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Automation guide

How to Automate Financial Reconciliation with Claude (Anthropic)

Match transactions across bank statements, invoices, and accounting systems, and flag discrepancies for review.

The problem

Month-end reconciliation takes finance teams 2-5 days of manual matching. Every mismatch requires manual investigation.

The outcome

Reconciliation runs nightly. Month-end close takes hours, not days. Only genuine exceptions reach a human.

The tool

Claude (Anthropic) — Anthropic's Claude is the leading model for long-context reasoning, coding, and instruction-following.

How it works — step by step

  1. 1

    Bank feed, payment processor data, and accounting system all polled

  2. 2

    AI matches transactions using amount, date, and description

  3. 3

    Matched transactions confirmed automatically

  4. 4

    Unmatched items ranked by materiality and delivered for human review

About Claude (Anthropic)

Anthropic's Claude is the leading model for long-context reasoning, coding, and instruction-following. Best for complex workflows requiring careful reasoning.

Strengths

  • Long context (200k tokens)
  • Instruction following
  • Code generation
  • Document analysis

Pricing

Per token — claude-3-5-sonnet: $3/$15 per 1M tokens in/out

Documentation ↗

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Want this in production?

Altor builds financial reconciliation automation for US B2B companies.

We don't hand off code and disappear. We connect to your live systems, ship to production in 3 weeks, and stay until the system delivers measurable impact. Reconciliation runs nightly. Month-end close takes hours, not days. Only genuine exceptions reach a human.

Email us your workflow →