and report divergences where payments exist in one system but not the other; supports period filtering and multiple output formats.
  • Ideal for daily reconciliation, month-end close, and exception investigations across finance data.

Quick Start

Run the reconciliation script for the last 30 days to identify mismatches between billing and ERP.

Frequently Asked Questions about cfo-conciliacao-cobranca-erp

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I reconcile payments between Asaas or Iugu and my ERP receivables?▼

Reconcile payments by reading paid invoices from billing platforms and ERP receivables, then comparing amounts and dates within defined tolerance windows to identify matched payments and unmatched records.

What is the best way to find unmatched payment records during a month-end close?▼

Finding unmatched records involves filtering reconciliation data by specific periods to report divergences where payments exist in the billing gateway but lack corresponding ERP receivables entries.

Can I use period filtering for daily reconciliation of billing and ERP data?▼

Period filtering supports both daily reconciliation and ad-hoc investigations across finance data, allowing you to define exact date ranges when comparing billing platform payments against ERP receivables.

Does payment reconciliation support structured JSON output for discrepancies?▼

Payment reconciliation supports multiple output formats, delivering structured JSON or readable summaries that report identified discrepancies between billing platforms and ERP receivables.

Why do I need tolerance windows when matching billing payments to ERP receivables?▼

Tolerance windows are needed to account for minor timing and amount variations, ensuring accurate matching of paid invoices from billing platforms with corresponding ERP receivables entries.

What are the limitations of automating payment reconciliation across billing platforms?▼

Limitations include relying on accurate data from both billing platforms and ERP systems, as the automation only identifies and reports discrepancies without modifying the underlying receivables records.

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