Credit Card Reconciliation Agents: What "Done" Means When Automating Financial Workflows

Описание и применение

Автоматический агент для сверки кредитных карт использует спецификацию, задачи в GitHub и проверки на каждом шаге, чтобы гарантировать корректность и отслеживаемость работы.

Задача

Financial automation agents can finish all steps yet produce incorrect results, leading to cascading errors in monthly reconciliations.

Результат

The agent achieves reliable, auditable reconciliation by validating each step, persisting state in GitHub issues, and stopping on validation failure or retry exhaustion.

Рабочий процесс

• Load specification
• Import transactions
• Calculate splits
• Validate splits
• Generate settlement records
• Validate settlements
• Write output
• Final validation

Доказательства

Financial workflows expose a specific failure mode. An agent can execute every step, produce output, and still be wrong in ways that compound over time.

Источник

The agent calls this after each reconciliation step. If validation fails, the agent gets the error list and can retry with specific context about what's wrong.

Источник

Davies uses GitHub issues as the state store. Each issue represents a unit of work.

Источник