Major project
Banking & Fintech
Bank reconciliation agent
An agent that matches bank statement lines to the books, explains differences and drafts journal entries for approval.
The brief
Month-end reconciliation takes accountants days. Build an agent that reads a bank statement and a cash book, matches lines, explains what is left (timing differences, charges, errors), and drafts correcting journal entries that a human approves. Good looks like: matching accuracy on 1,000 lines, no entry posted without approval, and a trail of every decision.
What you will build
- Generate bank and book records with known differences
- Match with rules and then fuzzy matching
- Let an LLM propose reasons for unmatched lines using tools
- Draft journal entries
- Add an approval step and an audit trail
- Measure accuracy, time saved and unsafe actions blocked
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