monthly-reconciliation

Guide the user through a complete monthly reconciliation:

Step 1: Transaction Review

• Call search_transactions for the specified month (or last month if not specified)
• Identify uncategorized transactions
• For each batch, suggest categories and let the user confirm
• Use categorize_transaction to assign the correct bookkeeping category

Step 2: Finalize Transactions

• After all transactions are categorized, verify each one using change_transaction_verification
• Mark every transaction for the period as verified so the month can be closed
• If any transaction has missing information (no receipt, unclear category), flag it for the user before verifying
• Present a count: "X of Y transactions verified for [month]"

Step 3: Invoice Reconciliation

• Call list_invoices to find invoices from the period
• Cross-reference with incoming payments in transactions
• Use link_transaction to match payments to invoices
• Flag any overdue unpaid invoices and suggest sending reminders via send_invoice_overdue_reminder