Today's Agent Skill: Inbox-to-Invoice Reconciler
What It Does
Finance teams lose hours every month matching vendor invoices sitting in email against what actually cleared the bank. The mismatches are usually small — a duplicate charge, a partial payment, an invoice paid twice — but finding them means scrolling two systems side by side. This skill does that reconciliation pass for you and reports only the exceptions.
How It Works
The agent pulls invoice attachments and payment-confirmation emails from a date-bounded inbox search, extracts vendor, invoice number, amount, and date from each, then matches them against a transaction export you supply. It emits a three-bucket report: matched, unmatched invoices (billed, not paid), and unmatched payments (paid, no invoice on file). Fuzzy vendor-name matching handles the 'ACME Corp' vs 'Acme Corporation' problem.
How to Deploy It
Drop the SKILL.md below into your agent's skills directory (e.g. `~/.claude/skills/inbox-to-invoice-reconciler/SKILL.md`) and make sure the agent has read access to your email and the folder holding your transaction CSV. Invoke it by name or just say 'reconcile last month's invoices' — the trigger block handles natural phrasing.
SKILL.md — Ready to Deploy
# Inbox-to-Invoice Reconciler
## Description
Reconciles vendor invoices found in email against a bank or card transaction export, producing an exceptions-only report. Designed for monthly close, quarterly audit prep, or any time the books feel off by an amount nobody can name. Read-only by default — it never marks anything paid, sends anything, or touches the accounting system.
## Trigger
Activates on: reconcile invoices, invoice reconciliation, match invoices to payments, did we pay this invoice, monthly close reconciliation, find duplicate payments, unpaid invoices, what invoices are outstanding. Also triggers when the user supplies a transaction export and asks what doesn't line up.
## Input
- **Date range** (required). Default to the previous calendar month if unspecified.
- **Transaction export** (required): CSV or XLSX with at minimum date, description, amount columns. Ask for the path if not given.
- **Mailbox scope** (optional): defaults to the primary inbox plus archive. Accepts a label or folder filter.
- **Tolerance** (optional): amount-match window, defaults to $0.02 to absorb rounding and FX drift.
## Steps
1. Search the mailbox for messages in the date range whoseCopy the full SKILL.md and drop it into your agent's skills directory to activate this skill.