Finance & TaxAvailable

Bank Reconciliation

Takes the book ledger and the bank statement and fuzzy-matches them on amount plus a date window, supporting one-to-many split matching. Reports matched rows, items present on only one side (uncleared items) and amount mismatches, flags near-miss candidates and gives a difference total. Results are printed, with JSON available for further processing. Runs entirely locally so statement data never leaves the machine.

Installbank-reconciliation-skill

Capabilities

Fuzzy matching on amount plus a date window
Uncleared items and amount mismatch lists
One-to-many split matching, with near-miss candidates flagged
CSV input, JSON output for further processing

Specifications

Use cases
ReconciliationBookkeeping
Roles
Finance
Runtime
No third-party deps
Offline
Fully offline
Data boundary
Data stays local
Package
bank-reconciliation-skill

How to install

Skill packages follow the open Agent Skills standard (one directory plus a SKILL.md). No request or licence is needed. Pick whichever path matches your client, then just describe the task in chat to trigger it.

① Import the package

Recommended

Download the skill zip and load it from your client's "import / upload local skill package" entry. If SKILL.md sits at the top level of the archive, the package is well formed.

Download packageCurrent version v1.0.0

② Command line

For command-line clients that support the Agent Skills standard: one command syncs the skill into your local skills directory.

$npx skills add m9ai/m9ai-skills --skill bank-reconciliation-skill

Pass -a to name the client (claude-code, codex); omit it and you will be asked which one to use.

③ Unzip manually

You can also unzip the archive straight into your client's skills directory - no installer to run. The zip is self-contained and can be distributed offline, which makes it easy to host on an internal file server for company-wide rollout.

WorkBuddySettings → Skills directory (as shown in the client)
Claude Code (user level)~/.claude/skills/
Claude Code (project level).claude/skills/

Other clients supporting the Agent Skills standard work the same way: drop the skill directory into their skills folder.

Need this inside your own systems?

Ready-made skills cover generic scenarios. Internal data sources, private models and compliance requirements call for a tailored build.

See custom services