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Reconcile Credit Card Statements Match card charges to your books. Find missing records and charges that may show up twice.
No card. No subscription. One short feedback email.
Expense controls
Use this when I want to match a credit card statement to my books and find charges that need review.
Main result A card balance check, matched item list, and missing record list
Inside this skill 7 guided parts, 6 outputs, and 3 work checks
Made for Finance and accounting What you get One full job. 7 guided parts. 6 useful outputs. Match card charges, credits, fees, and payments to accounting records, reconstruct the statement balance, and isolate unsupported activity for review.
7 Guided work parts6 Ready-to-use outputs3 Built-in work checks1 Optional file tool
What it will do Turn the facts you have into a clear work pack. Use when a business needs a controlled credit-card reconciliation from local statements and ledger exports.
Guide your agent through 7 linked parts of the job Use your business facts, rules, owners, and review steps Keep gaps, choices, and next steps easy to see What it will produce A complete work pack you can check and use. 01 Card reconciliation summary02 Charge, credit, fee, and payment match register03 Missing support and coding queue04 Duplicate and control exceptions05 Balance rollforward06 Reviewer signoff packetGuided agent skill Scoped steps keep this one business job on rails from start to finish.
Optional file tool Can help read and organize local finance files. It never changes your accounting system.
Review rules The skill shows missing facts and holds work for you to check.
Setup guide A START-HERE guide shows what is included and how to use it.
How the work runs Bring your facts. Get a full work pack you can check. The skill helps your agent ask for the right facts, do the work in order, and show you a result you can check.
01 Bring what you have The skill checks your facts and tells you what is missing.
02 Follow a clear path Your agent works through the job in the same clear order.
03 Check the work You get a clear result and a list of things that need you.
What to have ready Use the business facts you already have. Card statement and transaction export Ledger or accounting transaction export Receipt and payment evidence when available Account, period, currency, coding, and materiality rules What gets checked 3 work checks are built in. Charges and credits preserve source signs and evidence. Potential duplicates remain review findings rather than deletion instructions. Payments, accounting updates, and final coding remain human-controlled. ✓ You stay in control. The skill works from copies of your files. It shows gaps and gets work ready for you to check. It never posts entries, moves money, files taxes, or changes your books.
Simple first request “I want to match a credit card statement to my books and find charges that need review.” The skill will ask for the next fact or file. You do not need to know a special command.
When one skill proves useful Build an agent skill pack for your business. Choose up to 20 business jobs. We make each skill fit the same business. Your team can use the pack again and again.
One-time $49 purchase Up to 20 agent skills Made for the same business Questions
Know what happens before you begin. Is Reconcile Credit Card Statements really free? Yes. You can make and download one beta skill per email. No card or plan is needed. We ask to send one feedback email after you try it.
What should I have ready? Start with card statement and transaction export, ledger or accounting transaction export, receipt and payment evidence when available, account, period, currency, coding, and materiality rules. Use copies of your files and remove private information you do not need for the job.
Will the skill take action by itself? The skill works from copies of your files. It shows gaps and gets work ready for you to check. It never posts entries, moves money, files taxes, or changes your books.
What is the ZIP file? A ZIP is a way to send the agent skill in one file. Opening it does not install or run anything. An optional helper tool runs only when you choose to run it.
What if I need more than one agent skill? The Personalized AI Skill Pack gives you up to 20 agent skills for the same business. It costs $49 one time.
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