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Setup guide

Reconciliation Agent for Instinct - bank reconciliation without the line-by-line hunt

The free Reconciliation Agent runs on Instinct as three plain-text files: set it up once in Instinct, approve a sample-data test, then trigger each run with the usage prompt and this run's inputs.

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What the Reconciliation Agent does

Instinct is built for standing work like this - set it once, then it runs on your word. It matches statement rows to ledger rows and hands you a complete exception list: match status, difference and next action per row.

The risk in reconciliation is the exception nobody wrote down. This assistant does the row-by-row matching, lists every exception with a likely cause and next action, and drafts the month-end summary - you review each judgment. The 6pm close-day scramble becomes a checklist that finishes on time.

Where the Included files go in Instinct

Hand the The included files (skill.md, setup-prompt.txt, usage-prompt.txt) to Instinct in chat. It keeps the context across sessions, so the setup survives: run the setup prompt once, approve the fictional-data test, and the agent becomes a standing workflow you trigger with one line. This is the closest fit to how the agents are designed to run.

What a run looks like on Instinct

A run looks like this: you tell Instinct to run bank-reconciliation with this run's inputs, and it works through the saved skill. The output - it matches statement rows to ledger rows and hands you a complete exception list: match status, difference and next action per row - is prepared for your review, and Instinct asks before anything is sent, spent or committed.

Setup, step by step

  1. Hand skill.md, setup-prompt.txt and usage-prompt.txt to Instinct in chat and ask it to keep them for the job (for example: bank reconciliation).
  2. Run the setup prompt once; the agent runs bank-reconciliation on fictional sample data first - approve that test before real work.
  3. Instinct keeps the context across sessions, so the setup survives as a standing workflow.
  4. Trigger each real run with one line and this run's inputs; Instinct asks before it sends, spends or commits - the same gates the agent is designed around.

Honest limits on Instinct

Instinct is in early access and its capabilities are expanding; always approve the sample-data test before pointing the agent at real work.

Questions people ask

Does the Reconciliation Agent work on Instinct?

Yes - the agent is three plain-text files, and on Instinct they live in Instinct. The four setup steps below are the whole job: Hand skill.md, setup-prompt.txt and usage-prompt.txt to Instinct in chat and ask it to keep them for the job (for example: bank reconciliation). Then run the setup prompt once; the agent runs bank-reconciliation on fictional sample data first - approve that test before real work.

What does the Reconciliation Agent produce on Instinct?

It matches statement rows to ledger rows and hands you a complete exception list: match status, difference and next action per row.. Instinct prepares it and asks before anything leaves your approval. Every run waits for your approval before anything is sent, spent, published or scheduled.

Is this affiliated with Instinct?

No. AI Agent Skills is an independent store. We are not affiliated with, endorsed by, or sponsored by Instinct or its makers. Platform names belong to their owners; capabilities change, so check Instinct's current documentation.

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AI Agent Skills is an independent store, not affiliated with Instinct or its makers. Platform names belong to their owners.