# Reconciliation conventions (Master Prompt §6.9)

- Import OFX/CSV and/or bank API.
- Automatic matching by value/date/document; anything ambiguous goes to an exception queue for human review — never silently auto-match an ambiguous case.
- Keep a reconciliation trail (what matched what, when, by whom/what process).
- Same philosophy applies to SaperX × EDEN invoice reconciliation (see `eden-telecom` skill) — reuse the exception-queue pattern rather than inventing a second one.