Ledger

Invoices and subcontractor quotes land in the inbox all week. Someone still opens each one and types it into a spreadsheet by hand.

This is a recorded walkthrough, not a live inbox. It watches for the emails worth capturing, pulls the fields that matter, and appends them to the sheet you already use for job costing or AP — no new system to check.

The script below includes the boundaries, not just the demo — what it won't do is as much the point as what it does.

How Ledger works, in order. One: watches the inbox — invoices and sub quotes. Two: email lands — knows what type it is. Three: extracts and appends the row — vendor, job number, amount, date. This is the agent-action step. What the agent does here: classify the email — invoice, sub quote, or PO; match it to a job number; extract vendor, amount, date; append the row, flag anomalies. Four: sheet stays current — no Friday afternoon retyping.

Examples

Recorded exhibit — not a live inbox.

VendorJob #AmountDatePO matchStatus
Northfield Retail LLC24-118$48,5002026-08-01PO-4412filed
Written policy
What gets captured: invoices, subcontractor quotes, PO confirmations.
What gets flagged, not filed: no matching job number, above $25,000,
duplicate invoice number.
Where it lands: the existing sheet — no new system to check.
Never auto-pay. Never touch account credentials. Never delete the
source email.