---
name: al-038-invoice-reconciliation
description: "Match invoices to payments and surface discrepancies. Use when the user wants help with reconciliation (finance) for a small business."
---

# Invoice reconciliation

Match invoices to payments and surface discrepancies.

## Inputs to collect first
Ask the user for anything below that they haven't already given you. Don't guess missing facts.

- Your own material (text, notes or data)

## Instructions

Do the task below with the user's inputs in place of each [bracket].

Here are invoices [paste] and payments received [paste]. Match them, list unpaid or partially paid invoices, duplicates, and amount mismatches in a table, and draft polite reminder emails for overdue ones.

## Safety checks (share these with the user)

- Check every figure, price and total against your own records before anything is sent, posted or booked. A person approves refunds, discounts, payments and price changes.
- Check names, dates, numbers and any claim against your own source material before you use the answer. AI can misread or invent details.
- Say clearly which parts need a person to review or approve before anything is sent, paid, posted or filed.

## About this skill

- Works with: ChatGPT, Claude, Gemini, Ramp, Brex
- Based on this real-world example: https://www.snowflake.com/en/artificial-intelligence/agents/examples/
- Free prompt from AgentPlaybook Real Estate: https://agentic-library.netlify.app/prompt/al-038-invoice-reconciliation/
- To install in an agent that supports Agent Skills, save this file as SKILL.md in a folder with the same name as `name` above (for example in your skills directory). Install steps for Claude.ai, Claude Code, Cursor and Codex: https://agentic-library.netlify.app/skills/