GL Coding & Reconciliation Agent

Automated transaction categorization with confidence-based escalation and bank reconciliation

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Coded
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Needs Review
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Anomalies
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Automation Rate

▶ actions process data (slower, calls the agent). Other buttons just update the view (instant).

Spend by Category (CFO View)

Click "Spend Summary" to see total spend per category in USD.

Coded Transactions

Click "Run Coding" or "Refresh" to load.

Needs Human Review

Nothing in queue yet.

Reconciliation Matches (fuzzy, no shared ID)

Click "Run Reconciliation" to match books against bank records.

Reconciliation Anomalies

Click "Run Reconciliation" to check against bank records.