Today's Agent Skill: Inbox-to-Invoice Reconciler
What It Does
Vendor invoices land in your inbox, get forwarded to accounting, and then vanish into a spreadsheet nobody trusts. By month-end you're cross-checking PDFs against bank lines by hand, and the mismatch you find on the 28th is always the one that costs you. This skill turns that scavenger hunt into a two-minute reconciliation pass.
How It Works
The agent scans a defined inbox label or folder for invoice attachments, extracts vendor, invoice number, amount, due date, and PO reference from each PDF or email body, then matches those records against a ledger export you provide. It flags three states — matched, amount mismatch, and unmatched — and writes a reconciliation table plus a short exception list naming only the rows a human needs to touch.
How to Deploy It
Drop the SKILL.md below into your agent's skills directory (for Claude Code, `~/.claude/skills/inbox-to-invoice-reconciler/SKILL.md`) and restart the session so the trigger phrases register. Point the Input section at your actual mail label and ledger export path, then run it once against a closed month to confirm the matching tolerance is set where you want it.
SKILL.md — Ready to Deploy
# Inbox-to-Invoice Reconciler
## Description
Reconciles vendor invoices received by email against a ledger or bank export, producing a matched/mismatched/unmatched breakdown and a short exception list for human review. Built for the month-end close pass, but safe to run weekly to catch drift early.
## Trigger
Activates on: reconcile invoices, invoice reconciliation, match invoices to ledger, month-end close, check vendor payments, unpaid invoices, invoice audit. Also triggers when the user shares a ledger export and asks what doesn't line up.
## Input
- **Mail source**: label, folder, or search query identifying invoice emails (e.g. `label:invoices after:2026/07/01`)
- **Ledger export**: CSV or XLSX with at minimum date, description, amount columns
- **Period**: date range to reconcile
- **Tolerance** (optional): amount variance treated as a match, default $0.01
## Steps
1. Retrieve all messages matching the mail source within the period. Note the total count before filtering.
2. For each message, extract from the attachment or body: vendor name, invoice number, invoice date, due date, total amount, currency, PO reference if present. Record the source message ID for every extraCopy the full SKILL.md and drop it into your agent's skills directory to activate this skill.