Payment Reconciliation
Reconciles recorded payments against bank transactions and flags mismatches.
Trigger: Invoked from the AI assistant chat, a docket action, or any workflow step.
Every step, in plain English
This is the exact flow that runs — no black box. Edit any step after you install it.
- 1Invoke skillTrigger
Triggered from chat, a docket action, or a workflow step — with the entity context attached.
- 2ReconcileAI
AI matches ledger entries to bank activity and surfaces discrepancies.
- 3Flag mismatchesEnd
Returns reconciled items and anything that doesn’t match.
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Run “Payment Reconciliation” on your business
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