Reconciliation

Organization

WellApp-ai

reconciliation

Match bank transactions to invoices and surface unpaid / unmatched items in a Well workspace. Use when the user asks what's paid vs unpaid, to reconcile the bank, to find missing payments, or to match transactions to invoices.

Overview

Publisher	WellApp-ai
Repository	`Well`
Skill name	`reconciliation`
Stars	342
Forks	48
Bundled files	Instructions only
License	MIT
Links	Skill source Repository Homepage

Markdown instructions
A SKILL.md file the model loads on demand, so it only costs tokens when a request actually matches.
Works with any LLM
AI skills are plain Markdown, not provider-specific code, so this works with GPT, Claude, Gemini, Grok, or a local model.
Self-contained
Everything the model needs lives in the instructions — no extra files to sync.
Open source
Published by WellApp-ai on GitHub. Read the source before you install it.

Installation

Install the Reconciliation AI skill in TypingMind to use it with any LLM, or drop it into another agent that reads SKILL.md.

Install in TypingMind

TypingMind installs a skill straight from its GitHub folder — it reads SKILL.md, bundles the resource files, and stores the result locally.

Open the app and go to Plugins → Skills.
Choose "Install from GitHub".
Paste the skill folder URL below and confirm.
Enable the skill in any chat where you want it available.

Plugins → Skills → Add skill → From GitHub URL, then paste the folder URL and press Continue.

Install in another agent

Any agent that reads the Agent Skills format can use this skill — copy the folder into that agent's skills directory.

Claude Code — .claude/skills

git clone --depth 1 https://github.com/WellApp-ai/Well.git /tmp/Well
mkdir -p .claude/skills
cp -r /tmp/Well/plugins/well/skills/reconciliation .claude/skills/reconciliation

Restart Claude Code after copying so it picks up the new skill.

Use it in TypingMind

Enable Reconciliation in any TypingMind chat and the model takes it from there. Its name and description sit in the system prompt, and the moment a request matches, the model loads the full instructions itself — you never invoke it by hand, and it costs no tokens until it is actually used.

The model loads Reconciliation on its own as soon as a request matches it.

Works with any AI model

AI skills are plain Markdown instructions rather than provider-specific code, so Reconciliation is not tied to the model it was written for. Install it once in TypingMind and use it with GPT-5, Claude, Gemini, Grok, DeepSeek, Mistral, Llama, or a local model you run yourself — all on your own API keys.

Loaded only when it is needed
The system prompt carries just the name and description. The instructions are fetched on the first matching request, so an idle skill costs nothing.
Switch models mid-chat
Because the skill is instructions rather than code, changing model does not break it — the next model reads the same SKILL.md.

Skill instructions

This is the SKILL.md content the model loads. Read it before installing — a skill is instructions your model will follow.

Reconciliation in Well

Goal: connect money movement (transactions) to commercial documents (invoices) and report what is matched, unpaid, or unexplained.

What Well already links

Well's pipelines maintain the link between a bank transaction and the invoice(s) it settles. Check the schema before computing matches by hand:

well_get_schema("invoice_transactions") — the join between invoices and transactions, if exposed. Querying this root is the fastest path to "which invoices are settled by which transactions".
well_get_schema("invoices") — look for a payment-status / amount-paid / outstanding field and the grand_total.
well_get_schema("transactions") — amount, value/booking date, counterparty, and remittance fields.

Do this

Unpaid invoices: query invoices filtered on the payment-status / outstanding field the schema exposes (don't infer "unpaid" by subtracting sums if a status field exists). Sort by due date or amount.
Matched: read invoice_transactions (or the link the schema shows) to list invoice ↔ transaction pairs.
Unmatched transactions: transactions with no linked invoice — candidates for manual review (could be fees, transfers, or a missing invoice).
When matching by hand (no link exposed), match on amount + date proximity + counterparty, never on amount alone.

Do NOT

Do not declare an invoice paid purely because a transaction of the same amount exists — confirm via the link or counterparty + date.
Do not sum across currencies without converting (see exchange_rates).

Present it

Three buckets — Matched, Unpaid invoices, Unexplained transactions — each with counts and totals, plus the currency. Offer to drill into any bucket with well_get_entity.

Frequently asked questions

What does the Reconciliation AI skill do?

Why use Reconciliation on TypingMind?

Because you install it once and use it with any model. Reconciliation is plain Markdown rather than provider-specific code, so the same skill runs on GPT-5, Claude, Gemini, Grok, or a local model — and you can switch model mid-chat without it breaking. TypingMind runs on your own API keys, so you pay providers directly instead of a per-seat subscription, and your skills and chats stay in your own storage.

How do I install Reconciliation in TypingMind?

Open Plugins → Skills → Install from GitHub in TypingMind and paste https://github.com/WellApp-ai/Well/tree/main/plugins/well/skills/reconciliation. TypingMind reads its SKILL.md and installs it as a skill you can enable per chat.

Which AI models can use Reconciliation?

Any model you connect in TypingMind. AI skills are plain Markdown instructions rather than provider-specific code, so GPT, Claude, Gemini, Grok, and local models can all load this skill when a request matches it.

How many AI models can I use with Reconciliation?

As many as you like. As long as a model supports skills, you can use Reconciliation with it — GPT, Claude, Gemini, Grok, DeepSeek, Mistral, Llama and more — all on TypingMind with your own API keys.

Is the Reconciliation AI skill free?

Yes. It is published on GitHub by WellApp-ai under the MIT license. You only pay your own AI provider for the tokens you use.

What are AI skills?

An AI skill is a reusable instruction bundle that teaches an AI model how to do one specific task. It follows the open Agent Skills format: a SKILL.md file with a name and description, plus any scripts, templates or reference files the model may need. The model reads the instructions only when your request matches the skill, so an installed skill costs nothing until it is used.

How are AI skills different from plugins or MCP servers?

A plugin or MCP server gives a model new tools to call — code that runs somewhere and returns a result. An AI skill gives the model knowledge and process instead: how to approach a task, which steps to follow, what good output looks like. Skills are plain Markdown, so they need no server, no API key and no runtime, and they work with any model.

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Overview

Installation

Install in TypingMind

Install in another agent

Use it in TypingMind

Works with any AI model

Skill instructions

Reconciliation in Well

What Well already links

Do this

Do NOT

Present it

Frequently asked questions

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