Can this skill read scanned image receipts?

Yes, the Invoice Organizer can extract text and key information from image formats like JPG and PNG as well as standard PDF documents.

Can I export the organized data to Excel or Google Sheets?

Yes, the skill automatically generates a CSV summary file containing dates, vendors, amounts, and categories that can be imported into any spreadsheet software.

Does it overwrite my original files?

No, the skill is designed to preserve your original files by creating organized copies or can move them into a structured directory based on your preference.

How does it handle files with missing information?

If specific details like a date or vendor cannot be identified, the skill flags those files for manual review and places them in a 'Needs Review' folder.

Invoice Organizer

Name: Invoice Organizer
Author: bigadamknight

bybigadamknight

Productivity & Workflow

Automatically organizes messy invoices and receipts by extracting metadata, renaming files, and sorting them into tax-ready folder structures.

About

The Invoice Organizer skill for Claude Code streamlines financial document management by transforming chaotic directories of PDFs and images into structured, professional filing systems. It intelligently extracts key metadata—such as vendor names, dates, and total amounts—to apply consistent naming conventions and logical folder hierarchies by vendor, year, or expense category. Designed for business owners and freelancers, this skill reduces hours of manual bookkeeping to minutes of automated organization, ensuring your records are audit-proof and ready for accounting software or tax preparation.

Key Features

Standardized file renaming using consistent YYYY-MM-DD formats
0 GitHub stars
Support for bulk processing of messy email downloads and screenshots
Automatic generation of CSV expense summaries for accountants
Intelligent data extraction from PDFs and scanned image receipts
Flexible organization by vendor, tax category, or time period

Use Cases

Reconciling monthly business expenses by automatically categorizing vendor files
Preparing tax-ready records from a year's worth of unsorted business receipts
Standardizing generic filenames like 'invoice.pdf' into searchable, descriptive names

About

Key Features

Standardized file renaming using consistent YYYY-MM-DD formats
0 GitHub stars
Support for bulk processing of messy email downloads and screenshots
Automatic generation of CSV expense summaries for accountants
Intelligent data extraction from PDFs and scanned image receipts
Flexible organization by vendor, tax category, or time period

Use Cases

Reconciling monthly business expenses by automatically categorizing vendor files
Preparing tax-ready records from a year's worth of unsorted business receipts
Standardizing generic filenames like 'invoice.pdf' into searchable, descriptive names