Today's Agent Skill: Inbox-to-Invoice Audit
What It Does
Every month a few invoices slip through — sent but never paid, paid but never reconciled, or worse, never sent at all. Most teams find out weeks later when cash flow looks wrong. This skill turns your agent into a standing accounts-receivable watchdog that catches the gaps before they age.
How It Works
The agent cross-references outbound invoice records against payment confirmations and inbound client email threads, then flags every mismatch by category: unsent, unpaid past terms, partially paid, or paid-but-unlogged. It produces a single aging table sorted by days outstanding and dollar value, with a suggested next action per row.
How to Deploy It
Drop the SKILL.md into your agent's skills directory (`~/.claude/skills/inbox-to-invoice-audit/SKILL.md` or your platform's equivalent) and give the agent read access to your invoice source — a spreadsheet, accounting export, or billing API. Invoke it by name or let the trigger phrases fire it, and schedule it weekly for a standing receivables pulse.
SKILL.md — Ready to Deploy
# Inbox-to-Invoice Audit
## Description
Cross-references outbound invoices against payment records and client email threads to surface every receivable that is unsent, overdue, partially paid, or paid but unreconciled. Produces a prioritized aging report with a recommended next action for each exception.
## Trigger
Fires on: `inbox-to-invoice-audit`, "audit my invoices", "who hasn't paid", "receivables check", "AR aging", "which invoices are overdue", "reconcile payments", "did we ever bill them". Also fires on a weekly schedule if the host agent supports cron, and when the user mentions cash flow concerns without naming invoices explicitly.
## Input
- **Invoice source** (required): spreadsheet, CSV export, or billing API returning invoice ID, client, amount, issue date, due date, status.
- **Payment source** (required): bank feed, payment processor export, or accounting ledger.
- **Email access** (optional but recommended): client threads for the audit period.
- **Terms** (optional): default net-days if not specified per invoice. Defaults to net 30.
## Steps
1. Pull all invoices with an issue date in the audit window. Normalize client names — same entity, different spellings, Copy the full SKILL.md and drop it into your agent's skills directory to activate this skill.