How does it help with professional accounting software?

It generates a comprehensive CSV summary containing all extracted metadata, which can be directly imported into tools like QuickBooks, Xero, or Excel for further analysis.

Does this skill work with image files like JPG and PNG?

Yes, the skill can read visible text from scanned receipts, screenshots, and other image formats to extract vendor, date, and price information.

Will it overwrite my original invoice files?

By default, the skill is designed to copy files into a new organized structure to preserve your originals, though you can explicitly instruct it to move them if preferred.

Can I customize how the folders are structured?

Absolutely. You can request organization by vendor, category, date, or tax status, or define a custom hierarchy that fits your specific filing needs.

Invoice Organizer

Name: Invoice Organizer
Author: ai-wes

byai-wes

生产力与工作流

Automates the organization of messy invoices and receipts by extracting key metadata, renaming files consistently, and sorting them into logical folder structures.

关于

The Invoice Organizer skill transforms chaotic financial documents into a structured, tax-ready filing system directly from your terminal. By parsing PDFs, images, and email attachments, it extracts critical metadata like vendor names, dates, and amounts to generate standardized filenames and categorized directories. Whether you are preparing for tax season, managing business expenses, or reconciling reimbursements, this skill eliminates manual data entry and provides a clean CSV summary for accounting software, turning hours of tedious bookkeeping into seconds of automated workflow.

主要功能

Multi-dimensional categorization by vendor, year, or expense type
0 GitHub stars
Consistent file renaming using standardized YYYY-MM-DD formats
Support for multiple formats including screenshots and scanned documents
Automated data extraction from PDFs and OCR for image-based receipts
CSV summary generation for easy import into accounting tools

使用场景

Reconciling monthly business expenses across multiple digital vendors
Cleanup of 'Downloads' folders containing inconsistently named financial files
Preparing organized documentation and summaries for annual tax filings

关于

主要功能

Multi-dimensional categorization by vendor, year, or expense type
0 GitHub stars
Consistent file renaming using standardized YYYY-MM-DD formats
Support for multiple formats including screenshots and scanned documents
Automated data extraction from PDFs and OCR for image-based receipts
CSV summary generation for easy import into accounting tools

使用场景

Reconciling monthly business expenses across multiple digital vendors
Cleanup of 'Downloads' folders containing inconsistently named financial files
Preparing organized documentation and summaries for annual tax filings