Today's Agent Skill: Invoice Reconciliation Assistant
What It Does
Finance teams spend hours each month manually matching invoices to purchase orders, hunting for discrepancies, and chasing approvals. Errors slip through, payments get delayed, and vendor relationships suffer — all because of a process that's 90% pattern-matching. An agent can do that pattern-matching in seconds.
How It Works
The skill ingests invoice and PO data (CSV, pasted tables, or structured text), cross-references line items, amounts, and vendor names to flag mismatches, missing PO references, and duplicate charges. It outputs a tiered reconciliation report sorted by severity — critical holds, warnings, and clean matches — ready for human sign-off.
How to Deploy It
Drop the SKILL.md into your agent's skills directory and trigger it by saying 'reconcile invoices' followed by your invoice batch. The agent expects pasted CSV data or file paths to invoice and PO exports from your ERP or accounting tool.
SKILL.md — Ready to Deploy
## Description
Automates matching of vendor invoices against purchase orders, flags discrepancies by severity, and produces a finance-ready reconciliation report.
## Trigger
User says: "reconcile invoices", "match these invoices to POs", "check invoices for discrepancies", or pastes invoice data containing the word "reconcile."
## Input
- Invoice data: CSV or pasted table with fields: invoice_number, vendor, date, line_item, amount
- PO data: same format with fields: po_number, vendor, approved_amount, line_item
- Optional: tolerance threshold for amount mismatches (default: $0.01)
## Steps
1. Parse and normalize both datasets — standardize vendor names, strip whitespace, convert all amounts to the same currency unit.
2. Attempt exact match on invoice_number → po_number linkage. Flag any invoice with no PO reference as UNLINKED.
3. For matched pairs, compare line items and amounts. Flag discrepancies exceeding the tolerance threshold as MISMATCH.
4. Scan the invoice dataset for duplicate invoice numbers. Flag any duplicates as DUPLICATE and exclude from further processing until resolved.
5. Summarize: total invoices, exact matches, mismatches, unlinked, and duplicates.
6. Sort oCopy the full SKILL.md and drop it into your agent's skills directory to activate this skill.