Does it generate reports for my accountant?

Yes, the skill can automatically generate a detailed CSV summary including dates, vendors, invoice numbers, amounts, and categories for easy sharing or software import.

Does it work with images of receipts?

Yes, the skill can process common image formats like JPG and PNG by reading visible text to extract vendor names, dates, and total amounts.

Will it overwrite my original files?

By default, the skill is designed to copy files into a new structure or can be configured to move them, ensuring your original records are safely preserved during organization.

Can I customize the folder structure?

Absolutely. You can request organization by vendor, expense category, year, fiscal quarter, or even custom tax-deductibility status to match your filing system.

Invoice & Receipt Organizer

Name: Invoice & Receipt Organizer
Author: Daisuke134

byDaisuke134

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생산성 및 워크플로

Automates the organization of invoices and receipts by extracting key data, renaming files consistently, and sorting them into tax-ready folder structures.

소개

The Invoice Organizer skill transforms chaotic financial documents into a structured, accountant-ready filing system using intelligent data extraction. It leverages Claude's ability to interpret PDFs and images to extract vendor names, dates, and amounts, automatically renaming files and categorizing them into logical directory trees. Whether preparing for tax season or managing monthly business expenses, this skill eliminates manual data entry and filing errors while generating comprehensive CSV summaries for easy import into accounting software like QuickBooks or Xero.

주요 기능

Generation of CSV summary reports for accounting software
Multi-dimensional sorting by vendor, category, date, or tax status
Automated data extraction from PDFs and image-based receipts
Safe file handling with options to preserve original documents
Standardized file renaming using YYYY-MM-DD vendor format
3 GitHub stars

사용 사례

Reconciling monthly business expenses for reimbursement
Preparing for annual tax filing with organized financial records
Automating the cleanup of bulk email invoice downloads

소개

주요 기능

Generation of CSV summary reports for accounting software
Multi-dimensional sorting by vendor, category, date, or tax status
Automated data extraction from PDFs and image-based receipts
Safe file handling with options to preserve original documents
Standardized file renaming using YYYY-MM-DD vendor format
3 GitHub stars

사용 사례

Reconciling monthly business expenses for reimbursement
Preparing for annual tax filing with organized financial records
Automating the cleanup of bulk email invoice downloads