Today's Agent Skill: Inbox-to-Invoice Reconciler
What It Does
Vendor invoices land in your inbox, in accounting software, and sometimes in a shared drive — and none of the three agree. Finance teams burn hours each month manually matching PDFs against ledger entries to find the duplicate charge or the invoice that was never paid. This skill does that reconciliation pass automatically.
How It Works
The agent pulls invoice records from a source list (email attachments, exported PDFs, or a CSV), extracts vendor, invoice number, amount, and due date from each, then diffs that set against the ledger export. It flags four categories: unmatched invoices, unmatched ledger entries, amount mismatches, and probable duplicates based on fuzzy vendor plus amount matching.
How to Deploy It
Drop the SKILL.md below into your agent's skills directory (`~/.claude/skills/inbox-to-invoice-reconciler/SKILL.md` or your platform's equivalent) and make sure the agent has file read access to your invoice folder and ledger export. Invoke it by name or let the trigger phrases fire it during a normal finance conversation.
SKILL.md — Ready to Deploy
## Description
Reconciles a set of vendor invoices against a ledger or accounting export, producing a categorized exception report. Built for month-end close, AP audits, and duplicate-payment hunts. Does not modify accounting records — it reports only.
## Trigger
Fires on: reconcile invoices, match invoices to ledger, AP reconciliation, find duplicate payments, month-end close, which invoices are unpaid, invoice audit. Also fires when a user supplies both an invoice folder and a ledger export in the same request without naming the task.
## Input
- **Invoice source**: a folder path of PDFs, a CSV of invoice records, or a list of email attachment paths.
- **Ledger export**: CSV or XLSX with at minimum vendor, amount, date, and reference columns.
- **Optional**: date range to scope the run, tolerance threshold for amount matching (defaults to $0.01).
## Steps
1. Read the ledger export. Normalize vendor names (lowercase, strip legal suffixes like Inc/LLC/Ltd, collapse whitespace).
2. Extract from each invoice: vendor name, invoice number, total amount, invoice date, due date. Note any invoice where extraction fails and set it aside — do not guess.
3. Match on invoice number firsCopy the full SKILL.md and drop it into your agent's skills directory to activate this skill.