What problem does it solve?
Processing incoming vendor invoices manually risks paying duplicates, missing overcharges, and losing track of which invoices have been reviewed. This Skill standardizes every invoice run so each invoice is extracted, matched against purchase orders, checked for duplicates, recorded in a ledger, and posted for human approval — without the agent ever touching payment.
Core Features & Use Cases
- Invoice Extraction: Pulls vendor, invoice number, date, total, and line items from PDF, image, or embedded-table email attachments in a Gmail label.
- PO Matching & Overcharge Detection: Compares each line item's unit price against the PO's agreed price within a configurable tolerance, and checks totals against the PO's remaining authorized balance.
- Duplicate Detection: Flags exact invoice-number matches and likely resends (same vendor, amount, and near-identical line items within 30 days).
- Ledger Recording & Slack Approval: Appends every invoice — clean or flagged — to the AP ledger with its Gmail message ID for idempotency, then posts a batch summary to Slack for human approval.
- Use Case: A cron fires daily; the agent reads the AP ledger, pulls new invoice emails, matches them against open POs, flags one invoice billed 8% over the agreed line price, and posts the batch to the approval channel — leaving all payment decisions to a person.
Quick Start
Ask the agent to process all new vendor invoices from the invoice email label, match them against the PO tab and AP ledger, flag any duplicates or overcharges, and post the results to the approval channel.
