Merit AC™
Library / Operations and back office

Matching bank and card transactions with AI

A monthly routine where an AI assistant drafts matches between bank or card exports and your ledger or receipts, flags gaps and duplicates, and a person approves every result.

Worksheet · 25 min · Members

What's inside
  • Settings: fill these in once
  • Step 1: pull the exports
  • Step 2: know the match rules
  • Step 3: run the prompt
  • Step 4: the results table
  • Step 5: review
  • What the AI must never do
  • Sign-off
  • Worked example
  • Adapting the worksheet

All 40 pieces with AI Skills Academy · $49/mo

  • Every playbook, template, checklist and worksheet in the Library, and each new one as it's added
  • The full 30-lesson course, the Agent Authority Scanner and your evidence package
  • Six governed agents to download and run in Claude Code
Join · $49/moWhat's in the Academy

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