Invoice reconciliation

The morning reconciliation run your team does by hand - done before they sit down, with every mismatch pointing at the exact rows that disagree.

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The brief

Written like you’d brief a person.

This is the whole setup - a procedure in plain language, with tools and specialist agents referenced inline. When it runs is not written here: that’s the trigger, configured beside it.

List overdue invoices with #yekar.stripe.list-invoices, reconcile them against the ledger export, append mismatches with their source rows to the review sheet with #yekar.google-sheets.append-rows, and draft reminders with #yekar.gmail.create-draft - sent only after finance approves.

How it runs

From trigger to logged outcome.

Trigger

Schedule - Every weekday at 7:00 in your business's timezone

Pull the invoices
Lists what is outstanding, overdue, or newly paid.
Match against the ledger
Reconciles each invoice against the accounting record.
Flag the mismatches
Every discrepancy lands in the review sheet with the rows that disagree.
Draft the follow-ups
Reminders and corrections are drafted, never sent on their own.

Where people stay in control

Nothing consequential runs on its own.

Reminder emails go out only after finance approves.
Ledger corrections are proposed, not applied.

Tools it uses

Runs on accounts you already have.

Stripe
QuickBooks
Xero
Google Sheets
Gmail

Connected once, governed per agent - this use case gets only the tools listed here.

Illustrative savings

$900–$2,400 / month

Assumes 200–600 invoices a month with a 4–7% mismatch rate investigated by hand today.

Illustrative monthly savings, estimated from typical handling time at public salary benchmarks, reviewed August 2026. Not a promise or a guarantee - your numbers depend on volume and process.

What makes this dependable

Put it to workRun recurring work on the business's clock Keep people in controlPut people in front of risky writes Run it reliablySee what drives agent spend

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