Can the data be exported to Excel or accounting software?

Yes, the skill automatically generates a summary CSV file containing all extracted invoice details, making it easy to import into tools like QuickBooks or Excel.

Can I customize the folder structure?

Absolutely. You can request organization by vendor, category, year, quarter, or a custom structure that fits your specific bookkeeping needs.

Does it modify or delete my original files?

By default, the skill creates copies of your files in a new organized structure, ensuring your original documents remain untouched.

Can it read image-based receipts?

Yes, the skill uses text extraction to identify vendor names, dates, and amounts from JPG, PNG, and scanned PDF files.

What happens if an invoice is missing a date or amount?

The skill flags files with incomplete information and can move them to a 'Needs Review' folder for manual verification.

Invoice Organizer

Name: Invoice Organizer
Author: EricGrill

byEricGrill

•

Productivity & Workflow

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

The Invoice Organizer skill for Claude Code transforms chaotic financial documentation into a professional filing system. It leverages advanced text extraction to identify vendors, dates, and amounts from various formats including PDFs and scanned images. By automatically renaming files and categorizing them into year, vendor, or expense-based structures, it streamlines tax preparation and bookkeeping tasks while maintaining a clear audit trail with generated CSV summaries.

Key Features

01Intelligent duplicate detection and missing information flagging

02Multi-format text extraction from PDFs, images, and scanned receipts

03Automated folder organization by vendor, category, or time period

042 GitHub stars

05Standardized file renaming using consistent YYYY-MM-DD formatting

06Comprehensive CSV report generation for accounting software import

Use Cases

01Reconciling monthly business expenses and employee reimbursement claims

02Streamlining annual tax preparation for freelancers and small businesses

03Cleaning up disorganized download folders and bulk invoice archives

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add ericgrill/agents-skills-plugins invoice-organizer

For use in Claude.ai and ChatGPT

Download Skill