Does this skill work with scanned image receipts?

Yes, the Invoice Organizer can process both PDF documents and image files like JPG and PNG by reading the visible text to extract vendor names, dates, and amounts.

How does it handle invoices with missing information?

If key details like the date or vendor cannot be clearly identified, the skill will flag those specific files for manual review and place them in a separate folder.

Can I import the results into QuickBooks or Xero?

Yes, the skill generates a standardized CSV summary of all processed invoices, which can be easily imported into most major accounting and spreadsheet software.

Will it modify my original invoice files?

The skill is designed to prioritize data safety. It typically creates organized copies in a new directory structure, preserving your original files unless you specifically instruct it to move them.

Invoice Organizer

Name: Invoice Organizer
Author: davepoon

bydavepoon

•

2,257

Productivity & Workflow

Automates the categorization and renaming of financial documents to streamline tax preparation and bookkeeping workflows.

About

The Invoice Organizer skill transforms cluttered folders of receipts and invoices into a structured, tax-ready filing system by automatically extracting metadata from PDFs and images. It eliminates manual data entry by standardizing filenames, sorting documents into logical directory hierarchies based on vendor or expense category, and generating comprehensive CSV summaries. This skill is ideal for freelancers, small business owners, and developers who need to reconcile expenses or prepare financial documentation with minimal effort.

Key Features

Intelligent duplicate detection and missing information flagging
2,257 GitHub stars
Multi-strategy organization by vendor, year, or tax category
Automatic CSV summary generation for accounting software integration
Automated metadata extraction from PDFs and image-based receipts
Standardized file renaming using YYYY-MM-DD naming conventions

Use Cases

Organizing a year's worth of messy invoice downloads for tax season
Creating structured archives for vendor contracts and payment receipts
Automating monthly business expense reconciliation and filing

About

Key Features

Intelligent duplicate detection and missing information flagging
2,257 GitHub stars
Multi-strategy organization by vendor, year, or tax category
Automatic CSV summary generation for accounting software integration
Automated metadata extraction from PDFs and image-based receipts
Standardized file renaming using YYYY-MM-DD naming conventions

Use Cases

Organizing a year's worth of messy invoice downloads for tax season
Creating structured archives for vendor contracts and payment receipts
Automating monthly business expense reconciliation and filing