Does it work with image-based receipts?

Yes, the skill can read visible text from scans and images such as JPG and PNG files to extract vendor, date, and amount information.

Does it delete my original files?

By default, the skill is designed to copy files to the new organized structure to preserve your original documents, though you can request to move them instead.

Can it process multiple years of data at once?

Yes, it can scan a single folder containing years of records and automatically sort them into separate annual or quarterly folders based on the extracted dates.

How does this help with my accountant?

It generates a standardized CSV summary of all processed invoices, which can be directly imported into accounting software or shared with financial professionals.

Can I customize the folder structure?

Absolutely. You can specify organization by vendor, expense category, date (year/quarter), or tax deductibility status.

Invoice Organizer

Name: Invoice Organizer
Author: skillcreatorai

byskillcreatorai

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601

Productivity & Workflow

Automatically organizes chaotic invoice and receipt files into a structured, tax-ready filing system by extracting key metadata and renaming files consistently.

About

The Invoice Organizer skill transforms messy folders of financial documents into a professional bookkeeping system without manual intervention. By scanning PDFs and images, it extracts critical data such as vendor names, dates, and amounts to rename files into a standardized 'YYYY-MM-DD' format. It then categorizes documents into logical folder structures—by year, category, or vendor—and generates comprehensive CSV summaries for accounting software, significantly reducing the time required for tax preparation, expense reconciliation, and financial auditing.

Key Features

Multi-tier organizational strategies including sorting by year, category, or vendor
Generation of CSV expense summaries for easy import into accounting software
601 GitHub stars
Automated metadata extraction from PDFs and images including vendor, date, and amount
Standardized file renaming using consistent 'YYYY-MM-DD' naming conventions
Support for various file formats including scans, screenshots, and digital PDFs

Use Cases

Streamlining documentation and reports for annual tax preparation
Reconciling business expenses for reimbursement or corporate audits
Automating the cleanup of messy download folders containing generic 'invoice.pdf' files

About

Key Features

Multi-tier organizational strategies including sorting by year, category, or vendor
Generation of CSV expense summaries for easy import into accounting software
601 GitHub stars
Automated metadata extraction from PDFs and images including vendor, date, and amount
Standardized file renaming using consistent 'YYYY-MM-DD' naming conventions
Support for various file formats including scans, screenshots, and digital PDFs

Use Cases

Streamlining documentation and reports for annual tax preparation
Reconciling business expenses for reimbursement or corporate audits
Automating the cleanup of messy download folders containing generic 'invoice.pdf' files