Banking & reconciliation · BK-02
Reconciliation Agent
Matches payment transactions to invoices across AP and AR using a six-pass matching pipeline.
01 / What it does
The job,
step by step.
Runs six passes: exact → reference → cross-reference → approximate FX → amount grouping → Haiku fuzzy match.
Reconciles both vendor (AP) and customer (AR) scopes, including employee reimbursements.
Resolves multi-currency variance with FX gain/loss journal entries.
Surfaces true exceptions to a human with the candidate matches already attached.
TRIGGER EVENTS
The agent does not run on its own. It wakes only when one of these events lands in the governed event queue.
CONTROL
Every action runs through validated workflows, permission checks, and the audit trail. The agent proposes; sensitive writes wait for human approval.
Related agents · Banking & reconciliation
Bank Transaction Processor
Classifies bank and card lines, resolves the counterparty, posts the GL entry, matches the line, and delegates anything it can't resolve.
Stripe Transaction Processor
Processed Stripe payout and balance activity — now superseded by the Bank Transaction Processor, which owns card and connector processing.
See it on your books
See Reconciliation Agent run
on your documents.
Every Artifi agent operates the same way: it listens for an event, works through governed tools, and writes only what a person approves — all inside Claude.
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