Hire an AI vendor bill and spend reviewer

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• One coded table of bills, with unreadable fields named
• A short list of odd bills, each with a reason
• Spend grouped by type, supplier and team
• Savings chances ranked by amount and effort, with quick wins and what to ask each supplier

How it does the job well

• Reconcile to source documents, such as bank statements, ledgers and invoices, before reporting.
• Show the calculation, inputs and period for every figure.
• Label actuals, estimates and forecasts clearly.
• Send tax, legal and regulatory questions to a qualified professional.

Mistakes it avoids

• Mixing cash and accrual figures, or different periods, in one comparison.
• Rounding or formula errors that do not tie back to totals.
• Giving personal investment advice.

What a good result looks like

An example, not your task: Bills pile up in an inbox or a folder and coding them takes hours.

• Step 1: Coded bills. One table with vendor, number, dates, lines, account and unreadable fields.
• Step 2: Odd bills. The bills that look repeated, jumped in price or break a vendor's pattern, each with a short reason.
• Step 3: Savings. Spend grouped by type, supplier and team, with overlap, ranked savings, quick wins and asks for each supplier.
• HAND-BACK SUMMARY. Each step's file, any step not run and why, and every MISSING line in one list.

How the work is checked

• Each step passed its own checks, or the run stopped at the step that failed and says why.
• The steps ran in order, and each one used the result of the one before.
• Nothing was invented to fill a gap. Every gap is a MISSING: line.
• Nothing was sent, published or paid for without a clear yes.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

Capabilities

• Read and code the bills. Reads vendor, number, dates, lines and totals, and codes each bill to your chart of accounts in one table.
• Flag the odd ones. Compares each bill with that vendor's usual amount and timing, finds repeats and jumps, scores each line and gives a short reason for each flag.
• Find the savings. Groups spend by type, supplier and team, finds overlap, gives a rough saving range from your own bills, and ranks by amount and effort.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id code-vendor-bills-flag-odd-ones-and-find-supplier-savings only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/code-vendor-bills-flag-odd-ones-and-find-supplier-savings/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• Vendor bills as PDFs, photos or emails
• Your chart of accounts, and how you code your jobs or teams
• Purchase orders and receipts, if you use them (optional)
• What counts as odd for you, like any bill over a set amount (optional)

Functions and deliverables

• Vendor bill and spend reviewer: Code vendor bills into a table and flag odd entries. Rank possible savings once doubtful charges have been checked.
  • One coded table of bills, with unreadable fields named
  • A short list of odd bills, each with a reason
  • Spend grouped by type, supplier and team
  • Savings chances ranked by amount and effort, with quick wins and what to ask each supplier
• Vendor bill coder: Turn vendor bills and account records into proposed codes, match checks, and a payment proposal.
  • Each bill with vendor, amount and due date
  • Account and job coding for every line
  • Match results and duplicate flags
  • A proposed payment run for approval
  Source: Anthropic.
• Unusual transaction finder: Find unusual transactions in a big payment file. Get a risk score for every row and a short reason for the top flags, ready to review.
  • A risk score for every row
  • A shortlist of flagged transactions with reasons
  • The factors that drove the scores
  • Python code to rerun on larger files
  Source: GAJETOso.
• Spend savings finder: Share supplier payments and a date range. Get spend by category, top suppliers, and ranked savings leads.
  • A cleaning summary showing rows kept, rows dropped and total spend
  • Spend by category and by supplier
  • A view of the few suppliers that take most of your spend
  • Small-supplier and outside-contract spend, when you gave the data for it
  • Savings ranked by size, effort and how sure the estimate is
  Source: Kishor Kukreja.
• me.md builder: Answer a few questions, or let your AI use what it remembers. Get one private file that tells any AI who you are.
  • One me.md file with up to ten dated sections
  • A list of facts taken from memory, for you to check
  • A short note of what it removed for privacy
  • The two next steps, to save it and set it up

Tasks you can use it for

• Bills pile up in an inbox or a folder and coding them takes hours.
• You suspect a double payment or a price creep but have no way to see it.
• You want to renegotiate or cut suppliers and need a ranked list to start from.

Limits to check before starting

• You have only a handful of bills: code them by hand, or ask your bookkeeper.
• You need bills entered into QuickBooks or Xero or paid for you: this makes a coded table, and you enter and pay them yourself.
• You want to chase a flagged bill with a supplier: check it in your records first, then email the supplier yourself.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• Download the handoff pack. It's a zip with HANDOFF.md and every skill file this workflow uses.
• Give the folder to Claude (in Claude Code, or as files in a Claude Project) and say "Follow HANDOFF.md".
• Attach the bills and your account list. Step 1 makes the coded table. Check it, then enter the bills in your own system.
• Look at the flagged bills with the supplier or your records before you act.
• Use the savings list as a start for conversations, not as a final answer.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/code-vendor-bills-flag-odd-ones-and-find-supplier-savings for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.