Does this skill support image files like JPG or PNG?

Yes, it can read text from scanned receipts and screenshots to extract vendor, date, and amount information using optical character recognition logic.

Can I export the data to my accounting software?

Yes, the skill generates a standard CSV summary containing all extracted details like date, vendor, amount, and category, which is compatible with most accounting platforms.

How does it handle files with missing or unreadable information?

Any files where information cannot be confidently extracted are flagged for manual review and placed in a dedicated folder to ensure your records remain accurate.

Will it overwrite my original files?

By default, the skill is designed to copy files into a new organized structure to preserve your original documents, though you can instruct Claude to move them instead.

Invoice Organizer

Name: Invoice Organizer
Author: zsutxz

byzsutxz

Productivity & Workflow

Automatically extracts metadata from messy invoices and receipts to rename, categorize, and organize files into a tax-ready filing system.

About

The Invoice Organizer skill eliminates the manual labor of bookkeeping by scanning directories of financial documents, including PDFs and scanned images. It intelligently extracts key metadata like vendor names, dates, and amounts to rename files using standardized formats and sorts them into logical folder structures based on time, category, or tax deductibility. Ideal for tax season or monthly expense reconciliation, it streamlines financial management by generating comprehensive CSV summaries ready for accountants or accounting software.

Key Features

Customizable folder organization by year, vendor, or tax category
Standardized file renaming (YYYY-MM-DD Vendor - Description)
Intelligent fallback handling for files needing manual review
Automated data extraction from PDFs, images, and screenshots
Automatic generation of CSV expense summaries for bookkeeping
0 GitHub stars

Use Cases

Cleaning up messy download folders filled with generic 'invoice.pdf' filenames
Preparing organized records and CSV exports for annual tax preparation
Reconciling monthly business expenses and vendor receipts for reimbursement

About

Key Features

Customizable folder organization by year, vendor, or tax category
Standardized file renaming (YYYY-MM-DD Vendor - Description)
Intelligent fallback handling for files needing manual review
Automated data extraction from PDFs, images, and screenshots
Automatic generation of CSV expense summaries for bookkeeping
0 GitHub stars

Use Cases

Cleaning up messy download folders filled with generic 'invoice.pdf' filenames
Preparing organized records and CSV exports for annual tax preparation
Reconciling monthly business expenses and vendor receipts for reimbursement