Matches bank feed transactions to invoices and bills across accounting systems, flags discrepancies, and auto-reconciles entries to accelerate month-end close.
The Bank Reconciliation agent uses these Unified APIs through the MCP Server. Every resource is available as list, get, create, update, and delete tools.
{
"mcpServers": {
"apideck": {
"url": "https://mcp.apideck.dev/mcp",
"headers": {
"x-apideck-api-key": "YOUR_API_KEY",
"x-apideck-app-id": "YOUR_APP_ID",
"x-apideck-consumer-id": "YOUR_CONSUMER_ID"
}
}
}
}Build any of these agents with the same MCP server.
Ingests raw transactions from bank feeds, payment processors, and expense tools — then enriches, categorizes, assigns GL codes, and stages clean journal entries ready to post.
Ingests vendor bills, extracts line items with AI, matches them to open purchase orders, routes exceptions for approval, and posts to any connected accounting system.
Pulls open receivables, scores accounts by risk, sends personalized dunning emails on a configurable schedule, and reconciles incoming payments against invoices.
Reads new hire data from BambooHR, Workday, or any connected HRIS — provisions accounts, assigns equipment, sends welcome emails, and syncs employee records across systems.
Monitors connected file storage for new uploads, extracts metadata with AI, auto-categorizes into the right folders, and updates linked records in accounting or HRIS.
Keeps data consistent across accounting, HRIS, and file storage. Detects changes in any connected system and propagates updates — handling conflicts and deduplication automatically.