Agent skill
dr-reconcile
Reconcile P&L vs KPI data sources. Validates consistency and identifies discrepancies with variance analysis.
Install this agent skill to your Project
npx add-skill https://github.com/majiayu000/claude-skill-registry/tree/main/skills/other/other/reconciliation
SKILL.md
P&L vs KPI Reconciliation
Validate consistency between P&L and KPI data sources. Identifies discrepancies and explains variances.
Essential for month-end close and financial validation.
Arguments
| Argument | Description | Default |
|---|---|---|
--year <YYYY> |
REQUIRED Calendar year to reconcile | — |
--scenario <name> |
Scenario to reconcile | Actuals |
--tolerance-pct <#> |
Acceptable variance threshold | 5.0 |
--output <file> |
Output file path | tmp/Reconciliation_YYYY_TIMESTAMP.xlsx |
What It Validates
Revenue Consistency
- P&L Revenue vs KPI Revenue
- Within tolerance threshold
- Identifies timing differences
Expense Completeness
- COGS + Operating Expense coverage
- Validation of expense structure
- Missing expense categories
Data Completeness
- All expected accounts present
- All expected KPI metrics available
- Data quality validation
Variance Analysis
- Absolute variance amounts
- Percentage variance
- Tolerance compliance
- Root cause identification
Datarails Brand Styling
When generating Excel or PowerPoint files, apply Datarails brand styling:
Font: Poppins (fall back to Calibri if unavailable). Weights: 400 regular, 600 semibold, 700 bold.
Colors:
| Role | Hex | Use |
|---|---|---|
| Navy | 0C142B |
Header/banner background |
| Main text | 333333 |
Primary text |
| Secondary | 6D6E6F |
Muted/subtitle text |
| Border | 9EA1AA |
Cell borders |
| Section bg | F2F2FB |
Section header / row header background (lavender) |
| Input bg | EAEAFF |
Editable/input cell background |
| Input text | 4646CE |
Editable cell text (indigo) |
| Favorable | 2ECC71 |
Positive variance / good KPI delta |
| Unfavorable | E74C3C |
Negative variance / bad KPI delta |
| Chart 1 | 0C142B |
Actuals (navy) |
| Chart 2 | F93576 |
Budget (hot pink) |
| Chart 3 | 00B4D8 |
Teal |
| Chart 4 | FFA30F |
Amber |
Excel layout:
- Content starts at column B (column A is a narrow gutter)
- Rows 1-6: header banner with navy background, white title text, white subtitle
- Gridlines OFF. Freeze panes at B7.
- Footer as last row with generation date
- Every cell must have font, fill, alignment, and number format set
Number formats: _(* #,##0_);_(* (#,##0);_(* "-"_);_(@_) (default), $#,##0 (dollars), $#,##0.0,,"M" (millions), 0.0% (percent)
Variance coloring: Any cell showing a delta/change: green (2ECC71) if favorable, red (E74C3C) if unfavorable. Apply automatically based on value sign and metric context.
PowerPoint: Navy (0C142B) background, 16:9 widescreen, Poppins font, white text, amber (FFA30F) accent lines, card backgrounds 001F37.
Output
Excel report with multiple sheets:
- Summary - Pass/fail status, metrics, exception count
- Validation Rules - Detailed results of each check
- Exceptions (if any) - Issues exceeding tolerance
- P&L Summary - Revenue, expenses by account
- KPI Summary - All KPI values for verification
Examples
Reconcile current year (default 5% tolerance)
/dr-reconcile --year 2025
Strict reconciliation (1% tolerance)
/dr-reconcile --year 2025 --tolerance-pct 1.0
Reconcile specific scenario
/dr-reconcile --year 2025 --scenario Forecast
Custom output location
/dr-reconcile --year 2025 --output reports/reconciliation_2025.xlsx
Use Cases
Month-End Close
Run after data extraction to validate:
/dr-extract --year 2025
/dr-anomalies-report --severity critical # Check quality
/dr-reconcile --year 2025 --tolerance-pct 2 # Validate consistency
Financial Review
Reconcile before presentations:
/dr-reconcile --year 2025 --scenario Actuals
Audit Preparation
Reconcile with strict tolerance:
/dr-reconcile --year 2025 --tolerance-pct 0.5
Performance
- Year reconciliation: ~30-60 seconds
- Includes 3+ validation checks
- Scalable to large data volumes
Error Handling
"Revenue not found" - Check P&L vs KPI account names in profile
"Variance exceeds tolerance" - Review exception sheet for details
"Incomplete data" - Run /dr-extract to refresh data first
Related Skills
/dr-extract- Get latest financial data/dr-anomalies-report- Check data quality/dr-dashboard- Verify KPI values/dr-insights- Understand trends driving reconciliation items
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