Invoice Organizer
Skill Verified ActiveAutomatically organizes invoices and receipts for tax preparation by reading messy files, extracting key information, renaming them consistently, and sorting them into logical folders. Turns hours of manual bookkeeping into minutes of automated organization.
To significantly reduce the manual effort required for organizing financial documents, making tax preparation and expense management efficient and accurate.
Features
- Extracts vendor, date, amount, and description from invoices/receipts
- Renames files to a consistent YYYY-MM-DD Vendor - Invoice - Description format
- Organizes files into user-defined folders (by vendor, category, date, or tax category)
- Supports PDF, JPG, PNG, and other common document formats
- Generates a CSV summary of all extracted invoice details
Use Cases
- Preparing for tax season by organizing all financial records
- Automating the filing of new invoices downloaded from emails or vendor portals
- Reconciling business expenses by categorizing receipts
- Creating a clean, searchable archive of financial documents
Non-Goals
- Performing accounting or bookkeeping tasks beyond file organization
- Interacting directly with accounting software or bank APIs
- Categorizing expenses as tax-deductible without explicit user input or clear labels
Installation
First, add the marketplace
/plugin marketplace add davepoon/buildwithclaude/plugin install all-skills@buildwithclaudeQuality Score
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