Guides
Set up a new reconciliation
Set up a new reconciliation
Goal: create a reconciliation between two sources with a match rule and a date tolerance — without going through the UI.
Ask Claude
I want to reconcile the "pagos-stripe" source against "ingresos-banco", matching on
transaction_idand allowing 2 days of tolerance on the date.
Expected response
Reviewing both sources… I found the columns. Creating the "Stripe vs Bank" reconciliation with the rule
transaction_id = transaction_idand a date tolerance of ±2 days. I left it in draft — should I confirm and run it, or do you want to review it first?
Claude creates the reconciliation in draft and asks for confirmation before running it for the first time.