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Agent skill

Reconciliation

by WellApp-ai in WellApp-ai/Well

Match bank transactions to invoices and surface unpaid / unmatched items in a Well workspace.

MITAuto-check passedBusiness, Finance & HR

Install Reconciliation

skills CLI
$ npx skills add WellApp-ai/Well --skill reconciliation -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install WellApp-ai/Well reconciliation --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/WellApp-ai/Well.git skills-src && mkdir -p .claude/skills && cp -r skills-src/plugins/well/skills/reconciliation .claude/skills/reconciliation && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
reconciliation
GitHub stars
345
Token cost
~511 tokens
SKILL.md length
232 words
Files
1
Skills in repo
36
Repo updated
First seen
Licence
MIT

At a glance

Match bank transactions to invoices and surface unpaid / unmatched items in a Well workspace.

  • Works in 3 steps: well_get_schema("invoice_transactions")… → well_get_schema("invoices") — look for a… → well_get_schema("transactions") —…
  • The user asks whats paid vs unpaid
  • SKILL.md covers What Well already links, Do this, Do NOT and Present it
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Reconciliation is an agent skill from WellApp-ai/Well. Match bank transactions to invoices and surface unpaid / unmatched items in a Well workspace. Use when the user asks what's paid vs unpaid, to reconcile the bank, to find missing payments, or to match transactions to invoices.

Its SKILL.md is about 510 tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.

It sits in Business, Finance & HR, covering Forms and invoices and Accounting and bookkeeping. The repository describes itself as: No more Sundays on Finance. We build the infrastructure that retrieves, processes, and routes your financial and business data to your FinOps stack, so founders can ship, not… The licence is MIT.

When your agent uses it

  • The user asks whats paid vs unpaid
  • Reconcile the bank
  • Find missing payments
  • Match transactions to invoices

Example prompts

  • “/reconciliation”

Workflow steps

3 steps, taken from the first numbered list in SKILL.md.

  1. well_get_schema("invoice_transactions") — the join between invoices and transactions, if exposed. Querying this root is the fastest path…
  2. well_get_schema("invoices") — look for a payment-status / amount-paid / outstanding field and the grand_total.
  3. well_get_schema("transactions") — amount, value/booking date, counterparty, and remittance fields.

What it can do on your machine

Read from SKILL.md and the folder at commit c740217. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Reconciliation loads about 511 tokens when it runs. Until then it costs about 60 tokens; SKILL.md has 232 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~60
When it runs · the whole SKILL.md, loaded when a task matches
~511

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from WellApp-ai/Well at commit c740217, republished under its MIT licence (© WellApp-ai). 232 words, ~511 tokens.

Download SKILL.mdSave it as .claude/skills/reconciliation/SKILL.md (or your agent's skills folder).
name
reconciliation
description
Match bank transactions to invoices and surface unpaid / unmatched items in a Well workspace. Use when the user asks what's paid vs unpaid, to reconcile the bank, to find missing payments, or to match transactions to invoices.

Reconciliation in Well

Goal: connect money movement (transactions) to commercial documents (invoices) and report what is matched, unpaid, or unexplained.

Well's pipelines maintain the link between a bank transaction and the invoice(s) it settles. Check the schema before computing matches by hand:

  1. well_get_schema("invoice_transactions") — the join between invoices and transactions, if exposed. Querying this root is the fastest path to "which invoices are settled by which transactions".
  2. well_get_schema("invoices") — look for a payment-status / amount-paid / outstanding field and the grand_total.
  3. well_get_schema("transactions") — amount, value/booking date, counterparty, and remittance fields.

Do this

  • Unpaid invoices: query invoices filtered on the payment-status / outstanding field the schema exposes (don't infer "unpaid" by subtracting sums if a status field exists). Sort by due date or amount.
  • Matched: read invoice_transactions (or the link the schema shows) to list invoice ↔ transaction pairs.
  • Unmatched transactions: transactions with no linked invoice — candidates for manual review (could be fees, transfers, or a missing invoice).
  • When matching by hand (no link exposed), match on amount + date proximity + counterparty, never on amount alone.

Do NOT

  • Do not declare an invoice paid purely because a transaction of the same amount exists — confirm via the link or counterparty + date.
  • Do not sum across currencies without converting (see exchange_rates).

Present it

Three buckets — Matched, Unpaid invoices, Unexplained transactions — each with counts and totals, plus the currency. Offer to drill into any bucket with well_get_entity.

© WellApp-ai, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

Just SKILL.md in plugins/well/skills/reconciliation of WellApp-ai/Well.

Open the folder on GitHubat commit c740217

Compare with similar skills

Reconciliation next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Reconciliation compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Reconciliation this skillWellApp-ai/Well345—~511Automated safety check: PassMIT
Journalkazukinagata/shinkoku365—~2.3kAutomated safety check: PassMIT
Invoice Organizerdavila7/claude-code-templates33k12 repos~2.9kAutomated safety check: PassMIT
Invoice Po Reconciliationpnp/sharepoint-skills133—~1.4kAutomated safety check: PassMIT
Financial ParserOneWave-AI/claude-skills3361 repos~1.2kAutomated safety check: PassMIT
Invoice Organizerborghei/Claude-Skills891—~1.5kAutomated safety check: PassMIT

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Categories

Questions about Reconciliation

What does Reconciliation do?

Match bank transactions to invoices and surface unpaid / unmatched items in a Well workspace. Reconciliation is an agent skill from WellApp-ai/Well. Match bank transactions to invoices and surface unpaid / unmatched items in a Well workspace.

When should I use Reconciliation?

Reconciliation fits situations like: the user asks whats paid vs unpaid; reconcile the bank; find missing payments; match transactions to invoices.

How do I install Reconciliation in Claude Code?

Run `npx skills add WellApp-ai/Well --skill reconciliation -a claude-code`. Or copy the skill folder (plugins/well/skills/reconciliation in WellApp-ai/Well) into .claude/skills/reconciliation in your project. Claude Code loads it when a task matches its description.

How do I install Reconciliation in Codex?

Run `npx skills add WellApp-ai/Well --skill reconciliation -a codex`. Or copy the skill folder (plugins/well/skills/reconciliation in WellApp-ai/Well) into .agents/skills/reconciliation in your project. Codex loads it when a task matches its description.

Can I use Reconciliation in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add WellApp-ai/Well --skill reconciliation -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/reconciliation, .gemini/skills/reconciliation, .github/skills/reconciliation and .opencode/skills/reconciliation in your project.

What does Reconciliation need to run?

SKILL.md names no scripts, command-line tools or credentials: Reconciliation is instructions for the agent only.

Does Reconciliation access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Reconciliation safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Reconciliation use?

Reconciliation is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Reconciliation use?

About 511 tokens (SKILL.md is roughly 2k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Reconciliation?

Skills that share tags, products or a category with Reconciliation: Journal (kazukinagata/shinkoku, 365 stars), Invoice Organizer (davila7/claude-code-templates, 33k stars), Invoice Po Reconciliation (pnp/sharepoint-skills, 133 stars) and Financial Parser (OneWave-AI/claude-skills, 336 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Reconciliation?

WellApp-ai (a GitHub organization) maintains it in WellApp-ai/Well, which has 345 GitHub stars. The repository holds 36 skills in this directory. The repository was last updated on October 7, 2026.

Source: WellApp-ai/Well on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.