Local / Desktop reference architectureTransaction reconciliation and reporting
A Local / Desktop reference architecture for transaction reconciliation and reporting in Financial Services. Triggered by end-of-day transaction files land, Padiso orchestrates 3 specialist agents on Claude Code + Ollama, on your machines, reaching general ledger and your tools through the Model Context Protocol, with budgets, approvals and an audit trail throughout.
Local / DesktopRuntime: Claude Code + Ollama, on your machinesTrigger
End-of-day transaction files land
Financial Services
Orchestration
Padiso Orchestrator
goals · tasks · heartbeat
Governance
budgets · approvals · audit
Runtime & agents
Agent runtime
Claude Code + Ollama, on your machines
Reconciliation agent
agent
KYC & compliance agent
agent
Monitoring agent
agent
Integrations · MCP
MCP gateway
Your systems
General ledger
Core banking / processor
Bank statement feeds
How the data flows
Trigger: End-of-day transaction files land
- 1
Reconciliation agent matches transactions across the ledger, bank and processor feeds
- 2
It auto-clears matches and isolates exceptions with a suspected root cause
- 3
Exception agent drafts the correcting entry for review
- 4
Adjustments above threshold require human approval before posting
Agent team
- Reconciliation agent
- KYC & compliance agent
- Monitoring agent
Integrations
Reached through the Model Context Protocol, scoped and governed.
Runtime & data
Claude Code + Ollama, on your machines
General ledger
Core banking / processor
Bank statement feeds
Security & operational considerations
- Segregation of duties enforced: agents propose, humans post
- Immutable audit log for SOX / examiner review
- Hard per-agent budgets to bound spend
Local / Desktop deployment
Self-hosted: agents and models run on your machines, so regulated data and credentials never leave your network. Best when data residency is non-negotiable.
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