Can I customize the folder structure?

Yes, you can instruct the skill to organize files by vendor, category, date, tax status, or any custom hierarchy you describe.

Does it work with non-English invoices?

It is most effective with standard invoice formats and characters, but it can often identify dates and amounts across various layouts due to common financial document patterns.

Will it delete my original files?

By default, the skill is designed to copy files into a new structure to preserve your originals, though you can specifically request a move operation if you prefer.

How does the skill read information from images?

The skill utilizes text extraction to identify key patterns such as dates, vendor names, and total amounts from common image formats like JPG and PNG.

Is the CSV summary compatible with Excel?

Yes, the skill generates a standard CSV file that can be opened in Microsoft Excel, Google Sheets, or imported directly into most accounting software.

Invoice Organizer

Name: Invoice Organizer
Author: BbgnsurfTech

byBbgnsurfTech

•

生产力与工作流

Automates the organization of messy invoices and receipts by extracting key data, renaming files consistently, and generating structured tax-ready reports.

The Invoice Organizer skill transforms chaotic folders of financial documents into a clean, accountant-ready filing system without manual effort. By scanning PDFs and image-based receipts, it extracts critical information such as vendor names, dates, and amounts to rename files using a standardized format and sort them into logical directory structures. Whether you are preparing for tax season, reconciling business expenses, or archiving years of digital receipts, this skill turns hours of tedious bookkeeping into minutes of automated organization, providing a clear CSV summary for easy import into accounting software.

主要功能

013 GitHub stars

02Intelligent sorting by vendor, category, year, or tax status

03Automated data extraction from PDFs, JPGs, and PNG receipts

04Generation of comprehensive CSV summaries for accounting imports

05Standardized file renaming (YYYY-MM-DD Vendor - Invoice - Description)

06Preservation of original files through organized copy workflows

使用场景

01Generating expense reports and CSV summaries for business reimbursement

02Preparing tax-ready documentation from a year of unsorted downloads

03Converting 'invoice.pdf' style downloads into descriptive, searchable archives

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add bbgnsurftech/claude-skills-collection invoice-organizer

For use in Claude.ai and ChatGPT

Download Skill