All skills
Finance
Supplier invoice triage and intake
Reads incoming invoices, validates against the purchase order, and prepares an entry for bookkeeping.
GmailDriveERP
When to run it
Every new file in the invoices folder or the suppliers inbox.
The steps
- 01Extracts supplier, amount, VAT, date and PO number
- 02Cross-checks against the purchase order and flags gaps
- 03Classifies to a budget line based on history
- 04Prepares a bookkeeping entry, pending approval
What comes out
An invoice captured and classified, with a flag on every gap.
SKILL.mdClaude Code · Skills
--- name: invoice-triage description: Reads incoming invoices, validates against the purchase order, and prepares an entry for bookkeeping. category: Finance --- ## When to run it Every new file in the invoices folder or the suppliers inbox. ## The steps 1. Extracts supplier, amount, VAT, date and PO number 2. Cross-checks against the purchase order and flags gaps 3. Classifies to a budget line based on history 4. Prepares a bookkeeping entry, pending approval ## What comes out An invoice captured and classified, with a flag on every gap.
Got a process that's blocking the organization? Let's open it.
30 minutes. No selling, no slides. We map the first step together and check whether there is ROI here.
This is what a Tuesday morning looks like, three months after we start:
- The procurement manager doesn't type orders. She approves them.
- The shift manager gets a brief at 6:50, before he walks onto the floor.
- The IT person answers questions. He is no longer the bottleneck.