---
title: "Trial Balance Reconciliation"
section: "Agent store — Finance — Account to Report"
canonical_url: "https://leverge.ai/agents/finance/account-to-report/trial-balance-reconciliation"
category: "Finance"
process: "Account to Report"
trigger: "Run on demand"
publisher: "Ailoitte Technologies Private Limited"
---

# Trial Balance Reconciliation

Reconcile the trial balance against the prior period and the supporting schedules — separating movements that are explained from ones nobody has accounted for yet.

## At a glance

- Business function: Finance
- Process: Account to Report
- Runs: run on demand
- Run cost: 8 credits
- Uses a knowledge base: no

## What it needs

- **Current trial balance** (file upload)
- **Prior period trial balance** (file upload) — The comparison the reconciliation runs against.
- **Reconciliation settings** (form)

## How it works

1. Reading the current trial balance
2. Reading the prior period
3. Reconciling the movements
4. Writing the close note

## What it returns

- **Balance integrity** (score)
- **Close note** (written summary)
- **Unexplained movements** (flagged exceptions)
- **Movement by account** (table of results)
- **What was verified** (verification checklist)

---

Source: https://leverge.ai/agents/finance/account-to-report/trial-balance-reconciliation — Leverge