Agent skill · operations · aiskillstore
invoice-organizer
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.
Why this skill is useful
Adds executable scripts for organizing and renaming invoices that automate a complex manual process.
What it needs
Requires ocr-tools, python installed locally. About 6k tokens when loaded. Last updated 2026-08-07. 405 stars on the source repository.
What this skill does
Invoice Organizer This skill transforms chaotic folders of invoices, receipts, and financial documents into a clean, tax-ready filing system without manual effort. When to Use This Skill Preparing for tax season and need organized records Managing business expenses across multiple vendors Organizing receipts from a messy folder or email downloads Setting up automated invoice filing for ongoing bookkeeping Archiving financial records by year or category Reconciling expenses for reimbursement Preparing documentation for accountants What This Skill Does 1. Reads Invoice Content: Extracts information from PDFs, images, and documents: Vendor/company name Invoice number Date Amount Product or service description Payment method 2. Renames Files Consistently: Creates standardized filenames: Format: YYYY-MM-DD Vendor - Invoice - ProductOrService.pdf Examples: 2024-03-15 Adobe - Invoice - Creative Cloud.pdf 3. Organizes by Category: Sorts into logical folders: By vendor By expense category (software, office, travel, etc.) By time period (year, quarter, month) By tax category (deductible, personal, etc.) 4. Handles Multiple Formats: Works with: PDF invoices Scanned receipts (JPG, PNG) Email attachments Screenshots Bank statements 5. Maintains Originals: Preserves original files while organizing copies How to Use Basic Usage Navigate to your messy invoice folder: Then ask Claude Code: Or more specifically: Advanced Organization Instructions When a user requests invoice organization: 1. Scan the Folder Identify all invoice files: Report findings: Total number of files File types Date range (if discernible from names) Current organization (or lack thereof) 2. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills aiskillstore/invoice-organizer