Today's Agent Skill: Inbox-to-Invoice Reconciler
What It Does
Vendor invoices arrive as PDF attachments scattered across your inbox, and matching them against what your accounting system already recorded is a monthly slog. Duplicates slip through, amounts get transposed, and nobody catches it until reconciliation week. This skill turns that chore into a single pass.
How It Works
The agent scans a defined mailbox window for invoice-bearing messages, extracts vendor, invoice number, date, and total from each attachment, then diffs that set against an exported ledger. It flags three categories: unrecorded invoices, amount mismatches, and likely duplicates.
How to Deploy It
Drop the SKILL.md into your agent's skills directory and give it read access to a mail source plus a CSV or JSON ledger export. Invoke it with a date range, and it returns a reconciliation table with every exception ranked by dollar impact.
SKILL.md — Ready to Deploy
## Description
Reconciles vendor invoices found in email against a ledger export, surfacing unrecorded invoices, amount mismatches, and duplicate submissions. Built for AP clerks, bookkeepers, and solo operators who process invoices by hand each month.
## Trigger
Activates on: reconcile invoices, invoice reconciliation, match invoices to ledger, AP reconciliation, find missing invoices, check for duplicate invoices, month-end AP close. Also triggers when a user describes chasing down unmatched vendor bills, even without naming reconciliation.
## Input
- `date_range` (required): start and end dates for the mail scan.
- `ledger_export` (required): path to a CSV or JSON file with columns for vendor, invoice_number, invoice_date, amount.
- `mailbox` (optional): folder or label to scan. Defaults to the inbox.
- `tolerance` (optional): acceptable amount variance in currency units. Defaults to 0.
## Steps
1. Scan the mailbox across `date_range` for messages with PDF, image, or HTML attachments.
2. For each attachment, extract vendor name, invoice number, invoice date, and total. Record the source message ID alongside each extraction.
3. Normalize vendor names — strip legal suffixesCopy the full SKILL.md and drop it into your agent's skills directory to activate this skill.