Does it overwrite my original files?

By default, the skill is designed to copy files into a new, organized structure to preserve your original documents, although you can explicitly instruct it to move them if preferred.

Can it read image files or just PDFs?

The Invoice Organizer can process both text-based PDFs and various image formats like JPG and PNG by reading the visible text on the receipts using Claude's vision and text analysis capabilities.

Can I customize the folder hierarchy?

Yes, you can specify your preferred organization strategy, such as sorting by vendor, expense category (e.g., Travel, Software), or chronological time periods like quarters and years.

How does it handle files with missing or blurry information?

If critical data like the date or vendor cannot be extracted reliably, the skill flags those files for manual review and typically places them in a dedicated 'Needs Review' folder.

Invoice Organizer

Name: Invoice Organizer
Author: danhhungthaii

bydanhhungthaii

0•

Productivity & Workflow

Automates the organization of financial documents by extracting metadata from invoices and receipts to create a standardized filing system.

The Invoice Organizer skill for Claude Code streamlines the tedious process of bookkeeping by automatically sorting chaotic folders of financial documents. It leverages text and image processing to extract vendor names, dates, amounts, and descriptions, then renames files consistently and organizes them into logical folder structures based on time, category, or vendor. Ideal for small business owners and freelancers, this skill transforms hours of manual filing into a few minutes of automated work, providing tax-ready records and detailed CSV summaries for accountants.

Key Features

01Automated metadata extraction from PDFs and image-based receipts

02Logical folder organization by vendor, category, or time period

03Multi-format support for PDFs, JPGs, PNGs, and screenshots

040 GitHub stars

05Consistent file renaming using standardized YYYY-MM-DD formats

06CSV summary generation for easy import into accounting software

Use Cases

01Generating expense reports and reconciliation spreadsheets for bookkeeping

02Preparing comprehensive documentation and records for tax season

03Cleaning up disorganized download folders containing various receipts

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add danhhungthaii/doancs2 invoice-organizer

For use in Claude.ai and ChatGPT

Download Skill