How does the skill read information from messy image files?

The skill uses visual text extraction to identify vendor names, dates, and totals from images (JPG, PNG) and PDF documents, even when filenames are non-descriptive.

What happens if a receipt is missing a date or vendor name?

The skill flags files with missing information for manual review and can use file metadata as a fallback to ensure nothing is lost during organization.

Can I use the output with my accounting software?

Yes, the skill generates a detailed CSV summary including dates, vendors, and amounts which can be imported into QuickBooks, Xero, or Excel.

Will this skill overwrite my original invoice files?

By default, the skill is designed to preserve your originals by creating copies in a new organized structure, though it can move files if specifically requested.

Invoice Organizer

Name: Invoice Organizer
Author: ammosu

byammosu

•

生産性とワークフロー

Automates the organization of invoices and receipts by extracting key financial data and creating a structured, tax-ready filing system.

概要

The Invoice Organizer skill transforms chaotic digital clutter into a professional bookkeeping system by automatically reading PDFs and images to extract vendor names, dates, and totals. It streamlines tax preparation and expense tracking by renaming files consistently and sorting them into logical hierarchies—such as by year, vendor, or category—while generating comprehensive CSV summaries ready for accounting software. Whether you are managing business expenses or preparing for an audit, this skill turns hours of manual filing into minutes of automated organization.

主な機能

CSV summary generation for direct import into accounting tools
Support for multiple formats including email downloads, screenshots, and scans
Standardized file renaming using consistent YYYY-MM-DD formats
Dynamic directory organization by vendor, tax category, or time period
1 GitHub stars
Automated data extraction from PDFs and receipt images via OCR

ユースケース

Cleaning up and archiving disorganized folders of historical financial documents
Reconciling monthly business expenses and reimbursement claims
Preparing structured financial records and summaries for tax season

概要

主な機能

CSV summary generation for direct import into accounting tools
Support for multiple formats including email downloads, screenshots, and scans
Standardized file renaming using consistent YYYY-MM-DD formats
Dynamic directory organization by vendor, tax category, or time period
1 GitHub stars
Automated data extraction from PDFs and receipt images via OCR

ユースケース

Cleaning up and archiving disorganized folders of historical financial documents
Reconciling monthly business expenses and reimbursement claims
Preparing structured financial records and summaries for tax season