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Reconcile accounts: method and open items v1.0.0

Use this resource to reconcile a ledger account and classify the differences

New

  • 321 downloads
  • 170 likes
  • 248 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install account-reconciliation-methodology

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent compares balances, classifies each item as a timing difference, an adjustment or an investigation, and produces an aging report. A professional must validate the reconciliation before sign-off.

Mostly picked by

Updated November 2, 2026

Card for the “Reconcile accounts: method and open items” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

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What you get

  • SKILL.md: reconciliation types and reconciling-item categories
  • SKILL.md: aging and trending format

Good fit for

  • Your bank reconciliation does not balance
  • You must track open items that have been pending for months

Not for

    Tags

    • reconciliation
    • accounting
    • differences
    • ledger

    About

    You say

    “Reconcile the receivables account with the subledger and classify differences older than thirty days.”

    Card for the “Reconcile accounts: method and open items” skill

    Skill published by anthropics under the Apache-2.0 license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to reconcile a ledger account and classify the differences
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE11.5 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md8.1 KB

    Origin and licence

    Listed unmodified

    Author
    anthropics
    Source
    github.com/anthropics/knowledge-work-plugins/tree/2574e29377c7173d0cecffef29a6ecbd7f8ccb5d/finance/skills/reconciliation
    Licence
    Apache-2.0

    Notice

    « reconciliation » (anthropics, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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