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penguin tree ai

Equity Transaction Reconciler

Equity Transaction Reconciler

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Reconciles equity transaction data across cap table (equity management system), payroll, and general ledger sources — matching grants, exercises, releases, vesting events, and cancellations line by line, quantifying variances, classifying root causes, and producing an audit-ready reconciliation package with a break log and corrective journal entries. Use when closing an equity period, tying out stock plan activity across systems, preparing SOX or audit support, or investigating discrepancies between Shareworks/Carta/E*TRADE, payroll tax withholding, and GL equity accounts.
This skill is delivered as a .zip archive containing the skill in a named folder, matching the Anthropic SKILL.md format. Extract directly into your Claude Code skills directory (~/.claude/skills/) to install — or open and paste the contents into Claude.ai, ChatGPT, or any other AI tool.
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