Today's Agent Skill: Inbox-to-Invoice Reconciler
What It Does
Finance teams lose hours every month cross-checking vendor invoices sitting in email against what actually cleared in the accounting system. Discrepancies get caught late, duplicate payments slip through, and the month-end close drags. This skill turns that manual reconciliation into a single agent pass.
How It Works
The agent scans a defined mailbox folder for invoice attachments and body-embedded invoice data, extracts vendor name, invoice number, amount, date, and PO reference into a normalized record set. It then compares each record against an exported ledger or accounts-payable CSV, flagging three categories: unmatched invoices, amount mismatches, and duplicate invoice numbers. Output is a reconciliation table plus a short exception summary ranked by dollar impact.
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 client and the ledger export path. Invoke it by name or let the trigger phrases fire it automatically during month-end close.
SKILL.md — Ready to Deploy
# Inbox-to-Invoice Reconciler
## Description
Reconciles vendor invoices found in an email inbox against an accounts-payable ledger export, surfacing unmatched, mismatched, and duplicate entries ranked by dollar impact. Built for month-end close and mid-cycle AP spot checks.
## Trigger
Fires on: reconcile invoices, invoice reconciliation, match invoices to ledger, AP reconciliation, check for duplicate payments, month-end invoice check, did we pay this invoice. Also fires when the user shares an AP export and asks what looks wrong.
## Input
- Mailbox folder or label containing vendor invoices (default: `Invoices`)
- Date range to reconcile (default: prior calendar month)
- Path to ledger or AP export (CSV/XLSX) with at minimum: vendor, invoice number, amount, payment date
- Optional: materiality threshold below which discrepancies are grouped rather than itemized (default: $50)
## Steps
1. Enumerate messages in the target folder within the date range. Include both attachments (PDF, image) and invoice data in message bodies.
2. Extract per invoice: vendor name, invoice number, invoice date, total amount, currency, PO reference. Normalize vendor names (strip legal suffixes, casingCopy the full SKILL.md and drop it into your agent's skills directory to activate this skill.