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

说明与用途

信用卡对账代理使用规范文件、GitHub 问题票据和逐步验证，确保工作正确性和可追溯性。

问题

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

结果

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

工作流

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

证据

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.

来源

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.

来源

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

来源