Does it create a spreadsheet of my expenses?

Yes, it automatically generates a CSV summary containing dates, vendors, descriptions, and amounts for easy accounting import.

What file formats can this skill process?

The skill can process PDFs, common image formats like JPG and PNG, screenshots, and bank statements.

Is it safe to use with sensitive financial data?

The skill operates locally within your environment through Claude Code, helping you maintain control over your sensitive financial documents.

Can I customize the folder structure?

Yes, you can specify organization by vendor, category, date, tax status, or any custom hierarchical structure you prefer.

Invoice Organizer

Name: Invoice Organizer
Author: zircote

byzircote

•

生产力与工作流

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

关于

The Invoice Organizer skill for Claude Code transforms chaotic folders of financial documents into a structured, accountant-ready filing system. By leveraging AI to process PDFs and images, it extracts critical data such as vendor names, dates, and transaction amounts to generate standardized filenames and categorize documents by year, vendor, or expense type. This automation significantly reduces the time spent on manual bookkeeping, ensuring business expenses and tax records are perfectly organized, searchable, and ready for reporting.

主要功能

Automated data extraction from PDF and image-based receipts
Multi-level categorization by vendor, year, or expense type
Standardized file renaming using YYYY-MM-DD format
Automatic CSV summary generation for accounting software
6 GitHub stars
Duplicate detection and missing information flagging

使用场景

Managing and reconciling monthly business expenses
Preparing organized documentation for tax season
Archiving years of messy financial records into a clean hierarchy

关于

主要功能

Automated data extraction from PDF and image-based receipts
Multi-level categorization by vendor, year, or expense type
Standardized file renaming using YYYY-MM-DD format
Automatic CSV summary generation for accounting software
6 GitHub stars
Duplicate detection and missing information flagging

使用场景

Managing and reconciling monthly business expenses
Preparing organized documentation for tax season
Archiving years of messy financial records into a clean hierarchy