Find and claim misplaced payments with a treasury skill
Cornell’s finance and AI teams built a Claude treasury skill that matched unknown funds to the right claims.
- What they did
- Cornell’s finance and AI teams built a /treasury Claude skill for cash tracking. They fed it transaction records so it could flag items without a clear owner and link them to the most likely payer or invoice.
- How it went
- It surfaced and recovered $100k in back payments. The skill was used to turn unidentified balances into funds that could be claimed.
- Tips
- Give the agent a structured export and ask it to separate strong matches from weak ones. Keep a human review step before any claim, message, or submission goes out.
Try it yourself with Claude
I handle finance for [organization]. I’m sharing [deposits / receipts / ledger lines] covering [time period]: [paste or attach the file]. Identify any items that do not yet have a clear match, suggest the most likely payer or invoice for each one, and sort them by confidence and dollar value. Put the findings in a table and draft a note for each case, then stop and wait for my approval before you send, submit, or contact anyone.
Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.
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