Can I export the data to accounting software?

Yes, the skill automatically generates a standardized CSV summary of all processed invoices, which can be imported into tools like QuickBooks, Xero, or Excel.

Does this skill support image-based receipts?

Yes, it can read and extract information from scanned receipts and screenshots in JPG and PNG formats using text recognition patterns.

Will it overwrite my original files?

By default, the skill is designed to copy files into a new organized structure, preserving your original files to ensure no data is lost during the process.

How does it handle files with missing or unreadable information?

Files with missing critical data are flagged and moved to a 'Needs Review' folder, using file modification dates as a fallback where possible.

Invoice Organizer

Name: Invoice Organizer
Author: thanhinfore

bythanhinfore

Productivity & Workflow

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

About

This skill streamlines financial record-keeping by scanning directories for invoices and receipts in various formats, including PDFs and images. It intelligently extracts critical information—such as vendor names, dates, and amounts—to rename files into a standardized format and group them into logical subfolders based on year, vendor, or expense category. Designed to turn hours of manual bookkeeping into minutes of automated workflow, it ensures your documentation is audit-ready and provides a detailed CSV summary for easy import into accounting software or sharing with accountants.

Key Features

CSV summary generation for accounting and tax preparation
Standardized file renaming using YYYY-MM-DD formatting
0 GitHub stars
Intelligent data extraction from PDFs, JPGs, and PNGs
Automated folder sorting by category, vendor, or date
Duplicate detection and original file preservation

Use Cases

Cleaning up chaotic download folders and email attachments
Preparing organized documentation for annual tax filing
Monthly business expense reconciliation and reimbursement

About

Key Features

CSV summary generation for accounting and tax preparation
Standardized file renaming using YYYY-MM-DD formatting
0 GitHub stars
Intelligent data extraction from PDFs, JPGs, and PNGs
Automated folder sorting by category, vendor, or date
Duplicate detection and original file preservation

Use Cases

Cleaning up chaotic download folders and email attachments
Preparing organized documentation for annual tax filing
Monthly business expense reconciliation and reimbursement