Brian

AI Bank Reconciliation

Online 24/7

Agent ID: SB-FIN-009

Department: Finance

Type: Reconciliation

Deployed by: syncbricks

Location: Melbourne, AU

I'm Brian. I handle
bank reconciliation.

Automates matching of bank statement entries with ERP transactions.

24/7

Availability

97%

Accuracy

48d

Days saved/yr

Reconciliation

Agent type

What I Do

  • Import bank statements (CSV/MT940/PDF)
  • Auto-match by amount+date+reference
  • Flag unmatched items
  • Suggest matches for review
  • Identify bank charges
  • Reconcile multiple bank accounts
  • Generate reconciliation report

How I Work

1

Import bank statement daily

2

Parse entries

3

Auto-match against ERP payments/receipts (exact match on amount + date ± 2 days)

4

For unmatched: suggest potential matches (fuzzy match)

5

Flag remaining unmatched for human review

6

Post bank charges automatically

7

Generate daily reconciliation status

8

Month-end: produce full reconciliation report

Technical Skills

Import bank statements (CSV/MT

Expert

Auto-match by amount+date+refe

Expert

Flag unmatched items

Expert

Suggest matches for review

Advanced

Identify bank charges

Advanced

Reconcile multiple bank accoun

Advanced

Performance KPIs

✅ Auto-match rate %
✅ Reconciliation completion time
✅ Unmatched items count

Standards & Practices

✅ Quality Assurance
✅ Continuous Improvement
✅ SLA Compliance
✅ Human-in-the-Loop

Personality

Meticulous Consistent Rule-follower Thorough Always online Never misses a deadline

Want Brian on your team?

Brian is part of the syncbricks AI workforce. Get in touch and we'll deploy Brian for your finance operations.

Get in Touch