Today's Agent Skill: Inbox-to-Invoice Reconciler
What It Does
Finance inboxes fill with vendor invoices that never match what's already in the accounting system — duplicate submissions, slightly different totals, invoices for POs that were already closed. Someone spends Friday afternoon cross-checking PDFs against a ledger export, line by line. That's the job nobody schedules but everyone does.
How It Works
The skill ingests a batch of invoice documents plus a ledger or AP export, normalizes vendor names and amounts, then matches each invoice against existing records on a three-key composite: vendor, amount, and date window. It classifies every invoice as new, duplicate, amount-mismatch, or orphan, and returns a triage table with the specific discrepancy called out rather than a generic flag.
How to Deploy It
Drop the SKILL.md 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) and restart the session so the trigger phrases register. Point it at a folder of invoice PDFs and a CSV ledger export — no API keys or connectors required for the first run.
SKILL.md — Ready to Deploy
## Description
Reconciles a batch of incoming vendor invoices against an existing accounts-payable ledger. Detects duplicate submissions, amount mismatches, and invoices with no matching purchase order. Outputs a triage table that names the specific discrepancy for each item instead of a generic pass/fail.
## Trigger
Activate on: `reconcile invoices`, `check these invoices against the ledger`, `duplicate invoice check`, `AP reconciliation`, `match invoices to POs`, `did we already pay this`. Also activate when the user supplies both a set of invoice documents and a ledger/AP export in the same request, even without explicit reconciliation language.
## Input
1. **Invoice source** — a folder path, list of file paths, or pasted invoice text. Accepts PDF, image, CSV, or plain text.
2. **Ledger source** — a CSV, XLSX, or pasted table export from the accounting system. Must contain at minimum: vendor name, invoice number, amount, date, status.
3. **Optional** — date tolerance in days (default 7), amount tolerance as a percentage (default 0).
## Steps
1. Parse every invoice into a normalized record: vendor, invoice number, amount, currency, issue date, PO reference if present.
2. NCopy the full SKILL.md and drop it into your agent's skills directory to activate this skill.