Receipt Finder & Organizer
Find likely emailed receipts, separate them from invoices and non-receipts, deduplicate, review, forward, file monthly, and reconcile every outcome.
What problem does Receipt Finder & Organizer solve?
A mailbox receipt workflow can forward invoices or promotions, miss image receipts, send the same receipt twice after a retry, file the wrong attachment, or lose track of what happened after an interruption.
Use it to
- Dry-run a month of receipt email before anything is forwarded
- Keep invoices and uncertain payment evidence out of automatic receipt handling
- Prevent duplicate finance forwards after retries or interrupted runs
- Create monthly receipt folders with an auditable reconciliation ledger
What it returns
- Receipt ledger with extracted merchant, date, amount, currency, identifier, message, attachment, and disposition evidence
- Review queue for invoices, unsupported attachments, missing OCR, ambiguity, and conflicting transaction evidence
- Stable forward and storage action identifiers with interruption-safe reconciliation
- Summary JSON, findings CSV, monthly filing plan, and owner review memo
A representative input and result
Access and approval boundaries
- Read access to authorized mailbox search results, message bodies, and supported attachments through the active provider tool.
- Write access to the selected local review folder and persistent processing ledger.
- For an approved live run only, permission to forward to the exact finance destination and save to the exact monthly storage target named in the capability contract.
- No browser automation, credentials file, environment-variable, deletion, mailbox-state change, or recurring schedule is required by the bundled helper.
Known limitations
- Only normalized-message dry runs and the synthetic filesystem adapter are tested. Live mailbox, storage, OCR, and accounting integrations are not claimed.
- PDF text and image OCR require explicit provider capabilities. Unsupported or ambiguous attachments route to review.
- Classification is evidence-based, not infallible. Unpaid invoices, conflicts, and uncertain matches require human review.
- Exactly-once retry safety requires provider idempotency or stable lookup by action marker. Without one of those capabilities, the workflow must stop before retrying an uncertain forward.
- The skill does not decide tax deductibility, business purpose, reimbursement eligibility, or accounting treatment.
Questions
Does it connect to Gmail, Fastmail, or Outlook?
No brand-specific live connector is claimed in version 1. The skill first checks whether the active agent has an authorized provider path that satisfies the documented capability contract.
What happens before the first real forwarding batch?
A dry run is reviewed, the finance destination and storage target are confirmed, and an owner approval tied to their configuration fingerprint is required.
How are duplicates detected?
The helper checks stable message identifiers, attachment SHA-256 hashes, receipt numbers, and transaction fingerprints while keeping legitimate same-merchant same-amount transactions distinct when their dates or identifiers differ.
Can it distinguish an invoice from a paid receipt?
It will not automatically treat an invoice as paid without payment evidence. Invoices and conflicting evidence route to human review.
What happens if a run stops after forwarding?
The next run checks the stable provider action marker before retrying. The synthetic interruption test proves that the same receipt is not forwarded twice.
Does it support image receipts?
Only when an authorized OCR capability is available and recorded. Otherwise the image is routed to review without a receipt claim.
Does it create a recurring monthly automation?
No. The skill defines monthly filing behavior, but creating or scheduling a recurring automation requires separate authorization.
Receipt Finder & Organizer keeps proof and approval boundaries visible.
The listing includes the tested package, realistic samples, declared permissions, and known limitations.
Get Receipt Finder & Organizer on Agensi