Does it modify or delete my original files?

By default, the skill is designed to copy files into a new structure to ensure your original records remain untouched while organizing.

Can I customize the folder structure?

Absolutely; you can instruct Claude to organize files by vendor, expense category, date range, or a custom tax-friendly hierarchy.

How does this help with my accounting software?

It generates a CSV summary containing dates, vendors, descriptions, and amounts, which can be directly 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 common formats like JPG and PNG.

Automated Invoice Organizer

Name: Automated Invoice Organizer
Author: prof-ramos

byprof-ramos

•

生产力与工作流

Automates the classification, renaming, and organization of chaotic invoices and receipts for streamlined tax preparation and bookkeeping.

The Invoice Organizer skill transforms disorganized folders of financial documents into a structured, tax-ready filing system by leveraging AI to extract metadata from PDFs and images. It automatically renames files using consistent conventions, sorts them into logical subfolders based on vendor, category, or date, and generates comprehensive CSV summaries for seamless accounting integration. This tool is essential for freelancers and small business owners looking to turn hours of manual administrative work into minutes of automated efficiency.

主要功能

01Extracts key metadata including vendor, date, and amount from PDFs and images

02Generates detailed CSV summary reports for accounting software import

031 GitHub stars

04Standardizes filenames using consistent YYYY-MM-DD formatting

05Preserves original files while creating an organized directory structure

06Categorizes files automatically by vendor, year, or expense type

使用场景

01Reconciling monthly business expenses and employee reimbursements

02Preparing structured documentation for tax season or financial audits

03Cleaning up cluttered download folders containing generic filenames like 'invoice(1).pdf'

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add prof-ramos/.codex invoice-organizer

For use in Claude.ai and ChatGPT

Download Skill