invoice-organizer

Solid

Automatically organizes invoices and receipts for tax preparation by reading messy files, extracting key information, renaming them consistently, and sorting them into logical folders. Turns hours of manual bookkeeping into minutes of automated organization.

Data & Documents 3,047 stars 377 forks Updated today MIT

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Quality Score: 96/100

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Frontmatter 20%
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Issue Health 10%
50
License 10%
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Description 5%
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Skill Content

# Invoice Organizer This skill transforms chaotic folders of invoices, receipts, and financial documents into a clean, tax-ready filing system without manual effort. ## When to Use This Skill - Preparing for tax season and need organized records - Managing business expenses across multiple vendors - Organizing receipts from a messy folder or email downloads - Setting up automated invoice filing for ongoing bookkeeping - Archiving financial records by year or category - Reconciling expenses for reimbursement - Preparing documentation for accountants ## What This Skill Does 1. **Reads Invoice Content**: Extracts information from PDFs, images, and documents: - Vendor/company name - Invoice number - Date - Amount - Product or service description - Payment method 2. **Renames Files Consistently**: Creates standardized filenames: - Format: `YYYY-MM-DD Vendor - Invoice - ProductOrService.pdf` - Examples: `2024-03-15 Adobe - Invoice - Creative Cloud.pdf` 3. **Organizes by Category**: Sorts into logical folders: - By vendor - By expense category (software, office, travel, etc.) - By time period (year, quarter, month) - By tax category (deductible, personal, etc.) 4. **Handles Multiple Formats**: Works with: - PDF invoices - Scanned receipts (JPG, PNG) - Email attachments - Screenshots - Bank statements 5. **Maintains Originals**: Preserves original files while organizing copies ## How to Use ### Basic Usage Navigate to you...

Details

Author
davepoon
Repository
davepoon/buildwithclaude
Created
10 months ago
Last Updated
today
Language
TypeScript
License
MIT

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