How does it handle files with missing or unreadable information?

If key details cannot be extracted, the skill flags those files for manual review, uses file metadata as a fallback, and places them in a dedicated 'Needs Review' folder.

Is the generated CSV compatible with accounting software?

Yes, the skill produces a standard CSV file including dates, vendors, amounts, and categories which can be easily imported into tools like QuickBooks, Xero, or Excel.

Can it read scanned image receipts?

Yes, the skill uses text extraction capabilities to identify vendors, dates, and totals from both digital PDF documents and scanned image formats like JPG and PNG.

Does it delete my original files?

No, the default behavior is to copy and rename files into a new folder structure, ensuring your original source files remain untouched as a backup.

Invoice Organizer

Name: Invoice Organizer
Author: Krosebrook

byKrosebrook

•

Productivity & Workflow

Automates bookkeeping by extracting data from invoices and receipts to rename and organize them into tax-ready filing systems.

Invoice Organizer is a specialized Claude Code skill designed to eliminate the manual labor of financial record-keeping. By scanning directories for PDFs and images, it intelligently extracts vendor names, dates, and amounts to generate standardized filenames and logical folder structures. Whether you are preparing for tax season or reconciling monthly business expenses, this skill transforms chaotic document folders into clean, searchable archives while providing a comprehensive CSV summary for direct import into accounting software or delivery to a professional accountant.

Key Features

01Generates detailed CSV summaries for accounting software imports

02Intelligent data extraction from PDFs and image-based receipts

03Automatic folder categorization by vendor, year, or expense type

04Preserves original files while creating organized duplicates

05Standardized filename generation using YYYY-MM-DD formats

061 GitHub stars

Use Cases

01Managing monthly business expense reimbursement workflows

02Preparing structured documentation for annual tax filings

03Cleaning up generic download folders with non-descript filenames

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add krosebrook/source-of-truth-monorepo invoice-organizer

For use in Claude.ai and ChatGPT

Download Skill