The Source Document Filing skill helps businesses and financial operators design minimal, audit-ready registers for tracking supporting documents like invoices, vouchers, and contracts. It structures document indexing using standardized keys (such as period/party), identifies retention requirements, and links physical or digital storage locations directly to financial ledger entries. Based on confirmed operational needs, the skill automatically generates synchronized multi-format schemas including SQL DDL, CSV templates, JSON Schema, and Notion database mappings without risking schema drift or handling sensitive live financial data.
主要功能
0148,677 GitHub stars
02Tracks document availability, verification status, and chain of custody metadata
03Generates unified schemas across SQL DDL, JSON Schema, CSV, and Notion database mappings
04Establishes systematic indexing conventions (period/party) for rapid audit retrieval
05Defines relational linkages between supporting records, vouchers, and general transactions
06Enforces strict data validation rules while maintaining zero-leakage empty templates
使用场景
01Establishing an audit trail register connecting receipts and bills to general ledger entries
02Standardizing compliance and retention tracking for corporate procurement and accounting records
03Migrating ad-hoc spreadsheet filing trackers to structured SQL databases or Notion workspaces