Untitled

id: WO-0003 title: VAH Solution Payroll & Invoice Agent requestor: Bruno B (Director, VAH Solution Pty Ltd — Australia) assignee: Camille participants: [] status: delivered created: 2026-03-23 completed: 2026-03-23 impacts: process: capability: roles: [] client: VAH Solution Pty Ltd product_type: payroll-invoice-agent production_line: digital-talent language: English

Request

VAH Solutions (Australia) receives a monthly accounting email from SJB Accounting (Stan Levitin). The email instructs Bruno on 3–4 EFT payments to make from the VAH Solutions bank account. The client needs a digital talent that reads this email and automatically generates:

  1. Payslip for Bruno Bock (Director) — gross wages, PAYG withheld, net wages, super
  2. Service Fee Invoice — Jackson Creek Tech → VAH Solutions (service fees incl. GST)
  3. Payment Checklist — the EFT transfers to action (ATO, Super, Wages, JCT)
  4. BAS Summary (quarterly months only) — G1 and 1A figures for Jackson Creek Tech BAS

Expected Output

A deployable Claude Code skill/agent that:

  • Reads the monthly IAS or BAS email (PDF or text paste)
  • Detects email type (IAS = 3 payments, BAS = 4 payments incl. Super)
  • Extracts all financial figures
  • Generates a formatted payslip for Bruno Bock
  • Generates a service fee invoice (Jackson Creek Tech → VAH Solutions)
  • Outputs a payment action checklist with amounts, bank details, references, and due dates
  • On BAS months: outputs BAS filing figures for Jackson Creek Tech

1. Client Profile

Field Value
Client VAH Solutions Pty Ltd
Segment SMB, Australia — sole director structure
Need Automate payslip, invoice, and payment checklist generation from monthly accounting email
Domain maturity Existing process managed manually by accountant (SJB Accounting / Stan Levitin)
IT landscape Low — email only, no accounting software integration required
Repository Gmail (monthly PDF email from [email protected])
Language English
Documentation None currently
Business process Monthly payroll & inter-company invoicing (VAH Solutions → JCT, ATO, Bruno)
Business capability Financial document automation from structured email
Key user roles Bruno Bock (sole Director — runs it monthly)
AI platform Claude Code

Entity Map

Entity Role
VAH Solutions Pty Ltd Umbrella company — holds income, makes all payments
Jackson Creek Tech Division / service company — receives service fees from VAH
Bruno Bock Director — receives wages from VAH
SJB Accounting (Stan Levitin) Accountant — sends monthly IAS/BAS email
ATO (via Bentley Admin Solutions) Tax authority — receives PAYG + GST + Super payments

2. Product Definition

Two email types exist. The agent detects which and adapts:

Type Months Payments
IAS Non-quarter-end (Oct, Nov, Jan, Feb, etc.) 3: ATO (PAYG only), Wages, Service Fees
BAS Quarter-end (Mar, Jun, Sep, Dec) 4: ATO (PAYG + net GST), Super (SBSCH), Wages, Service Fees + BAS filing figures
# Capability Description
1 Email parser Reads IAS/BAS email (PDF or paste), detects type, extracts all figures
2 Payslip generator Produces payslip: gross wages, PAYG withheld, net wages, super accrual/payment
3 Service fee invoice Jackson Creek Tech → VAH Solutions: fee excl. GST + GST + total
4 Payment checklist EFT action list: payee, amount, BSB/account, reference, due date
5 BAS summary (quarterly) G1 (service fees) + 1A (GST) for Jackson Creek Tech BAS filing

3. Deliverable Set

Artifact Description
CLAUDE.md Client-specific agent configuration
.claude/commands/payslip.md Generate payslip from email data
.claude/commands/invoice.md Generate Jackson Creek → VAH invoice
Sample output templates Payslip + invoice templates in client format

4. Skill Inventory

Populated during design (Stage 3). Leave blank at intake.

5. Pattern Selection

Populated during design (Stage 3). See Ada (Agentic Pattern Designer) for pattern catalog.

6. Customization Values

Dimension Value
Methodology TBD
Language English
Repository tool Email (monthly)
Diagram standard None
Publication target TBD
Model selection TBD
Quality thresholds TBD

7. Domain-Specific Intake Questions

Resolved from sample emails (Sep 2025 – Jan 2026):

  • ✅ Email format: PDF export of Gmail thread from [email protected]
  • ✅ IAS months: 3 payments (PAYG, Wages, Service Fees)
  • ✅ BAS months: 4 payments (PAYG+GST, Super, Wages, Service Fees) + BAS filing figures
  • ✅ ATO account: Bentley Admin Solutions ATO, BSB 062-544, Acc 10871909, ref VAH JAC ATO
  • ✅ Super account: Bentley Admin Solutions SUPER, BSB 062-544, Acc 10871917, ref VAH JAC SUPER
  • ✅ Wages variable monthly (income-dependent, not fixed salary)
  • ✅ Service fees include GST (~10%), vary monthly with income

Remaining open questions for Bruno:

  • What output format for payslip and invoice? (PDF, HTML, plain text?)
  • Where should outputs be saved / delivered? (folder, email draft, printed?)
  • Does Bruno need a running annual summary / YTD view?
  • Are there any additional expense line items not in the SJB email (per diems, reimbursements)?

8. Domain-Specific QA Test Cases

Populated during QA planning (Stage 5).

9. Build Estimate

Component Effort
Email parser TBD
Payslip generator TBD
Invoice generator TBD
Total TBD

10. Dependencies

Dependency Source Status
Sample IAS emails Bruno B ✅ Done (Oct, Nov 2025, Jan 2026)
Sample BAS emails Bruno B ✅ Done (Sep, Dec 2025)
Payslip output format/template Bruno B Pending
Invoice output format/template Bruno B Pending
Output delivery method Bruno B Pending

11. Scope Boundaries

In scope:

  • Reading monthly email and extracting financial data
  • Generating payslip for Bruno B
  • Generating invoice from Jackson Creek Tech to VAH Solution

Out of scope:

  • Canada LTD (#11700251) processing (passive entity, no action needed)
  • Accounting system integration (Phase 2 if needed)
  • Multi-employee payroll (single director only for now)

Success criteria:

  • 30-day: Agent reads sample email and produces correct payslip + invoice
  • 90-day: Bruno B runs it monthly without manual intervention