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Invoice Organizer

Skill Verified Active

Automatically 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.

Purpose

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@buildwithclaude

Quality Score

Verified
97 /100
Analyzed about 20 hours ago

Trust Signals

Last commit5 days ago
Stars2.9k
LicenseMIT
Status
View Source

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