Today's Agent Skill: Inbox-to-Invoice Reconciler
What It Does
Vendor invoices land in email, get paid from a bank account, and get recorded in a spreadsheet — three systems that quietly drift apart. By the time month-end closes, someone spends a full afternoon matching PDF attachments against line items. This skill does that matching pass in minutes and hands you only the exceptions.
How It Works
The agent pulls invoice attachments from a labeled mail folder, extracts vendor, invoice number, date, and total from each one, then matches those tuples against rows in your ledger export. Exact matches get marked reconciled; near-matches within a tolerance band get flagged as probable; everything else lands in an unmatched pile with the reason it failed. Output is a three-bucket report, not a pass/fail.
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 give the agent read access to your mail client and a CSV export of your ledger. No write permissions are needed — the skill is read-and-report only, so you can run it against live accounting data without risk.
SKILL.md — Ready to Deploy
# Inbox-to-Invoice Reconciler
## Description
Matches vendor invoices received by email against recorded ledger entries, producing a reconciliation report split into matched, probable, and unmatched buckets. Read-only: never modifies the ledger or the mailbox.
## Trigger
Invoke on: "reconcile invoices", "match invoices to the ledger", "month-end invoice check", "which invoices haven't been recorded", "find missing invoices". Also trigger when the user mentions closing the books and references an email folder of invoices.
## Input
- `mail_source`: folder, label, or search query identifying invoice emails (e.g. `label:invoices after:2026-07-01`)
- `ledger_export`: path to a CSV with at minimum vendor, date, amount, and reference columns
- `period`: date range to reconcile
- `tolerance` (optional): amount delta treated as a probable match. Default $0.02 for rounding, or 1% where currency conversion is involved.
## Steps
1. Retrieve all messages matching `mail_source` within `period`. Collect attachments of type PDF, PNG, or JPG.
2. For each attachment, extract: vendor name, invoice number, invoice date, currency, total amount. Record extraction confidence per field.
3. Normalize veCopy the full SKILL.md and drop it into your agent's skills directory to activate this skill.