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 isn't fraud — it's a duplicate charge, a stale PO number, or an invoice that arrived twice under different subject lines. This skill does the cross-referencing before anyone opens a spreadsheet.
How It Works
The agent pulls invoice attachments and body text from a defined inbox label, extracts vendor, invoice number, amount, and due date into a normalized record, then diffs that set against an exported payment ledger. Anything that doesn't reconcile — unpaid, overpaid, duplicated, or missing a matching ledger line — gets flagged with the reason and the source email link.
How to Deploy It
Drop the SKILL.md into your agent's skills directory and give it read access to your mail provider plus the ledger export path. Point the Trigger section at your actual label name and run it on a weekly cron before the payables review.
SKILL.md — Ready to Deploy
# Inbox-to-Invoice Reconciler
## Description
Reconciles vendor invoices received by email against a payment ledger export, flagging unpaid, duplicate, overpaid, and orphaned records. Produces a review-ready exception list so a human only touches the items that actually need judgment.
## Trigger
Invoke on: "reconcile invoices", "match invoices to payments", "what did we not pay", "invoice exceptions", "payables review". Also fires on a scheduled run (weekly, before the payables meeting) when a ledger export is present.
## Input
- Mail source: label or folder containing vendor invoices (default: `Invoices`)
- Date window: defaults to the trailing 45 days
- Ledger export: CSV or JSON with columns `date`, `vendor`, `amount`, `reference`
- Optional: vendor alias map for name normalization (`Acme Corp` = `ACME CORPORATION`)
## Steps
1. Fetch all messages in the mail source within the date window, including attachments.
2. For each message, extract: vendor name, invoice number, total amount, currency, issue date, due date, and the message permalink.
3. Normalize vendor names using the alias map; strip legal suffixes and casing differences before comparison.
4. Deduplicate the invoice Copy the full SKILL.md and drop it into your agent's skills directory to activate this skill.