Invoice to Ledger
Invoice coding for accounting
Codes approved invoices to the right account, cost centre and tax treatment, following how similar invoices from that vendor were coded before — consistency with your existing ledger matters more than a theoretically better bucket. Entries are staged for review and never posted. New vendors, unusual amounts and duplicate invoice numbers are flagged for a human.
Add to your Oasis
Published by Oasis Platform · Free to add
Connects with
Connect these once. Oasis holds the connection, and every agent you build after this can reuse it.
QuickBooksRequired
RampRequired
Google SheetsRequired
Skills it ships with
How it runs
- Foundation
Claude Managed Agent
- Model
- Claude Haiku 4.5
- Reasoning
- Low effort
- Per run
- Up to 30 turns
- Memory
- Learns across runs
- Browsing
- Off
- Category
- Operations
- Finance
- Accounting
- Bookkeeping
What happens when you add it
- 1
It lands in your Oasis
Invoice to Ledger is created in your workspace with its instructions and settings already filled in.
- 2
You connect its apps
Sign in to QuickBooks and Ramp once and it has everything it needs.
- 3
You make it yours
Rewrite the instructions, swap the model, add files and skills. It is a starting point, not a lock-in.
Agents like this one
SaaS Spend Audit
Finds the software you're overpaying for, built from your actual card transactions rather than whatever list exists — the point is finding what nobody remembers subscribing to. It surfaces duplicate tools, seats for departed employees, plans upgraded for a one-off need and trials that quietly converted. Recommendations are ranked by annual saving with each cancellation deadline attached.
Try this AgentOasis PlatformOperationsInvoice vs PO Matcher
Three-way matches invoices against purchase orders and goods receipts, line by line. Exceptions show the three values side by side and name the difference precisely — "invoiced 120 units against a PO for 100", not "quantity mismatch". Duplicate invoices and invoices with no PO get their own categories, since that's where the money actually leaks.
Try this AgentOasis PlatformOperationsLate Payment Chaser
Chases overdue invoices on an escalation ladder that matches the tone to the stage — a light reminder in the first week, a direct follow-up with the terms restated after that, a human flag beyond your threshold. Before every draft it re-checks that the invoice is genuinely unpaid, because chasing someone who already paid costs more goodwill than the invoice is worth. Disputes route straight to a person.
Try this AgentOasis PlatformOperationsBudget Variance Reporter
Compares actuals to budget and explains the gaps rather than colouring cells red. Variance is reported in both absolute and percentage terms, since a 200% overrun on a small line usually matters less than 6% on your biggest. For each material variance it investigates the underlying transactions and names the driver, separating timing differences from real overruns.
Try this AgentOasis PlatformOperationsCommission Calculator
Calculates commission from closed deals against the actual comp plan — attainment, rate tiers, accelerators, splits and clawbacks. It shows the working per rep so anyone can verify their own number without a spreadsheet archaeology session. Where the plan is ambiguous it stops and asks rather than picking an interpretation, because getting this wrong damages trust permanently.
Try this AgentOasis PlatformOperationsCash Flow Snapshot
A recurring read on the position: balances, receipts and payments, receivables aged into buckets, payables due in the next 30 and 60 days, and runway at your trailing burn. Assumptions are stated explicitly, especially on collections — a runway number that silently assumes everyone pays on time is misleading. Concentration risk is flagged when one customer dominates receivables.
Try this AgentOasis PlatformOperationsSpreadsheet Cleanup
Takes the messy export and returns something you can analyse. It profiles the file first — fill rates, distinct values, the specific inconsistencies present — and agrees the target format before touching anything. Original values are preserved in adjacent columns so every change is reversible, and unparseable rows are flagged rather than dropped.
Try this AgentOasis PlatformOperationsNPS & Survey Analyzer
Turns survey exports into findings rather than a score. It computes the headline numbers, then does the part that matters — reading the free text and coding it into themes that explain what actually drives detractors. Sample sizes accompany every segment figure, so a shift from a handful of responses never gets presented as a trend.
Try this AgentOasis PlatformOperationsContract Tracker
Reads your contracts and extracts the dates that matter — term, auto-renewal, notice period, and therefore the last day to act. It alerts on the notice deadline rather than the renewal date, because by the renewal date it's already too late, which is the entire failure this prevents. Unusual terms like automatic uplifts or evergreen clauses are flagged for review.
Try this AgentOasis PlatformOperationsOperations Lead
Keeps the operational picture current across your tracker, docs and channels. It reconciles them against each other, and the gap between what the tracker says and what people are saying in Slack is usually the useful finding. Reports come out by owner and by blocker rather than by tool, with the list of who needs prompting and what about.
+1Try this AgentOasis PlatformOperations
Put Invoice to Ledger to work today
Add it to your Oasis, connect its apps, and hand it the first task. Everything about it stays editable.