Today's Agent Skill: The Inbox-to-Invoice Reconciler
What It Does
Every month someone in accounting cross-checks a pile of vendor invoices against bank or card transactions, line by line, in a spreadsheet. It's slow, it's error-prone, and the mismatches that matter — duplicate charges, price creep, invoices that never got paid — are exactly the ones that get missed at hour three. This skill hands that reconciliation pass to an agent and gives you back a short exception list instead of a long spreadsheet.
How It Works
The skill takes two inputs — a set of invoices (PDFs, emails, or extracted rows) and a transaction ledger export — and normalizes both into a common shape: vendor, date, amount, reference. It then matches on amount and date window with fuzzy vendor-name resolution, and buckets everything that doesn't cleanly pair into four exception types: unmatched invoice, unmatched charge, duplicate, and amount variance. What comes back is only the rows that need a human decision.
How to Deploy It
Drop the SKILL.md below into your agent's skills directory (`~/.claude/skills/inbox-to-invoice-reconciler/SKILL.md` or your platform's equivalent) and make sure the agent has file-read access to wherever your invoices and ledger exports land. Point it at a folder and a CSV, and it runs unattended — no API keys or connectors required beyond file access.
SKILL.md — Ready to Deploy
# Inbox-to-Invoice Reconciler
## Description
Reconciles a batch of vendor invoices against a transaction ledger and returns only the exceptions that require a human decision. Replaces manual line-by-line spreadsheet matching during month-end close, expense audits, or vendor disputes.
## Trigger
Invoke when the user says: reconcile invoices, match invoices to transactions, month-end close, check for duplicate charges, why doesn't the ledger balance, vendor payment audit, reconcile the card statement. Also trigger when a user supplies both an invoice set and a transaction export in the same request, even without reconciliation language.
## Input
- **Invoice source**: a folder of PDFs, an email export, or a structured file (CSV/XLSX). Required fields per invoice: vendor name, invoice date, total amount, invoice number.
- **Ledger source**: a CSV/XLSX export from bank, card, or accounting system. Required fields: posting date, description, amount.
- **Optional parameters**: date tolerance in days (default 5), amount tolerance as a percentage (default 0.5%), currency (default USD).
## Steps
1. Parse both sources into a normalized table: `{vendor, date, amount, reference, source}`. FCopy the full SKILL.md and drop it into your agent's skills directory to activate this skill.