Can it categorize invoices for tax purposes?

Yes, it can sort documents into folders based on specific tax categories, vendors, or time periods like quarters and years.

Does it overwrite my original files during organization?

By default, the skill preserves your original files and creates organized copies to ensure your data remains safe while being sorted.

What file formats does the Invoice Organizer support?

The skill can process PDF invoices, scanned images (JPG, PNG), screenshots, and email attachments.

Can I import the organized data into accounting software?

Yes, the skill generates a comprehensive CSV summary containing all extracted details, which is compatible with most accounting platforms like QuickBooks or Excel.

Invoice Organizer

Name: Invoice Organizer
Author: billlzzz18

bybilllzzz18

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Productivity & Workflow

Automates the extraction, renaming, and categorization of invoices and receipts to streamline tax preparation and bookkeeping workflows.

About

The Invoice Organizer skill eliminates the manual drudgery of financial record-keeping by automatically processing chaotic folders of digital receipts and invoices. It leverages advanced text extraction to identify vendors, dates, and amounts from various file formats—including PDFs and images—then renames and sorts them into logical, tax-ready structures. Whether you are preparing for tax season, managing monthly business expenses, or reconciling reimbursements, this skill ensures a standardized filing system and provides a comprehensive CSV summary for easy integration with accounting software.

Key Features

Automatically organizes files into hierarchical folders by year, vendor, or category
Extracts vendor, date, amount, and product details from PDFs and images
Standardizes filenames using a consistent YYYY-MM-DD format
Supports multiple formats including scans, screenshots, and email attachments
1 GitHub stars
Generates detailed CSV summaries for accountants and bookkeeping software

Use Cases

Preparing structured documentation and records for annual tax filings
Consolidating messy email downloads into a professional bookkeeping system
Reconciling business expenses and creating reimbursement reports

About

Key Features

Automatically organizes files into hierarchical folders by year, vendor, or category
Extracts vendor, date, amount, and product details from PDFs and images
Standardizes filenames using a consistent YYYY-MM-DD format
Supports multiple formats including scans, screenshots, and email attachments
1 GitHub stars
Generates detailed CSV summaries for accountants and bookkeeping software

Use Cases

Preparing structured documentation and records for annual tax filings
Consolidating messy email downloads into a professional bookkeeping system
Reconciling business expenses and creating reimbursement reports