TB-04 — Smart Reconciliation

Summary

Automate payment-to-invoice matching with 3-tier confidence scoring. High confidence matches auto-execute (mark paid, close project). Medium confidence queues for human confirmation. Low confidence surfaces in the reconciliation dashboard.

What it produced

• payment-reconciliation — enhanced with 3-tier confidence scoring (high/medium/low)
• SmartRecon — portal page for reviewing pending matches
• Stripe — auto-close pipeline when Stripe webhook or auto-recon marks invoice paid

Connections

• depends on: Stripe — cross-references Stripe payment records
• depends on: Supabase — reads/writes invoice and project status
• produced: payment-reconciliation — enhanced matching engine
• produced: SmartRecon — portal page for reconciliation review
• feeds into: pipeline-shepherd (TB-03) — auto-recon results included in shepherd report