AI Intercompany Reconciliation Summary Drafter

WHAT IT DOES

AI Intercompany Reconciliation Summary Drafter helps you create concise, professional summaries for intercompany reconciliations. You provide details about the reconciliation process—entities involved, period, total balances, key discrepancies, resolution status, open items, and any other relevant context—and the agent generates a complete summary. The output includes a reconciliation overview with period and entities, total balances and key discrepancies, resolution status and progress, open items requiring attention, and recommended next steps. Whether you're preparing for a finance review, reporting to leadership, or documenting reconciliation progress, this agent ensures your intercompany reconciliation summary is clear, data-driven, and professionally structured.

HOW TO USE

Open the agent in BotSurf and paste your API key once—the host handles key storage securely via BGAI.setKey, so you never manage it yourself. Enter your reconciliation details in the input box: entities involved, reconciliation period, total balances, key discrepancies, resolution status, open items, and recommended next steps. Click "Draft summary" to generate a concise, professional summary. You can also use the "Use page selection" button to pull in text from the current page—select relevant content and it will be inserted automatically. Review the draft, copy it with one click, and share it with your finance team.

WHAT IT SENDS

When you click "Draft summary," the agent sends only the text you have typed or pasted into the input field (or selected via "Use page selection") to the BGAI.generate bridge. No other data—such as browsing history, system information, or user identifiers—is collected or transmitted. Usage logs record only the count of runs for billing purposes; the content of your queries is not stored or retained. The request is truncated to BGAI.maxInput (6000 characters) before sending, and the model output is rendered locally with textContent—never innerHTML—for security.

SUBSCRIPTION

This agent is available for $19.99/month with a 7-day free trial. Each subscription includes 100 runs per month—enough for summarizing multiple reconciliation periods or entities. Unused runs do not roll over. You can cancel anytime through your BotSurf account settings, and you will not be billed further after cancellation. The free trial allows you to test the agent with your own reconciliation data.

THE PANEL

The agent runs as a panel in BotSurf, with a sticky header displaying the title, a message banner for status updates, and two cards—one for input and one for output. The panel is fully draggable, resizable, and supports snap-to-grid positioning. Press Escape to close the panel at any time. Panel position preferences can be saved using BGAI.setState for persistence across sessions.

PLEASE NOTE

This agent provides general financial operations guidance based on the information you provide. AI can produce incorrect, incomplete, or inappropriate summaries. Always review and verify all figures and reconciliation status before sharing. This is not professional financial or legal advice. Use at your own discretion.