Reconcile bank transactions against PDF statements and generate HTML reports.
npx skills add https://github.com/zachy/accounting --skill reconcile-zachy
Please help me install this Agent Skill. Skill: reconcile Source: https://github.com/zachy/accounting/tree/main/.claude/skills/reconcile Command: npx skills add https://github.com/zachy/accounting --skill reconcile-zachy
Reconcile bank statements against PDFs for a given year/quarter, surfacing missing documents, cross-referencing transactions, auditing accounting folders, and producing a structured reconciliation.
Run a reconciliation for the target quarter/folder (e.g., 2025 Q4) to reconcile bank statements with PDFs and generate a report.
High-intent search queries and answers about installing and using this skill.
Bank reconciliation against PDFs is automated by reading bank statements, extracting transactions, and matching them by variable symbol, amount, and date proximity to PDFs stored in the same folder.
The best way to match transactions with invoices is to process the quarterly folder, extract data from bank statement PDFs, and cross-reference transactions using variable symbols and amounts to flag missing documents.
To find missing PDFs during a financial audit, run an automated reconciliation over the target quarter to surface unmatched transactions and generate an HTML report detailing missing documents and extra files.
Yes, automated reconciliation handles quarterly folders by processing bank statements and applying cross-quarter handling to track items that span multiple periods, ensuring accurate accounting across different folders.
Invoice matching handles extra documents and cross-quarter transactions by tracking unmatched files separately, applying cross-quarter logic, and detailing these exceptions in the final HTML reconciliation report.
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