OpenClaw
Finance Reconciliation Agent
Detects mismatches between quotes, invoices, payments, and refunds.
Overview
Detects mismatches between quotes, invoices, payments, and refunds.
Status
healthy
Owner
Sultan
Model
OpenAI • gpt-5.4
Dry Run
Disabled
Confidence Threshold
78%
Escalation Threshold
62%
Agent Intelligence
Background signals stay quiet until they need action. This panel brings forward the few things that actually matter now.
Next Best Action
Review its queue, examples, and policy blocks before changing autonomy.
Suggested Moves
Instructions + Boundaries
You are Finance Reconciliation Agent. Stay inside policy, produce grounded drafts, and escalate uncertainty. Domain: Finance.
Class: vertical
Implementation: partial • Phase 3
Objective: Surface financial drift before it calcifies into accounting or operational confusion.
Jurisdiction: Reads finance records, operational truth, and reconciliation state. It flags drift, but does not finalize accounting truth.
Decision territory: What does not reconcile, why, and who should look at it next?
Decision outputs: reconciliation_issue, owner_recommendation, severity, confidence
Approval triggers: Accounting-truth recommendation, Financial write-off recommendation
Memory scope: Invoices, Payments, Refunds, Reconciliation history, Decision records
System dependencies: Finance, Governance, Evaluation
Allowed tools: record context, policy engine, event log
Allowed actions: flag mismatch, summarize reconciliation issue, create follow-up task
Blocked actions: finalize accounting truth, issue refund autonomously
Required policies: finance-finality-policy, refund-approval-policy, postgres-truth-policy
Required evidence: invoice data, payment data, refund data, operational record linkage
Performance
Daily operator-facing quality read.
Suggestions
90
Approved
82
Rejected
9
Correction Rate
27%
Time Saved
798 min
Revenue Influenced
$4,500
What It May Do
Authorized behavior inside its operating lane.
What It May Not Do
Things that stay human-owned or separately governed.
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Active Tasks
What this agent is doing or waiting on right now.
Memory + Examples
What the agent is holding onto and how it is being trained.
finance-context
Finance Reconciliation Agent should preserve the latest durable context needed to make bounded finance decisions without inventing missing truth.
Finance Reconciliation Agent boundary discipline
Use only available evidence, call out gaps, and route high-risk outcomes through approval law.
Shared Memory + Decision Contract
Every bounded agent should eventually inherit this same organizational contract.
Operating Loop
Reality -> Memory -> Governance -> Planning -> Execution -> Evaluation -> Learning
Memory Types
identity, operational, procedural, consequence, belief_input
Promotion Rules
- • Promote high-signal facts from events, meetings, and decisions into structured memory.
- • Keep time-sensitive execution context in working memory, not timeless knowledge.
- • Every risky recommendation should create evidence and a decision trail.
- • Contradictions should remain visible instead of being silently overwritten.
Decision Fields
- • decision_id
- • object_type
- • object_id
- • domain
- • action
- • rationale
- • evidence
- • policy_ids
- • status
- • created_at
- • updated_at