Does this skill support image files like JPG or PNG?

Yes, it can process scanned receipts and screenshots in JPG and PNG formats by reading visible text to extract vendor and amount data.

Does it delete my original files?

No, the skill is designed to copy files into the new organized structure by default, preserving your originals unless you specifically request to move them.

Is there a way to export this data to Excel or QuickBooks?

Yes, the skill generates a CSV summary containing all extracted details like dates, amounts, and categories, which can be imported into most accounting software.

Can I customize how the files are renamed?

Absolutely. You can specify custom naming patterns, though it defaults to a standardized 'YYYY-MM-DD Vendor - Invoice' format for optimal sorting.

Invoice Organizer

Name: Invoice Organizer
Author: MonIKaMR25

byMonIKaMR25

생산성 및 워크플로

Automates the extraction, renaming, and logical categorization of invoices and receipts for streamlined bookkeeping and tax preparation.

소개

The Invoice Organizer skill transforms disorganized folders of financial documents into a structured, tax-ready filing system by leveraging advanced text extraction. It automatically identifies key metadata—such as vendor names, dates, amounts, and categories—from various file formats including PDFs, images, and email attachments. By renaming files consistently and sorting them into intuitive directory structures based on year, vendor, or tax category, it significantly reduces the manual overhead of accounting tasks for business owners, freelancers, and individuals.

주요 기능

Automated data extraction from PDFs and image-based receipts
Consistent file renaming using standardized date and vendor formats
0 GitHub stars
Support for various formats including scans, screenshots, and bank statements
Multi-criteria organization by date, vendor, or expense category
Generation of CSV summaries for direct import into accounting software

사용 사례

Creating a searchable archive of vendor invoices for audit compliance
Organizing messy receipt folders for annual tax preparation
Reconciling monthly business expenses for reimbursement

소개

주요 기능

Automated data extraction from PDFs and image-based receipts
Consistent file renaming using standardized date and vendor formats
0 GitHub stars
Support for various formats including scans, screenshots, and bank statements
Multi-criteria organization by date, vendor, or expense category
Generation of CSV summaries for direct import into accounting software

사용 사례

Creating a searchable archive of vendor invoices for audit compliance
Organizing messy receipt folders for annual tax preparation
Reconciling monthly business expenses for reimbursement