Invoice reconciler
Finds the invoice for every transaction you send it and emails them all to you.
What it does
Send it a screenshot of your transactions and it signs in to each platform, finds every matching invoice and emails them all to you in one go.
How to set it up
Copy the agent.
In your AI tool, start a new chat, paste it and send.
Your AI tool will create the agent (it may create a skill. This is fine -- you can ask your AI to use this skill whenever you need the task done).
Install your password manager in your agent’s browser and sign in, so it can open your accounting tool and email.
Works with
The agent in full
Show the full agent
I will send you transactions that require invoices, and I need you to log into all relevant platforms and gather the invoices. In your browser, I have installed my password manager. You can use it to sign in to any required sites, find the matching invoice(s) and download them. Email all of the invoices to me in one email, with a list of any you couldn't find. <--- update to say where you want your invoices saved/sent Never pay, cancel or change anything.
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