Claude Cowork AutoBankRec — Automated Bank Reconciliation
Bank reconciliation used to take your team 2–6 hours per month. Now it takes 9 seconds.FinDataPro AutoBankRec is a Claude Cowork skill that automates bank reconciliation for finance teams worldwide — India, GCC, UK, Europe, Americas, Southeast Asia.You fill two Excel templates with your bank statement and ERP data. You tell Cowork to reconcile. In under 10 seconds you have a formatted, audit-ready Excel report — matched items, unmatched items, recommended actions, and a complete reconciliation statement.No Python. No command line. No IT department. Just Claude Cowork and Excel.---WHAT'S IN THE PACKAGE- FinDataPro_AutoBankRec_v2.skill — install once into Claude Cowork, runs every month- BankStatement_Template.xlsx — paste your bank export here each month- ERPBankBook_Template.xlsx — paste your ERP bank ledger here each month- Sample_Data/ — test files and answer key to verify before going live- Complete User Guide — 21 sections covering setup, templates, output, regional features, and troubleshooting---WORKS WITH ANY BANK, ANY ERP, ANY REGIONBanks: HDFC, SBI, ICICI, NBB, Emirates NBD, Barclays, Chase, DBS — or any bank that exports CSV or Excel.ERPs: TallyPrime, QuickBooks, Xero, Zoho Books, SAP, Oracle, Microsoft Dynamics, Odoo, NetSuite, Sage — or any system that exports a bank ledger to Excel.Regional payment intelligence built in:- India — NEFT, RTGS, UPI, TDS, GST, cheque returns- GCC (Bahrain, UAE, Kuwait, Qatar, Oman) — FAWRI+, BenefitPay, WPS salary, SWIFT- Saudi Arabia — SARIE, ZATCA, GOSI- Global — SWIFT/TT transfers, bank charges, interest, standing orders---THE SIX-PASS MATCHING ENGINEThe engine runs six passes — Exact, Regional Pattern, Fuzzy, Many-to-One, One-to-Many, Timing — catching everything from clean 1:1 matches to WPS salary batches to SWIFT transfers with clearing delays.Typical automatic match rate: 70–90%.Everything unmatched is classified with a recommended action. Post this journal. Carry this forward. Reverse this duplicate. No guesswork.---REAL PERFORMANCE BENCHMARKS400 bank + 600 ERP transactions → 5.11 seconds500 bank + 1,100 ERP transactions → 9.37 secondsEvery run logs precise timing per pass, total elapsed, first pass time, and cumulative across re-runs — automatically injected into your output Excel.---YOUR MONTHLY WORKFLOW — 3 STEPS1. Fill the bank template (5 min) — paste your bank export, fill 6 header fields2. Fill the ERP template (5 min) — paste your ERP bank ledger3. Tell Cowork to reconcile (10 sec) — type one sentence, collect your report---WHAT YOU NEED- Claude Pro subscription with Cowork enabled ($20/month from Anthropic)- Microsoft Excel 2016 or later- Nothing else---Built by FinDataPro | 19+ years in finance across GCC and international markets Questions? support@findatapro.app
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