Cookbook
Turn invoice PDFs into ledger entries
Extract every invoice field twice, reconcile the two passes, and queue only the mismatches.
Financeadvanced
What this does
- Parses every invoice PDF and runs two independent extraction sub-agents on each
- Reconciles both passes field by field and never guesses on a disagreement
- Matches clean invoices against the open PO before anything posts
- Logs every processed invoice so a re-sent PDF is never double-posted
Workflow
- Trigger
New invoice in the inbox
Watches the AP inbox and the drive drop folder, running in the cloud as long as the backlog takes.
- Shell
Parse the PDF
Extract raw text and line items from each invoice file.
- Prompt
Run two independent passes
Two sub-agents extract vendor, amount, PO, and line items separately.
- Prompt
Reconcile the passes
Compare field by field; anything that disagrees is a mismatch.
- Prompt
Match the PO
Check the reconciled invoice against the open PO in the ledger sheet.
- Result
Post or queue
Clean matches post to the ledger; mismatches queue for review.
Recommended skills
Reusable skills the recipe pulls in, add them once, every agent can use them.
Invoice field schemaThe exact fields every invoice must yield, vendor, amount, date, PO, line items
Dual-pass reconciliationCompare two independent extractions and isolate disagreeing fields
PO matchingMatch a reconciled invoice to its purchase order and flag quantity or price gaps
How to use this recipe
- 1Connect Gmail, the drive drop folder, the ledger sheet, and Slack
- 2Set the trigger to watch the AP inbox for new invoices in real time
- 3Paste the prompt; first run it asks your PO tolerance and review channel, then remembers them
- 4Review only the mismatch queue in Slack, clean matches post themselves
Recipe files
invoice-inbox-processing/
recipe.mdskill.mdjobs-setup/
ap-inbox-sweep.mdskills/
invoice-field-schema.mddual-pass-reconciliation.mdpo-matching.mdworkflow.jsonCopy the prompt
Install the "Turn invoice PDFs into ledger entries" recipe from the Eluu cookbook. 1. Fetch https://eluu.ai/cookbook/invoice-inbox-processing/skill.md and save it into your skills folder as "invoice-inbox-processing". 2. Ask me its first-run questions and store my answers in memory. 3. Offer to schedule the recurring jobs listed in the skill; only create the ones I approve. 4. Then run the skill once end to end so we can review the output together.
eluu.ai/cookbook/invoice-inbox-processing.md
Paste it into any agent. It fetches the recipe file and pulls in the skills and prompts on its own, the prompt stays short, the detail lives at the URL.
