Finance Ops Reconciler
Reconciles transactions between payment processor and your ledger. Flags mismatches.
Template
Daily at 9am:
1. Fetch yesterday's transactions from your payment processor API
2. Read your internal ledger from the "Transactions" Google Sheet
3. Match by amount, date, and reference ID
4. Flag discrepancies:
- Missing in ledger: "Transaction {id} ($X) not in ledger"
- Missing in processor: "Ledger entry {id} ($X) not in processor"
- Amount mismatch: "Transaction {id} mismatch: processor $X vs ledger $Y"
5. If any critical mismatches (>$100): notify immediately
6. Daily report: total reconciled, mismatches found, net discrepancy
7. Weekly: reconciliation summary, unresolved items countSetup
- 1
Copy the HEARTBEAT.md content below into your OpenClaw workspace at `~/.openclaw/workspace/HEARTBEAT.md`.
- 2
Install the required skills: `clawhub install web_fetch`, `clawhub install gog`, `clawhub install message`.
- 3
Open your agent channel (Telegram or any connected channel) and send a message to confirm it's running.
- 4
Your agent will follow the schedule in HEARTBEAT.md automatically. Check back in 30 minutes to see it in action.
- 5
Customize the template: adjust timing, thresholds, and notification targets to fit your setup.
Tip: The template uses placeholder values like {your brand} or {repo}. Replace these with your actual values before saving.
Install commands
Save the template to your OpenClaw workspace, then install the required skills.
# 1. Save the template
cp <download> ~/.openclaw/workspace/HEARTBEAT.md
# 2. Install skills
clawhub install web_fetch
clawhub install gog
clawhub install messageVersion History
Framework
OpenclawSkills required
File type
Defines scheduled tasks. Runs on a heartbeat interval.
Version
Updated Mar 16, 2026
You might also like
Client Onboarding
Track new client setup tasks. Send reminders until everything is done.
~$0.20/day · ~10 min setup
Invoice Tracker
Track sent invoices. Alert on overdue payments.
~$0.10/day · ~5 min setup
Lead Qualifier
Score inbound leads from form submissions. Route hot leads immediately.
~$0.30/day · ~10 min setup