bank-reconciliationlisted

Use this skill whenever the user needs to reconcile a bank account (cash GL) to bank statements for a period, working from their Mosofin workspace. Triggers include: bank recon, reconcile bank, cash reconciliation, bank statement tie-out, unreconciled items, outstanding checks, deposits in transit, or investigating recon differences. Workspace-scoped: it confirms the workspace, discovers which company files are connected and which read-only tools are enabled, then builds the complete book side from live ledger data and prepares the bridge — while stating plainly that the bank statement is outside any accounting datasource and must be supplied before a reconciliation can actually be completed. Produces a recon output, variance explanations, a clean list of required journal entries or corrective actions, and a coverage sheet.
MosoFin/mosofin-finance-skills · ★ 0 · AI & Automation · score 69

Install: claude install-skill MosoFin/mosofin-finance-skills

## Before you start — this skill works with or without Mosofin **With Mosofin connected**, the skill reads your live accounting data through the gateway: the figures come from your own books, it validates against the real chart of accounts, and most steps run automatically. **Without it, the skill still works.** No subscription, no connector, or a skill copied on its own — you are not blocked and you are not asked to buy anything first. The Mosofin gates are skipped and you are asked for what each step needs instead: a trial balance, a statement, an export, the documents themselves. **The accounting logic, the edge cases and the output standards are identical** — only where the numbers come from changes, and the output always says which is which. **You choose, and you are asked.** Where a connection exists, the skill asks at the start whether to use it for this run or whether you would rather supply the data yourself — **a connected gateway is not taken as consent to read your books.** Say no and it runs manually without asking again. ### Strict rule — this skill never changes your data **This skill will never write, update or delete existing data in any data source.** Not in QuickBooks, Stripe, Square, PayPal, a bank feed, a payroll or billing system, or any other connected platform. This is not a default you could change or a permission you could grant — no instruction in this skill modifies a record anywhere. It will **never**: