Fix invoice capture exceptions before posting: AI agent prompt
Resolve invoice capture errors—mismatched vendor item numbers, messy PO references, and line-level mapping issues—before the invoice hits finance, like Asurion's Copilot Studio Invoice Capture Derivation agent that lifted touchless processing from under 20% to over 70%.
FinanceAccounts payableintermediateThe prompt
Act as an accounts-payable exception agent. Purchase order: [paste PO lines: PO #, internal item/SKU, qty, price]. Invoice capture errors: [paste vendor item #, description, qty, price, error message]. Mapping rules: [paste how vendor item numbers map to our SKUs, or examples of past fixes]. For each error: say what is wrong, the safest fix (trim/adjust item #, map to the matching PO line, correct PO # if the vendor appended junk), and the corrected fields. Flag anything ambiguous for a human. Output a table: error, proposed fix, confidence (high/medium/low), needs human (yes/no). Do not invent SKUs that aren't on the PO or in the mapping rules.
How to use it
- Copy the prompt above.
- Replace every [bracket] with your own details (or fill in the blanks on AgentPlaybook Real Estate, which remembers your answers for the next prompt).
- Paste it into ChatGPT, Claude, Gemini and review the answer before you use it.
Works with: ChatGPT, Claude, Gemini, Microsoft Copilot Studio, Power Automate, Dynamics 365 Finance
Real-world example: microsoft.com/en/customers/story/27456-asurion-insurance-services-micr
Featured in: ChatGPT prompts for bookkeeping, accounting firms and small-business finance
Before you use it: what to check
Already built into this prompt
- Flag anything ambiguous for a human.
- Output a table: error, proposed fix, confidence (high/medium/low), needs human (yes/no).
- Do not invent SKUs that aren't on the PO or in the mapping rules.
Check yourself
- 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.
Using an AI agent? Download this prompt as a SKILL.md agent skill with these checks built in, or get the .zip for Claude.ai. How to install skills.
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