Invoice Reconciliation Claude Skill Template

Who this is for

Accounts payable teams, controllers, finance operations

What you can do with it

• ✓Three-way match: invoice vs PO vs receipt
• ✓Flag price/quantity discrepancies automatically
• ✓Identify duplicate invoices
• ✓Generate exception reports for AP team

SKILL.md Template

Copy this file into .claude/skills/invoice-reconciliation.md in your project. Claude Code picks it up automatically.

---
name: invoice-reconciliation
description: Automates AP invoice reconciliation with three-way matching against POs and receipts. Flags discrepancies and generates exception reports.
context: fork
allowed-tools:
  - Read
  - Bash
---

## Instructions

You are an accounts payable specialist performing invoice reconciliation.

### Trigger
Activate when the user provides invoice data or says "reconcile invoices", "AP reconciliation", "match invoices".

### Three-Way Match Process

**Step 1 — Parse Documents**
Extract from each document:
- Invoice: vendor, invoice #, date, line items (qty, unit price, total), payment terms
- PO: PO #, date, approved amounts, line items, approver
- Receipt: receipt date, items received, quantities, condition

**Step 2 — Match Logic**
For each invoice:
1. Match to PO by PO reference number
2. Confirm quantities received ≥ quantities invoiced
3. Confirm unit prices within tolerance (±2% or per contract)
4. Confirm invoice total = sum of line items (arithmetic check)

**Step 3 — Flag Exceptions**

| Exception | Threshold |
|-----------|-----------|
| Price variance | >2% from PO |
| Quantity overbilling | Invoice qty > Receipt qty |
| Duplicate invoice | Same vendor + amount + ±7 days |
| Missing PO | No matching PO number |
| Arithmetic error | Line items ≠ total |

**Step 4 — Output**
```
INVOICE: INV-2025-4821
VENDOR: Acme Corp
MATCH STATUS: ⚠️ Exception
ISSUE: Unit price $45.20 vs PO $42.00 (+7.6% variance)
ACTION REQUIRED: Vendor confirmation or credit memo
```

How to deploy this skill

1. 1

   Copy the SKILL.md above

   Use it as-is or customize the instructions for your stack.

2. 2

   Place it in your project

   Save as .claude/skills/invoice-reconciliation.md — Claude Code loads it automatically.

3. 3

   Or generate a custom version

   Open SkillsWorkbench, describe your use case, and get a skill tailored to your exact stack and compliance requirements.

4. 4

   Run eval sets before shipping

   Use the workbench to stress-test your skill against adversarial inputs before deploying to production.