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Setup guide

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

The free Reconciliation Agent runs on Perplexity as three plain-text files: set it up once in a Perplexity Space, 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

If research already happens in Perplexity, this agent turns it into the finished artifact. 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 Perplexity

Create a Space for the job, upload the Included files, and paste the setup prompt into the Space instructions. Run the setup, approve the sample-data test, and start each run in that Space. Save the agent's output where your work lives (Sheets, Docs).

What a run looks like on Perplexity

A run looks like this: you open the Space, paste the usage prompt with this run's inputs, and Perplexity works through bank-reconciliation with cited sources where the job needs them. 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 drafted for your review.

Setup, step by step

  1. Create a Space in Perplexity and name it after the job (for example: bank reconciliation).
  2. Upload skill.md to the Space and paste setup-prompt.txt into the Space instructions.
  3. Run the setup; the agent runs bank-reconciliation on fictional sample data first - approve that test before real work.
  4. Start each real run in that Space with usage-prompt.txt and this run's inputs; save the output where your work lives (Sheets, Docs).

Honest limits on Perplexity

Perplexity is research-first: it drafts and reasons well, but writes to your Google Workspace happen where you save the output. File and Space limits depend on your plan.

Questions people ask

Does the Reconciliation Agent work on Perplexity?

Yes - the agent is three plain-text files, and on Perplexity they live in a Perplexity Space. The four setup steps below are the whole job: Create a Space in Perplexity and name it after the job (for example: bank reconciliation). Then upload skill.md to the space and paste setup-prompt.txt into the space instructions.

What does the Reconciliation Agent produce on Perplexity?

It matches statement rows to ledger rows and hands you a complete exception list: match status, difference and next action per row.. Perplexity drafts it with citations where relevant; you save the result where your work lives. Every run waits for your approval before anything is sent, spent, published or scheduled.

Is this affiliated with Perplexity?

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

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