Today's Agent Skill: Invoice Reconciliation Sweep
What It Does
Finance inboxes fill up with vendor invoices that never quite match the purchase orders or the amounts already paid. Someone ends up eyeballing PDFs against a spreadsheet line by line, and the mismatches that slip through become overpayments nobody catches until quarter close. This skill does the cross-check automatically and only surfaces the discrepancies.
How It Works
The agent ingests a batch of invoices plus a reference ledger, normalizes vendor names, dates, and amounts into a common shape, then matches each invoice against its expected record. It flags four failure classes — amount mismatch, duplicate invoice number, missing PO reference, and date-outside-terms — and returns a triage table rather than a wall of confirmations.
How to Deploy It
Drop the SKILL.md below into your agent's skills directory (`~/.claude/skills/invoice-reconciliation/SKILL.md` or your platform's equivalent) and restart the session so the trigger phrases register. Point it at a folder of invoice PDFs and a CSV export of your ledger, then run it on a weekly cadence before the payment batch goes out.
SKILL.md — Ready to Deploy
## Description
Reconciles a batch of vendor invoices against a reference ledger or purchase-order export, surfacing only the records that fail validation. Designed for accounts-payable review cycles where the volume of correct invoices vastly exceeds the exceptions, and manual line-by-line comparison wastes hours.
## Trigger
Activates on: reconcile invoices, invoice reconciliation, check invoices against POs, AP review, match invoices to ledger, find billing discrepancies, invoice sweep, vendor payment check. Also triggers when a user supplies both an invoice batch and a ledger file and asks whether anything looks wrong.
## Input
- **Invoice source** — a folder of PDFs, a CSV export, or pasted invoice text. Required.
- **Reference ledger** — CSV or spreadsheet with columns for vendor, PO number, expected amount, and payment terms. Required.
- **Tolerance** — acceptable variance in currency or percent. Optional, defaults to $0.01.
- **Date window** — restrict to invoices in a period. Optional, defaults to all.
## Steps
1. Parse every invoice into a normalized record: vendor name, invoice number, invoice date, PO reference, line items, total.
2. Normalize vendor names by stripCopy the full SKILL.md and drop it into your agent's skills directory to activate this skill.