The Reconciliation Agent automatically checks your portfolio, investigates anything that does not add up, and organizes every finding into one review queue so your team can close faster.
Every issue from every connection is organized into one review queue.
Nothing changes until you approve it. Every action remains under your control.
Reverse any fix in one click and instantly verify the updated connection.
Bring your preferred provider and encrypted API key.
Sync and reconcile your entire portfolio or a single connection.
The agent investigates unresolved balances automatically.
Review recommendations and verify everything before close.
Identify duplicate activity before it impacts reporting.
Find on-chain activity that has not reached your ledger.
Restore transactions that should be included.
Know what the agent can apply and what needs human review.
Receive likely explanations when balances still do not reconcile.
Choose Anthropic Claude, OpenAI, or Google Gemini. Your API key is encrypted and never exposed.
Set a monthly budget cap and see usage by run, agent, provider, tokens, and estimated cost.
Nothing changes without your approval. Every applied fix can be reversed in one click.
Every run, finding, decision, and fix is logged, with targeted re-checks that remember prior decisions.