Can I customize the folder structure?

Absolutely. You can instruct the skill to organize files by vendor, expense category (e.g., Software, Travel), time period, or tax deductibility.

Does this skill work with image-based receipts?

Yes, the Invoice Organizer uses text extraction to read vendor, date, and total amount information from JPG and PNG scans or screenshots.

How does it help with tax preparation?

It generates a standardized CSV spreadsheet containing all extracted invoice details, which can be directly shared with accountants or imported into accounting software.

Will it overwrite or delete my original files?

By default, the skill is designed to create organized copies to preserve your original records, although it can move files directly if you explicitly request it.

Invoice Organizer

Name: Invoice Organizer
Author: QuyDatSadBoy

byQuyDatSadBoy

Productivity & Workflow

Automates the extraction, renaming, and filing of invoices and receipts into organized, tax-ready folder structures.

About

The Invoice Organizer skill eliminates the manual drudgery of bookkeeping by intelligently processing messy folders of financial documents. It leverages text extraction to identify vendor names, dates, and amounts from various formats—including PDFs and scanned images—standardizing filenames and sorting them into logical hierarchies based on year, category, or vendor. Whether preparing for tax season or reconciling monthly business expenses, this skill streamlines financial record-keeping while creating a comprehensive CSV summary for accountants or tracking software.

Key Features

Automated data extraction from PDFs and images (vendor, date, amount)
Logical folder organization by year, category, or vendor
Support for multiple formats including screenshots and email attachments
0 GitHub stars
Generation of CSV summaries for easy accounting software import
Standardized file renaming using consistent YYYY-MM-DD formatting

Use Cases

Transforming chaotic receipt folders into organized tax-ready systems
Archiving multi-year financial records into a searchable hierarchy
Reconciling monthly business expenses for reimbursement

About

Key Features

Automated data extraction from PDFs and images (vendor, date, amount)
Logical folder organization by year, category, or vendor
Support for multiple formats including screenshots and email attachments
0 GitHub stars
Generation of CSV summaries for easy accounting software import
Standardized file renaming using consistent YYYY-MM-DD formatting

Use Cases

Transforming chaotic receipt folders into organized tax-ready systems
Archiving multi-year financial records into a searchable hierarchy
Reconciling monthly business expenses for reimbursement