Today's Agent Skill: Inbox-to-Invoice Reconciler
What It Does
Vendor invoices land in your inbox as PDFs, Stripe receipts, and forwarded threads — then somebody has to match each one against what accounting actually recorded. That manual cross-check eats hours a month and still misses duplicates and overcharges. This skill does the reconciliation pass for you and flags only the discrepancies worth a human's attention.
How It Works
The agent scans a defined inbox label or folder for invoice-bearing messages, extracts vendor, invoice number, amount, date, and currency from each attachment or body, then compares that set against a ledger export you provide. It emits three buckets — matched, missing from ledger, and mismatched amounts — plus a duplicate-invoice-number check across the whole batch.
How to Deploy It
Drop the SKILL.md below into your agent's skills directory (for Claude Code, `~/.claude/skills/inbox-to-invoice-reconciler/SKILL.md`) and make sure the agent has read access to your mail source and the ledger CSV. Invoke it by name or let the trigger phrases fire it automatically at your month-end close.
SKILL.md — Ready to Deploy
# Inbox-to-Invoice Reconciler
## Description
Reconciles vendor invoices found in an email inbox against a bookkeeping ledger export. Produces a discrepancy report covering unrecorded invoices, amount mismatches, and duplicate invoice numbers. Built for month-end close, AP review, and spend audits where invoices arrive by email rather than through a procurement system.
## Trigger
Fires on: reconcile invoices, invoice reconciliation, match invoices to ledger, AP reconciliation, month-end close, check for duplicate invoices, did we pay this twice, unrecorded invoices. Also fires when the user supplies a ledger export and references an inbox or invoice folder in the same request.
## Input
- **Mail source** — inbox label, folder, or search query (e.g. `label:invoices after:2026/07/01`).
- **Ledger export** — CSV or spreadsheet with at minimum: vendor, invoice number, amount, currency, date posted.
- **Period** — date range for the reconciliation window.
- **Tolerance** (optional) — acceptable amount variance, default $0.01.
## Steps
1. Retrieve all messages matching the mail source within the period. Include attachments.
2. For each message, extract vendor name, invoice number, totaCopy the full SKILL.md and drop it into your agent's skills directory to activate this skill.