Does this skill support image files like JPG or PNG?

Yes, it can process scanned receipts and screenshots in JPG and PNG formats by reading visible text to extract vendor and amount data.

Does it delete my original files?

No, the skill is designed to copy files into the new organized structure by default, preserving your originals unless you specifically request to move them.

Is there a way to export this data to Excel or QuickBooks?

Yes, the skill generates a CSV summary containing all extracted details like dates, amounts, and categories, which can be imported into most accounting software.

Can I customize how the files are renamed?

Absolutely. You can specify custom naming patterns, though it defaults to a standardized 'YYYY-MM-DD Vendor - Invoice' format for optimal sorting.

Invoice Organizer

Name: Invoice Organizer
Author: MonIKaMR25

byMonIKaMR25

0•

生产力与工作流

Automates the extraction, renaming, and logical categorization of invoices and receipts for streamlined bookkeeping and tax preparation.

The Invoice Organizer skill transforms disorganized folders of financial documents into a structured, tax-ready filing system by leveraging advanced text extraction. It automatically identifies key metadata—such as vendor names, dates, amounts, and categories—from various file formats including PDFs, images, and email attachments. By renaming files consistently and sorting them into intuitive directory structures based on year, vendor, or tax category, it significantly reduces the manual overhead of accounting tasks for business owners, freelancers, and individuals.

主要功能

01Automated data extraction from PDFs and image-based receipts

02Consistent file renaming using standardized date and vendor formats

030 GitHub stars

04Support for various formats including scans, screenshots, and bank statements

05Multi-criteria organization by date, vendor, or expense category

06Generation of CSV summaries for direct import into accounting software

使用场景

01Creating a searchable archive of vendor invoices for audit compliance

02Organizing messy receipt folders for annual tax preparation

03Reconciling monthly business expenses for reimbursement

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add monikamr25/awesome-claude-skills invoice-organizer

For use in Claude.ai and ChatGPT

Download Skill