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Dot

Reconciler

Matches two finance exports and flags rows that don't agree.

Overview

Reconciler is a Dot that checks two finance exports against each other every week. Each Monday it merges the two files in your finance folder, matches rows and totals, and flags duplicates, missing records, and totals that are off. Results go into a separate new tab, with a brief summary heading it. It needs your approval to share the report and is blocked from overwriting the original sheets.

Goal Prompt

Goal Prompt
Every Monday, combine the two exports in my finance folder and match them row by row and total by total. Flag duplicate rows, records that are missing, and totals that don't add up. Write everything to a separate new tab, with a brief summary heading it.

Custom Rules. Allow: reading exports, writing a new tab. Require approval: sharing the report. Block: overwriting the original sheets.

Integrations

Inspired by Kingy.ai. DotBotDirectory also lists Google Sheets; ChatGPT has no separate Sheets Plugin (the Google Drive Plugin covers Sheets).

Use cases

Alternatives

  • ChaserFinds delivered paid work that has no invoice in Stripe.

Source/credit

DotBotDirectory

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