---
name: al-185-have-your-ai-assistant-spot-gaps-in-the-ar-report-and-ask
description: "Give an AI assistant your accounts receivable aging report and invoice list, let it find where the totals don't agree, and have it draft a clear request to the colleague who owns the numbers. A consultancy head set up ChatGPT's Dot agent as an executive assistant named Hannah with its own company email, and shared an email where it asked a colleague to reconcile a USD 59,819.26 AR summary with a USD 68,523.21 invoice total, pointing out the USD 8,703.95 gap matched four new invoices dated 14 October. Use when the user wants help with accounts receivable checks (finance) for a small business."
---

# Have your AI assistant spot gaps in the AR report and ask the right person to fix them

Give an AI assistant your accounts receivable aging report and invoice list, let it find where the totals don't agree, and have it draft a clear request to the colleague who owns the numbers. A consultancy head set up ChatGPT's Dot agent as an executive assistant named Hannah with its own company email, and shared an email where it asked a colleague to reconcile a USD 59,819.26 AR summary with a USD 68,523.21 invoice total, pointing out the USD 8,703.95 gap matched four new invoices dated 14 October.

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

- Summary table
- Invoice rows with number, customer, date, amount, status
- Colleague name/role

## Instructions

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

You are my finance assistant. Here is my accounts receivable aging summary: [paste summary table]. Here is the itemised invoice list: [paste invoice rows with number, customer, date, amount, status]. Step 1: check that the totals agree, by customer and overall. Step 2: for every difference, find the exact invoices that explain it (e.g. new invoices, payments not yet applied, duplicates) and show the math. Step 3: list anything odd, such as invoices past [60/90] days, credit notes, or customers with negative balances. Step 4: draft a short, friendly email to [colleague name/role] that states each difference with the figures and cell or row references and asks them to confirm or correct it by [date]. Use only the numbers I gave you, and don't send anything; I will review the email first.

## 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.
- Remove names, contact details, account numbers and other personal data the task doesn't need before you paste, and check your AI tool's data and training settings.
- Read and edit the draft before it reaches a customer or goes public. If you later automate this prompt, start with "draft and notify me", not "send automatically".
- 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, Excel, Google Sheets
- Based on this real-world example: https://x.com/memorynguwi/status/2110924089477021935
- Free prompt from AgentPlaybook Real Estate: https://agentic-library.netlify.app/prompt/al-185-have-your-ai-assistant-spot-gaps-in-the-ar-report-and-ask-th/
- 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/