Can the extracted data be used in Excel?

Yes, the skill generates a standard CSV file containing all extracted details, which can be easily imported into Excel, Google Sheets, or accounting software like QuickBooks.

Does this skill support image-based receipts?

Yes, it can process both PDF documents and image formats like JPG and PNG by reading the visible text to extract vendor, date, and amount information.

Does it modify my original files?

By default, the skill can copy files to a new structure to preserve your originals, or move them if you prefer a direct cleanup of the source folder.

Can I customize the folder structure?

Absolutely. You can request organization by vendor, expense category, time period, or tax category to fit your specific bookkeeping needs.

Invoice Organizer

Name: Invoice Organizer
Author: kivilaid

bykivilaid

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Productivity & Workflow

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

The Invoice Organizer skill transforms chaotic folders of financial documents into a structured, tax-ready filing system by leveraging AI to read PDFs and images. It automatically extracts key data points—such as vendor names, dates, and amounts—to rename files consistently and sort them into logical directory structures based on years, categories, or vendors. Whether preparing for tax season or managing monthly business expenses, this skill eliminates hours of manual data entry and document management, providing a professional and audit-friendly organization of financial records.

Key Features

01Automatically categorizes documents into vendor or tax-based folder structures

02Generates comprehensive CSV summaries for seamless accounting software imports

03Standardizes filenames with consistent YYYY-MM-DD patterns for better sorting

04Extracts key metadata from PDFs and scanned images using OCR-like logic

05Identifies missing information and flags unclear files for manual review

066 GitHub stars

Use Cases

01Organizing a year's worth of messy financial files for tax season preparation

02Reconciling monthly business expenses for reimbursement or corporate bookkeeping

03Converting unsorted email downloads and screenshots into a searchable, categorized archive

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add kivilaid/plugin-marketplace invoice-organizer

For use in Claude.ai and ChatGPT

Download Skill