Complete AI Training
Sign inGet my AI kit

Your job's AI kit

Get your AI kit

Tell us who you are and what you do. We show you your kit right away and email you the link: skills, prompts, AI agents, MCP servers and courses for your job.

500+ jobs ready, and we make a kit for any other job. No payment needed to look.

Share

AI agent for bookkeepers

Tour Gratuity and Payment Reconciliation Agent

Every tour's money is matched and explained, and guides are paid the right amount.

Budgets and moneyData cleanupHospitality and eventsOperations
See how it worksGet access
Tour Gratuity and Payment Reconciliation Agent: what goes in, what the agent does and what you get

What it does

Cash, card and tip payments from several tours are reconciled late, and gaps are found weeks afterward. After each tour, the agent matches bookings, payments, tips and fees, flags gaps, and checks the totals against the bank feed. It asks the guide to explain any difference and recalculates after the reply. It then builds the payout for the guide, with the tip split. It keeps a tour open until every gap is explained, and shows the owner a list of tours still open and the dollar amounts at stake. It never pays anyone itself. The owner approves payouts. Edge case: a cash tip entered in a different currency than the booking.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Tour ends 2 USES A TOOL Read bookings and payment records 3 USES A TOOL Read tips and platform fees 4 DOES Match payments to bookings 5 CHECKS THE RESULT Do payments, fees and tips agree with the bank feed? If not: List the gaps and ask the guide to explain. Backto step 4. 6 DOES Recalculate after the guide's reply 7 DOES Calculate the guide's payout and tip split 8 CHECKS THE RESULT Are all gaps explained and the totals equal? If not: Keep the tour open and flag the amount. Back tostep 4. 9 YOU APPROVE Owner approves payouts 10 USES A TOOL Record the payout 11 RESULT Reconciled tour report
Read the steps as a list
  1. Tour ends
  2. Read bookings and payment records
  3. Read tips and platform fees
  4. Match payments to bookings
  5. Do payments, fees and tips agree with the bank feed?If not: List the gaps and ask the guide to explain. Back to step 4.
  6. Recalculate after the guide's reply
  7. Calculate the guide's payout and tip split
  8. Are all gaps explained and the totals equal?If not: Keep the tour open and flag the amount. Back to step 4.
  9. Owner approves payoutsThe agent waits here for your OK.
  10. Record the payout
  11. Reconciled tour report

How it decides

It trusts a tour's total only when bookings, payments, fees and the bank feed agree within a small tolerance.

  • Tolerance of $2 per tour
  • Convert tips to the booking currency at the bank rate
  • Hold a payout when a gap is over $50
  • Match each tour within 7 days

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Tolerance (default $2)
  • Payout schedule
  • Tip split rules
  • Gap limit for holding a payout

What keeps you in control

It always asks you first

  • Owner approves every payout

Hard limits

  • Never pay anyone itself
  • Do not hide gaps

It stops when

  • Done: totals reconcile and payouts are approved
  • Stop: unexplained gap above the limit

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA tour of 12 guests shows $960 booked and $912 in the bank feed. The check fails because of a $48 gap. The agent asks the guide, who explains a cash payment of $50 given as a tip, shown in the wrong currency. After recalculating, the gap is $2 and the tip is split. The owner approves the payout.

More agents for bookkeepers

Data cleanup · Budgets and money

Cash Application Exception Agent

Every receipt matched to the right invoices, with exceptions clearly explained.

9 steps1 check3 jobs
Budgets and money · Risk management

Vendor Invoice Duplicate Investigation Agent

No vendor invoice is paid twice.

8 steps1 check3 jobs
Quality control · Analysis

Month-End Reconciliation Agent

A reproducible reconciliation workpaper where every difference is explained or queued.

9 steps2 checks3 jobs
Data cleanup · Quality control

Expense Receipt Reconciliation Agent

Every expense claim line is backed by a matching receipt.

7 steps1 check4 jobs