reconciliation

reconciliation is a Bookkeeping & accounting skill for AI agents, published by JoelLewis in the finance_skills repository on GitHub. Skillspace rates reconciliation C (74/100) and it passed the safety scan; the rating is based on static analysis only.

Design and operate reconciliation processes across portfolio management, custodian, and clearing systems. Use when building a daily position, cash, or transaction reconciliation process, investigating discrepancies between internal records and custodian records, diagnosing recurring break patterns from corporate actions or pricing differences, setting tolerance thresholds for position, cash, or market value matching, implementing three-way reconciliation, designing break investigation workflows with aging and escalation, normalizing multi-custodian feeds from Schwab, Fidelity, or Pershing, reconciling cost basis or accrued income, or preparing for examinations on books and records accuracy.

Grade

C

Quality

74 / 100

Safety

Passed

GitHub stars

151

Unproven: rated by static analysis only, not yet compared head-to-head.

Not launch-quality. It is graded C with a clean safety verdict, but our quality filters exclude it: it is a near-duplicate variant of another skill. So it is not in our launch-quality set, the skills our MCP server searches and recommends. How launch-quality is decided

This rating describes the version of the repository we crawled; it may have changed since, so go by its current files.

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