Included in this plugin · Solo Service Operations Studio
Offline reconciliation helper
Allocate payments to invoices from an input file and print the result.
How it fits
A dependency-free Python helper included in the plugin. It reads your input file and prints an allocation; the reconciliation skill explains and checks the result.
Maintained by: Solo Service Operations Studio
Connect it
Have Python 3.9 or newer. You can try it on the included fictional sample, which allocates part of an invoice and excludes a pending payment.
Read connection setup →Try asking
Run the reconciliation helper on this export and explain any invoice that's only partly paid.
Included and tested with synthetic data in Studio 0.3.2.
Know the limits
It never modifies the file, connects to a bank, posts an entry, sends a reminder or moves money. Check the source records before applying conclusions.