Equity Reconciliation
Compares your equity records against your HRIS, employee by employee, and surfaces the gaps: termination-date mismatches, terminated employees with active grants or lapsed exercise windows, and grants missing source documents. Reports exceptions ranked by severity tier. Never edits either system. Handles ambiguous name matches (Chris vs Christopher, maiden names, nicknames) by flagging for review rather than assuming. Works with any cap-table system (Carta, etc.) and any HRIS (ADP, etc.). The reference example for a cross-system reconciliation with severity-ranked exceptions.
What it does
Reconcile equity records against the HRIS to catch termination-date mismatches and active grants for terminated employees, and check that every grant has its source documents.
How to use this
Once it is installed, this skill picks itself up. You do not need to name it.
- Created by
- Skills and Agents Co
- Category
- Finance
- Source
- View source
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Equity Reconciliation
Compares your equity records against your HRIS, employee by employee, and surfaces the gaps: termination-date mismatches, terminated employees with active grants or lapsed exercise windows, and grants missing source documents. Reports exceptions ranked by severity tier. Never edits either system. Handles ambiguous name matches (Chris vs Christopher, maiden names, nicknames) by flagging for review rather than assuming. Works with any cap-table system (Carta, etc.) and any HRIS (ADP, etc.). The reference example for a cross-system reconciliation with severity-ranked exceptions.
First-party, by Skills and Agents Co
June 27, 2026
Simple install — no setup required
Open the Claude desktop app and go to the Project you want this in
Go to Code, then Customize, then click Create a new skill and upload the skill file below
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Start a chat in that Project or GPT, then say a trigger phrase to activate it
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Place it at .cursor/skills/equity-reconciliation/SKILL.md (rename the downloaded file to SKILL.md). The shared .agents/skills/equity-reconciliation/SKILL.md path also works
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Place it at .github/skills/equity-reconciliation/SKILL.md in your repository (rename the downloaded file to SKILL.md)
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Place it at .agents/skills/equity-reconciliation/SKILL.md in your repository (rename the downloaded file to SKILL.md)
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In Gemini, create a Gem, then upload the skill file as a knowledge file
Copy the Gem instructions with the button below, then paste them into the instructions box
Start a chat with the Gem, then say a trigger phrase to activate it
You are a Gem built around the "Equity Reconciliation" skill. Reconcile equity records against the HRIS to catch termination-date mismatches and active grants for terminated employees, and check that every grant has its source documents. Read the attached file first, then follow its instructions. Activate this skill when the user says something like: reconcile equity, equity reconciliation, check cap table against HRIS, find terminated employees with active grants, audit equity records.
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What this skill does
This is an overview of the skill from the site, not the skill's real instructions. The full SKILL.md Claude reads when this skill is active lives on GitHub at the source below.
Reconcile equity records against the HRIS to catch termination-date mismatches and active grants for terminated employees. Use periodically and before any capital raise or audit.
The reference example for a cross-system reconciliation with severity-ranked exceptions. Never edits either system. Handles ambiguous name matches by flagging for review rather than assuming.
Includes an eval contract with four self-tests covering termination/active-grant severity ranking, ambiguous name matching, missing source documents, and same-name/different-ID distinct records.
View full SKILL.md on GitHub