Financial Reconciliation AI Agent

{
  "agent_id": "financial_reconciliation_ai_ag",
  "name": "Financial Reconciliation AI Agent",
  "url": "https://putitforward.com/platform/agents/operations-and-finance/financial-reconciliation-agent",
  "logo": "https://agentery.com/logos/CP-QDMXKH-256.png",
  "niche": "reconciliation-automation",
  "category": "finance-ops",
  "short_summary": "Auto-matches transactions across billing, ERP, and payment systems, flags discrepancies, proposes corrections, and accelerates month-end close",
  "task_performed": "Auto-matches transactions across billing, ERP, and payment systems, flags discrepancies, proposes corrections, and accelerates month-end close",
  "inputs_accepted": [
    "Transaction data from billing platforms",
    "payment processors (Stripe",
    "PayPal",
    "Adyen)",
    "CRM",
    "ERP/GL",
    "banking systems via Integration Designer"
  ],
  "outputs_produced": [
    "Confidence-scored transaction matches",
    "discrepancy flags",
    "correction journals",
    "posted GL entries",
    "payment reminders",
    "dispute tickets",
    "Slack/Teams alerts",
    "close dashboards",
    "audit trails"
  ],
  "integrations_available": [
    "Stripe",
    "PayPal",
    "Adyen",
    "NetSuite",
    "Salesforce",
    "Slack",
    "Teams",
    "Integration Designer (500+ connectors)"
  ],
  "protocols_or_interfaces": [],
  "industry_fit": [
    "finance"
  ],
  "autonomy_level": "agentic",
  "human_approval_needed": "sometimes required",
  "pricing_model": "enterprise/contact sales",
  "price": {
    "observed": true,
    "billing": "contact_sales",
    "source_kind": "vendor",
    "currency": "USD",
    "lowest_monthly_usd": null,
    "monthly_usd": null,
    "headline": "Contact sales (no public price)",
    "commercial": {
      "currency": "USD",
      "lines": []
    },
    "summary": "Contact sales (no public price). Put It Forward describes tailored pay-as-you-go pricing but provides no public plan prices and directs buyers to request pricing information.",
    "confidence": "high",
    "source_url": "https://www.putitforward.com/platform/about/pricing",
    "checked_at": "2026-10-24T01:49:23.903Z",
    "amount": null,
    "display": null,
    "plans": [],
    "source": "render+llm"
  },
  "trust_or_rating_signal": [
    "SOC 2 compliance",
    "ISO 27001 compliance",
    "Fortune 500 customers",
    "customer testimonials",
    "case studies"
  ],
  "evidence_quality": "high",
  "entity_type": "agent",
  "regulated_data_suitability": "possibly suitable (SOC2 stated)",
  "evidence_urls": [
    "https://putitforward.com/platform/agents/operations-and-finance/financial-reconciliation-agent",
    "https://www.putitforward.com/platform/agents/operations-and-finance/financial-reconciliation-agent"
  ],
  "last_checked": "2026-10-24",
  "profile_checked": "2026-06-16",
  "price_checked": "2026-10-24",
  "how_to_connect": {
    "website": "https://putitforward.com/platform/agents/operations-and-finance/financial-reconciliation-agent",
    "docs": "https://putitforward.com/documentation",
    "mcp": null,
    "a2a": null,
    "api": {
      "docs_url": "https://putitforward.com/developer",
      "endpoint": null
    },
    "protocols": [],
    "install": null,
    "repository": null
  },
  "deployment": {
    "model": "unknown",
    "both_offered": false,
    "hosted_endpoint": null,
    "install": null,
    "note": "No deployment evidence held — Agentery has no endpoint, install instruction or directory attribute for this listing.",
    "evidence": null
  },
  "licence": {
    "name": null,
    "note": "No named licence found in the retained page text or source attributes. A public repository alone does not establish an open-source licence.",
    "evidence": null
  },
  "evidence_checks": {
    "price": {
      "source_url": "https://www.putitforward.com/platform/about/pricing",
      "last_observed_day": "2026-10-24",
      "age_days": 6,
      "verified_day": null,
      "note": "from the listing's current price record; no separate page-text verification is held"
    },
    "agent_card": {
      "status": "unknown",
      "note": "no Agent Card URL recorded for this listing"
    },
    "endpoint": {
      "status": "unknown",
      "note": "endpoint not yet checked"
    }
  },
  "product_group": null,
  "liveness": {
    "probed": true,
    "alive": true,
    "endpoint_kind": "site",
    "latency_ms": 2035,
    "uptime_7d": 1,
    "checked_at": "2026-10-30T02:36:34.336Z",
    "consecutive_failures": 0,
    "status": "alive"
  },
  "price_extras": {
    "free_tier": null,
    "unit_cost": null
  },
  "reported_success": null,
  "feedback": "If you actually use this provider, call report_outcome with the result. Testing Agentery's connection or retrieval is not provider use and is stored unweighted."
}