Today's Agent Skill: Inbox-to-Invoice Reconciler
What It Does
Vendor invoices land in your inbox, get forwarded to accounting, and then vanish into a spreadsheet nobody trusts. By month-end, someone is manually cross-checking twenty PDFs against a ledger to find the one duplicate charge. This skill turns that reconciliation into a single agent pass.
How It Works
The agent scans a defined inbox label or folder for invoice attachments, extracts vendor, invoice number, date, and total from each document, then compares those fields against a ledger export you supply. It flags three specific conditions: duplicate invoice numbers, amounts that differ from the ledger entry, and invoices present in the inbox but missing from the ledger entirely.
How to Deploy It
Save the SKILL.md below into your agent's skills directory — `~/.claude/skills/inbox-to-invoice-reconciler/SKILL.md` for Claude Code, or the equivalent skills path for any SKILL.md-compatible runtime. Give the agent read access to your mail provider and a local ledger CSV, then invoke it by name or let the trigger phrases fire it automatically.
SKILL.md — Ready to Deploy
# Inbox-to-Invoice Reconciler
## Description
Reconciles vendor invoices found in an email inbox against a ledger export, flagging duplicates, amount mismatches, and unrecorded invoices. Produces a structured discrepancy report ready for an accounting review. Read-only by design — it never modifies the ledger or sends email.
## Trigger
Fires on: reconcile invoices, invoice reconciliation, check invoices against ledger, find duplicate invoices, month-end invoice check, vendor billing audit, are we double-paying. Also fires when the user mentions a month-end close and references invoices or vendor payments, even without naming reconciliation explicitly.
## Input
- **Inbox scope**: a mail label, folder, or search query (default: `label:invoices newer_than:45d`)
- **Ledger source**: path to a CSV or XLSX export with columns for vendor, invoice number, date, and amount
- **Period**: the date range being closed (defaults to the prior calendar month)
- **Tolerance**: acceptable amount variance in cents (default: 0)
## Steps
1. Query the inbox scope and collect every message with a PDF, PNG, or JPG attachment.
2. For each attachment, extract vendor name, invoice number, invoice date, anCopy the full SKILL.md and drop it into your agent's skills directory to activate this skill.