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bank-reconciliation

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Automate the process of a CSV file from bank to the financial structural ontology. The process of matching the balances in an entity's accounting records for a cash account to the corresponding information on a bank statement. The goal of this process is to ascertain the differences between the two, and to book changes to the accounting records …

  • Updated Jun 10, 2019
  • Python

An intelligent automation system that orchestrates complex month-end close processes using OpenAI GPT-4o, eliminating manual coordination and saving 3+ hours per close cycle. Features AI email parsing, automated bank reconciliation, and executive report generation across Airtable, Gmail, Google Sheets, and Slack.

  • Updated Nov 3, 2025

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