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Banking & reconciliation

Reconciliation Agent

Hybrid agentfast (Haiku)Tested & active

Matches payment transactions to invoices across AP and AR using a six-pass matching pipeline.

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WHAT IT DOES
  • 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.

schedule.triggeredmanual.triggerbank_transaction_processor.completed
CONTROL

Every action runs through validated workflows, permission checks, and the audit trail. The agent proposes; sensitive writes wait for human approval.

See Reconciliation Agent run on your books.

Every Artifi agent operates the same way: it listens for an event, works through governed tools, and writes only what a human approves — all inside Claude.

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