What happens if a file is missing information?

If specific details like a date or vendor cannot be extracted, the skill flags the file for manual review and places it in a dedicated 'Needs Review' folder.

Can I export the data to accounting software?

Yes, the skill automatically generates a comprehensive CSV summary containing dates, vendors, amounts, and categories which can be imported into most accounting tools.

Does it support image files like phone photos of receipts?

Yes, the skill can read and extract information from scanned receipts and images in JPG, PNG, and screenshot formats using Claude's vision capabilities.

Will it delete my original files?

No, the skill is designed to be non-destructive. It typically creates organized copies in a new structure, ensuring your original records remain untouched unless you specifically request a move.

Can I customize how the folders are organized?

Absolutely. You can instruct the skill to organize files by vendor, by tax category, by year/quarter, or any custom hierarchy that fits your specific workflow.

Invoice Organizer

Name: Invoice Organizer
Author: kivilaid

bykivilaid

•

Productividad y Flujo de Trabajo

Automates the organization of messy receipts and invoices into a tax-ready filing system with consistent naming and categorization.

Acerca de

The Invoice Organizer skill for Claude Code streamlines financial record-keeping by scanning folders for receipts and invoices in various formats like PDF, JPG, and PNG. It uses Claude's intelligence to extract key data such as vendor names, dates, and amounts, then renames files to a standard format and sorts them into logical subfolders. Whether you're preparing for tax season, managing business expenses, or cleaning up a chaotic downloads folder, this skill transforms hours of manual bookkeeping into a fast, automated process that includes CSV summaries for easy import into accounting software.

Características Principales

Intelligent data extraction from PDFs and image-based receipts
Standardized file renaming (YYYY-MM-DD) for chronological sorting
Automated folder structuring by vendor, date, or tax category
Detailed CSV report generation for accounting software import
Non-destructive organization that preserves original file copies
6 GitHub stars

Casos de Uso

Preparing tax-ready financial records from a year's worth of messy downloads
Automating monthly expense reconciliation and vendor tracking
Archiving legacy financial documents into a searchable digital system

Acerca de

Características Principales

Intelligent data extraction from PDFs and image-based receipts
Standardized file renaming (YYYY-MM-DD) for chronological sorting
Automated folder structuring by vendor, date, or tax category
Detailed CSV report generation for accounting software import
Non-destructive organization that preserves original file copies
6 GitHub stars

Casos de Uso

Preparing tax-ready financial records from a year's worth of messy downloads
Automating monthly expense reconciliation and vendor tracking
Archiving legacy financial documents into a searchable digital system