{ "schema": "aiblocks-page/1", "id": "agency-accounts-payable-agent", "type": "agent", "name": "Accounts payable reviewer", "summary": "Paste invoices, approved vendors and your approval rule. Get each invoice checked for duplicates and mismatches, plus a payment proposal to approve.", "headline": "Accounts payable reviewer", "subhead": "Paste the invoices you owe, your approved vendor list, your past payments and your approval rule. It checks each invoice, flags duplicates, wrong amounts and missing approvals, and writes a payment proposal and a period summary. A person approves and pays.", "job": { "id": "manage-accounting", "name": "Reconcile accounts and close the books" }, "level": "intermediate", "thinking": "high", "tested": true, "updated": "2026-11-03", "first_published": "2026-10-26", "inputs": [ { "type": "question", "required": true, "label": "Question", "what": "the problem, decision or piece of work you want help with, and what a good outcome looks like" }, { "type": "spreadsheet", "required": false, "label": "Spreadsheet", "what": "a spreadsheet with its data, formulas and charts" } ], "outputs": [ { "type": "audit_report", "required": true, "label": "Audit report", "what": "findings with evidence, severity, missing inputs and next actions" }, { "type": "plan", "required": true, "label": "Plan", "what": "a dated plan: what to do, in what order, with a decision rule for each step" } ], "you_give": [ "The invoices to check, with vendor, invoice number, date, amount, currency and any order or contract reference.", "Your approved vendor list, with names only. Do not paste full bank account numbers.", "Your past payments for the period, so it can spot duplicates.", "Your approval rule, such as the amount above which a person must sign off, and who that person is.", "The orders or contracts the invoices should match, and ledger or bank lines to reconcile against (optional)." ], "you_get": [ "An invoice check table that shows each invoice as fine, on hold or needing approval, with the reason.", "A payment proposal for the invoices that pass, with payee, amount, currency, reference and approver.", "A list of holds and escalations, such as duplicates, vendors not on your list and amounts that do not match.", "A reconciliation gap list and a paid, pending and unmatched summary, with each currency kept separate.", "Checks still needed before anyone pays." ], "use_when": [ "You pay a stack of supplier or contractor invoices each week and want them checked before you pay.", "An invoice looks a little different from the last one and you want to know if it is a duplicate or a mismatch.", "You need a clean list of what is due, who must approve it and what is on hold.", "Month end is close and you want a paid, pending and unmatched summary to give your accountant." ], "skip_when": [ "You want it to approve or send real payments. It will not. Use your accounting or bank software, with a person approving.", "You are chasing invoices that customers owe you. Use the Late invoice and cash forecast reviewer.", "You only want to find duplicates, wrong sums and missing receipts in a supplier batch. Use the Supplier invoice exception reviewer.", "You need a full match of your ledger against a bank statement. Use the Account reconciler.", "You are building payment software. Use the Payments and billing engineer agent." ], "output_sample": { "input": [ "The invoices to check, with vendor, number, date, amount and currency", "Your approved vendor list and past payments", "Your approval rule and who signs off", "Orders, contracts or ledger lines to match (optional)" ], "prerequisites": [ "An AI you can paste a table into, such as Claude, ChatGPT or Gemini", "Your accounting or bank software, to approve and make real payments" ], "output": [ { "name": "Invoice check", "contains": "Each invoice with vendor, duplicate and order checks, a status and the reason." }, { "name": "Payment proposal", "contains": "The invoices that pass, with payee, amount, reference and approver, for a person to approve." }, { "name": "Holds and escalations", "contains": "Invoices that cannot be paid yet, the problem and what clears it." }, { "name": "Reconciliation gaps", "contains": "Differences between invoiced, paid and posted amounts." }, { "name": "Period summary", "contains": "Paid, pending and unmatched items, with each currency kept separate." }, { "name": "Checks still needed", "contains": "Facts it could not confirm and steps to take before anyone pays." } ] }, "output_shape": "BRIEF AND ASSUMPTIONS\n period | invoices | approval rule | ASSUMED: | MISSING: \n\nINVOICE CHECK\n | | | approved vendor | duplicate | matches order | status | reason \n\nPAYMENT PROPOSAL (for a person to approve)\n | | | suggested method | approver | check before paying \n\nHOLDS AND ESCALATIONS\n | | what is needed to clear it \n\nRECONCILIATION GAPS\n | invoiced | paid | posted | difference \n\nPERIOD SUMMARY (each currency separate)\n paid | pending | unmatched \n\nCHECKS STILL NEEDED\n | ", "how_to_use": [ "Download the pack from this page and add it to your AI as a skill. Or paste SKILL.md into a new chat, then paste references/source-agent.md after it.", "Paste your invoices, approved vendors, past payments and approval rule. Mask any bank account numbers to the last four digits.", "Answer the questions it asks once. Anything missing is marked MISSING. It will not assume a vendor is approved.", "Read the holds first. Fix or explain each one, such as a duplicate or an amount that does not match.", "Check new or changed bank details with the vendor by a contact method you already trust. Do this before any payment.", "Pay through your own accounting or bank software, with your approver signing off. Record the payment there." ], "checks": [ "The result addresses your actual task and cites the evidence used.", "Examples, role-play experience and targets are kept separate from verified results.", "Claims of tests, memory, tool access or completed actions match what actually happened." ], "next": [ { "name": "Invoice totals checker", "url": "https://useaiblocks.com/skills/invoice-totals-checker", "why": "Invoice totals checker" } ], "source": { "by": "Michael Sitarzewski and Agency Agents contributors", "repo": "msitarzewski/agency-agents", "url": "https://github.com/msitarzewski/agency-agents/blob/b37b5bb33b78f2c1d6567d98e25ca818e3259219/specialized/accounts-payable-agent.md", "licence": "MIT", "original_name": "Accounts Payable Agent", "commit": "b37b5bb33b78f2c1d6567d98e25ca818e3259219" }, "credits": [ { "title": "Accounts Payable Agent", "by": "Michael Sitarzewski and Agency Agents contributors", "url": "https://github.com/msitarzewski/agency-agents/blob/b37b5bb33b78f2c1d6567d98e25ca818e3259219/specialized/accounts-payable-agent.md", "used": "Original agent profile, preserved in references/source-agent.md; AI Blocks adds setup and review instructions." } ], "files": [ "LICENSE", "references/source-agent.md", "SETUP.md", "source.json" ], "links": { "page": "https://useaiblocks.com/agents/agency-accounts-payable-agent", "markdown": "https://useaiblocks.com/agents/agency-accounts-payable-agent.md", "json": "https://useaiblocks.com/agents/agency-accounts-payable-agent.json", "instructions": "https://useaiblocks.com/skills/agency-accounts-payable-agent/SKILL.md", "download": "https://useaiblocks.com/skills/agency-accounts-payable-agent.zip", "api_item": "https://useaiblocks.com/api/v1/items/agency-accounts-payable-agent", "api_document": "https://useaiblocks.com/api/v1/documents/agent/agency-accounts-payable-agent", "mcp": "https://useaiblocks.com/mcp" } }