AI Skills Training
27 minutes

How to Match Bank Records to Open Invoices

The line-by-line bank rec is one of the most manual, error-prone tasks in AR - and it's exactly the kind of work that gets automated. Like trade matching did to the floor of the Boston Stock Exchange, AI is about to do to bank reconciliation. In this course, you'll build a Claude skill that reads your bank statement, pulls your open invoices, and matches them automatically - flagging exact matches, partial payments, overpayments, and anything that needs a second look. Walk in with a manual rec process. Walk out with a reusable AI skill that does it for you in minutes.

Download the free tool kit to work along side the class.

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