Today's Agent Skill: Inbox-to-Invoice Reconciler
What It Does
Finance teams lose hours every month matching vendor invoices buried in email against what actually cleared the bank. The mismatch usually surfaces weeks later, during close, when nobody remembers the context. This skill catches discrepancies the same day they appear.
How It Works
The agent scans a designated invoice inbox folder, extracts vendor name, invoice number, amount, and due date from each message or attachment, then cross-references those fields against a payment export from your accounting system. Anything unmatched, duplicated, or off by more than a set tolerance gets flagged into a reconciliation table with a suggested disposition.
How to Deploy It
Drop the SKILL.md below into your agent's skills directory and grant it read access to the invoice inbox plus the folder holding your payment export CSV. Set the TOLERANCE and CURRENCY values in the Notes section to match your accounting policy before the first run.
SKILL.md — Ready to Deploy
## Description
Reconciles vendor invoices received by email against actual payments recorded in an accounting export. Produces a discrepancy table with suggested dispositions so a human can approve or correct in one pass instead of hunting through threads.
## Trigger
Invoke when the user says: reconcile invoices, match invoices to payments, invoice reconciliation, check what we paid, close the books on vendor payments, find duplicate invoices, or when a monthly close checklist item references AP reconciliation.
## Input
- An email folder or label containing vendor invoices (e.g. `Finance/Invoices`)
- A payment export file (CSV or XLSX) with at minimum: date, payee, amount, reference
- Optional: a date range. Defaults to the prior calendar month.
## Steps
1. List every message in the invoice folder within the date range. Include attachments.
2. For each invoice, extract: vendor name, invoice number, invoice date, due date, total amount, currency. Read attachments when the body is a bare cover note.
3. Normalize vendor names — strip legal suffixes, collapse whitespace, lowercase — so "Acme Corp." and "ACME CORPORATION" match.
4. Load the payment export. Normalize payee names tCopy the full SKILL.md and drop it into your agent's skills directory to activate this skill.