Analysis / Revenue reconciliation
Find duplicate invoices before month-end close
Use Proforma to find duplicate invoices before month-end close. Get ranked duplicate invoice candidates from your business data with this copyable prompt.
Finance lead · Revenue operations manager
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Your starting prompt.
Find likely duplicate customer invoices in [period]. Compare exact invoice identifiers and groups with the same customer, purchase order, amount and nearby dates. Separate confirmed duplicates from legitimate recurring charges, split shipments and replacement invoices. Rank candidates by evidence and show the source records together. Calculate the potentially duplicated amount by currency without deleting documents or changing balances.
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Method and review
Keep the assumptions visible.
Agree on identifiers, currency, periods and account mappings before comparing totals. Keep unmatched records and timing differences visible instead of forcing a match.
For this task, check
Repeated amounts alone do not establish duplication when contracts use recurring installments.
This starting prompt has no published worked example yet. Begin with a small sample and check the calculations before relying on the result.
Before you begin
- Uploaded exports or permitted Data covering the listed inputs
Work with permitted files or queryable data. Verify the result against the original records.
Take the next step
Make it your investigation.
Copy the prompt above, create or open your Workspace, and paste it into Chat. Add the inputs you have permission to use and adapt the assumptions with your agent.
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