Review AI-extracted statement balances against the original before accepting prefilled reconciliation inputs. Preparation only, not an account action.
Download the free skill
One complete Markdown file. No subscription or fabricated setup files.
Download SKILL.mdWhat to provide
Original statement, extraction status, prefilled ending balance/date and account ID.
How it works
- Require the original statement, not extraction success alone.
- Compare extracted ending balance and date character-for-character with originals.
- Keep missing or unreadable statement evidence held.
- Return differences without entering a reconciliation or accepting an adjustment.
The output
account | extraction_status | original_balance | extracted_balance | original_date | extracted_date | hold
Worked fictional example
Fictional extraction is completed but original ending balance 1020 became 1200. Flag 180 difference. Completed extraction does not certify that the prefilled amount is correct.
Checks and limits
Keep source versions and original values. Unknowns stay unknown. Use qualified review for regulated, legal or hiring decisions. No live account compatibility test, send, share, schedule, ledger change or payment is authorized.
More bookkeepers workflows · How-to guides
Method: reviewed source. Demand lead: Oct13 live AIS Search Console: marketing Copilot37 impressions, Planable/Claude43, Planable/ChatGPT24, campaignbrief12, investoragent19, MuseIndia103. Social calendar/reporting topics follow parent-query leads; other professions follow documented workflow needs, not measured exact intent. Site impressions are not monthly volumes; exact topic volume is unmeasured. Checked October 13, 2026.