Bank reconciliation for a property fund in 23 minutes
At a real-estate fund managing about $3B, reconciling bank lines meant hunting through roughly 2 TB and 1.4 million files across 13 years for the document behind each odd line. The builder says an agent that searches the evidence and checks numbers cut the cycle from 8 hours to 23 minutes. It is a first-party result from one engagement.
- Agent or tool
- Custom document-search agent
- Topic
- Finance
- Reported on
- Blog
- Added
- 2026-10-29
Why it matters
Money tasks are tedious but high-stakes, which is exactly where a careful agent helps: it does the checking and paperwork while a person keeps the final say. It is one of 74 sightings filed under Finance on Agent Sightings (number 32 by interest), and one of 1 involving Custom document-search agent.
How you could try it
Here is a reusable prompt, written by us in our own words, that captures the task. Paste it into Custom document-search agent or any similar agent and adjust the details to your situation.
Match each line on this bank statement to our books. For each line that does not match, search our document archive for the supporting file and explain the difference. List what you could not find.
The prompt breaks down into 3 steps you can check as the agent works:
- Match each line on this bank statement to our books.
- For each line that does not match, search our document archive for the supporting file and explain the difference.
- List what you could not find.
Tip: Keep the agent in 'propose, don't pay' mode: let it gather numbers and draft messages, and approve any payment or account change yourself.
Source
Read the original first-hand account on Blog: https://adam-boudjemaa.com/blog/agents-in-production/1. Our summary is a paraphrase; details are in the source.
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