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Reconciliation Agent

Auto-matches bank transactions to issued invoices daily, flags unmatched items and discrepancies for manual review.

Business function
Accounting
Cadence
Daily

What this agent does

Auto-matches bank transactions to issued invoices daily, flags unmatched items and discrepancies for manual review.

How to activate it

Reconciliation Agent is part of the S.C.A.L.A. fleet of autonomous agents. You activate it straight from your dashboard: pick the agent, set its tone and autonomy rules, and it goes live on WhatsApp, email and web. No technical setup — the agent has persistent memory and uses your connected tools (calendar, CRM, payments) to take action, not just answer.

  1. 1Activate Reconciliation Agent from your S.C.A.L.A. dashboard.
  2. 2Connect your tools (WhatsApp, email, calendar, CRM).
  3. 3Set the autonomy level and let it run 24/7.

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