How does it categorize expenses?

It analyzes the vendor name and service description to intelligently map documents to categories like Software, Office Supplies, Travel, or Professional Services.

Can this skill handle photo receipts?

Yes, it uses text extraction to identify vendor, date, and amount information from image formats like JPG and PNG, even if they are smartphone captures.

Can I export the data to accounting software?

Yes, the skill automatically generates a CSV summary containing all extracted metadata, which can be easily imported into Excel, Google Sheets, or accounting platforms.

Does it modify my original files?

The skill is designed to be safe; you can instruct it to copy files to a new organized structure while preserving your original files in their current state.

Invoice Organizer

Name: Invoice Organizer
Author: pur3v4d3r

bypur3v4d3r

•

生産性とワークフロー

Automatically scans, extracts data from, and systematically organizes messy invoice and receipt files for effortless tax preparation and bookkeeping.

概要

This skill transforms chaotic folders of financial documents into a clean, accountant-ready filing system. By leveraging Claude's ability to read and interpret text from PDFs and images, it extracts key metadata such as vendor names, dates, amounts, and descriptions. It then renames files using consistent naming conventions and sorts them into logical directory structures based on your preference—whether by year, category, or vendor—saving hours of manual data entry and filing.

主な機能

OCR and text extraction from PDFs, JPGs, and PNGs
Consistent file renaming using YYYY-MM-DD standardized patterns
Generates comprehensive CSV summaries for accounting software
Identifies and flags missing information or duplicates for review
1 GitHub stars
Automated folder organization by vendor, category, or date

ユースケース

Reconciling business expenses for employee reimbursements
Preparing and categorizing financial records for tax season
Cleaning up messy download folders containing generic 'invoice.pdf' files

概要

主な機能

OCR and text extraction from PDFs, JPGs, and PNGs
Consistent file renaming using YYYY-MM-DD standardized patterns
Generates comprehensive CSV summaries for accounting software
Identifies and flags missing information or duplicates for review
1 GitHub stars
Automated folder organization by vendor, category, or date

ユースケース

Reconciling business expenses for employee reimbursements
Preparing and categorizing financial records for tax season
Cleaning up messy download folders containing generic 'invoice.pdf' files