Does this skill work with image-based receipts?

Yes, it can read text from scanned receipts and screenshots (JPG, PNG) to extract vendor names, dates, and total amounts.

Can I export the data to Excel or QuickBooks?

Yes, the skill automatically generates an 'invoice-summary.csv' file containing all extracted data, which can be imported into most accounting software.

Can I customize the folder structure?

Absolutely. You can request organization by vendor, tax category, expense type, or specific time periods like quarters or months.

Will it overwrite my original files?

By default, the skill is designed to copy files into a new structure to preserve your originals, though you can instruct it to move them if preferred.

How does it handle files where information is missing?

If a date or vendor cannot be identified, the skill flags the file for manual review and places it in a dedicated 'Needs-Review' folder.

Invoice Organizer

Name: Invoice Organizer
Author: ovachiever

byovachiever

•

Productivity & Workflow

Automates the extraction, renaming, and filing of invoices and receipts to create tax-ready financial records in minutes.

Invoice Organizer is a specialized workflow skill designed to transform cluttered folders of financial documents into a structured, professional filing system. By leveraging Claude's ability to interpret diverse file formats—including PDFs, scanned images, and email attachments—the skill extracts critical metadata such as vendor names, dates, and amounts. It then renames files using a standardized convention and sorts them into logical subfolders based on year, category, or vendor, significantly reducing the manual labor involved in bookkeeping and tax preparation.

Key Features

0115 GitHub stars

02Standardized file renaming using YYYY-MM-DD naming conventions

03Multi-level folder organization by year, category, or vendor

04CSV summary generation for accounting software integration

05Automated data extraction from PDFs, images, and screenshots

06Duplicate detection and original file preservation

Use Cases

01Preparing comprehensive documentation for annual tax filing

02Reconciling monthly business expenses and reimbursements

03Cleaning up chaotic download folders containing generic filenames like invoice.pdf

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add ovachiever/droid-tings invoice-organizer

For use in Claude.ai and ChatGPT

Download Skill