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Data Reconcile

Agent skill
1 skill

Reconcile any two record sets (A vs B) and triage the discrepancies — match line-by-line on a shared key, or heuristically on amount + date, then classify every unreconciled item (category, materiality, probable cause, suggested action) into a reconciliation working paper (.xlsx). Use whenever the user wants to "reconcile A to B", "reconcile the bank to the ledger", "reconcile the invoice tracker to the accounts", "tie out", "match these two lists/exports", "find the differences between", "what doesn't match", "reconciliation working paper", or "discrepancy triage". Ships presets for common recurring reconciliations (invoice tracker vs accounting records, bank vs cashbook, fund administrator vs internal records, payments/PRF vs bank); generic for anything else. Deterministic and computed locally — it never force-fits a match and never posts an adjustment; it produces a working paper for finance to review and sign off. NOT budget/variance analysis, and NOT deal/asset analysis (that is out of scope).

Install with
Claude CodeCodexCursorGitHub CopilotGemini CLI

Supported by the Atlas install prompt. Skill-specific requirements vary.

Skill stats

Skills1CategoryGeneralStars0

About this skill

Reconcile any two record sets (A vs B) and triage the discrepancies — match line-by-line on a shared key, or heuristically on amount + date, then classify every unreconciled item (category, materiality, probable cause, suggested action) into a reconciliation working paper (.xlsx). Use whenever the user wants to "reconcile A to B", "reconcile the bank to the ledger", "reconcile the invoice tracker to the accounts", "tie out", "match these two lists/exports", "find the differences between", "what doesn't match", "reconciliation working paper", or "discrepancy triage". Ships presets for common recurring reconciliations (invoice tracker vs accounting records, bank vs cashbook, fund administrator vs internal records, payments/PRF vs bank); generic for anything else. Deterministic and computed locally — it never force-fits a match and never posts an adjustment; it produces a working paper for finance to review and sign off. NOT budget/variance analysis, and NOT deal/asset analysis (that is out of scope).

Quick start

  1. Copy the install prompt. Use the green button above this README.
  2. Send it to your agent. Paste it into your coding agent’s chat and send.
  3. Review the setup. Your agent checks the skill’s instructions, requirements, and installation scope.
Review, license & listing details
Review the source before using this skill

This is an imported listing. We haven’t certified its safety, license, or compatibility. Skills may include executable scripts.

Automated security scan: Partial

Only SKILL.md was scanned. Supporting files and scripts were not checked. No safety grade has been assigned.

0 potential findings · Scanned 11/4/2026 · Scanner 0.2.1

Content SHA-256: 46e99d32d28d46fc3d082662e02cfe14efe234505768e2852d38627860ba536a

About scan coverage and limitations

About this listing

Category
General
Reported license
Apache-2.0
Listing language (estimated)
English
Review status
Not individually reviewed
Agent compatibility
Atlas installation supports Claude Code, Codex, and Cursor. Skill-specific dependencies and features are checked during setup.
Data Reconcile | Agent Skills Atlas