Finance · Skill
Reconciliation
Reconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data. Use when performing bank reconciliations, GL-to-subledger recs, intercompany reconciliations, or identifying and categorizing reconciling items.
Open in PhởWhat the skill covers
The sections of its instructions, in order.
- 01 Reconciliation Types
- GL to Subledger Reconciliation
- Bank Reconciliation
- Intercompany Reconciliation
- 02 Reconciling Item Categorization
- Category 1: Timing Differences
- Category 2: Adjustments Required
- Category 3: Requires Investigation
- 03 Aging Analysis for Outstanding Items
- Aging Report Format
- Trending
- 04 Escalation Thresholds
- 05 Reconciliation Best Practices
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Frequently asked questions
What does Reconciliation do?
Reconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data. Use when performing bank reconciliations, GL-to-subledger recs, intercompany reconciliations, or identifying and categorizing reconciling items.
Is Reconciliation free to use?
Yes. Reconciliation is published by Anthropic under the Apache 2.0 licence, and you can use it with a free Phở account.
How do I use Reconciliation in Phở?
Press Open in Phở, then Try to apply it to your next message, or add the Finance set so Phở loads it whenever a request matches.
Does Reconciliation need other tools?
No. It works in a normal Phở chat with what you type or upload.
Copied unchanged from anthropics/knowledge-work-plugins at commit d900840 and credited to Anthropic, who is not affiliated with Phở. The full instructions and licence text ship with the skill inside Phở.