Agent skill · data analytics · borghei
invoice-organizer
Categorize invoices and receipts by vendor, expense, and tax bucket, detect duplicates, and produce a tax-ready monthly summary. Use during bookkeeping, tax prep, or expense reimbursement.
Why this skill is useful
Adds a Python script for bulk categorization of invoices and receipts, including duplicate detection and tax summary generation that the AI wouldn't reliably generate on its own.
What it needs
Requires python installed locally. About 3k tokens when loaded. Last updated 2026-07-21. 462 stars on the source repository.
What this skill does
Invoice Organizer Bulk-categorize a CSV of invoices or receipts, detect duplicates, and produce a tax-ready monthly summary. --- Table of Contents Keywords Quick Start Core Workflows Tools Reference Guides Templates Best Practices --- Keywords invoice, invoices, receipt, receipts, expense, expenses, bookkeeping, accounting, tax, tax prep, categorization, vendor, reimbursement, monthly summary --- Clarify First Before categorizing, confirm these inputs. If any is unknown or vague, ASK — do not assume: [ ] Receipt CSV fields — date, vendor, description, amount drive categorization and duplicate detection [ ] Tax bucket scheme — US Schedule C vs UK self-employment vs generic sets which categories the summary maps to [ ] Recurring-vendor rules — known vendor→category mappings to seed categoryrules.json and cut the uncategorized bucket Stop rule: ask only the 2-3 that most change the output. If the user says "just draft it," proceed and list your assumptions at the top of the artifact. --- Quick Start Categorize 200 Receipts in 1 Minute 1. Export receipts from your bank or expense tool as a CSV with columns: date,vendor,description,amount,currency 2. Run: 3. Review the categorized output and override anything wrong via the rules file 4. Export the monthly summary for handoff to your accountant --- Core Workflows Workflow 1: Monthly Bookkeeping Goal: Convert a month of unstructured receipts into a categorized, tax-ready summary in under 10 minutes. Steps: 1. Export receipts as CSV from your bank, card, or expense tool 2. Run: python scripts/invoicecategorizer.py receipts.csv 3. Review the uncategorized bucket — these need rules added or manual override 4. Add rules to assets/categoryrules.json for any recurring vendors 5. Re-run; uncategorized count should drop each month as the rules file grows 6. Drop the monthly summary into assets/monthlysummarytemplate.md Expected Output: Categorized expense list + monthly totals by category + duplicate-suspect list. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills borghei/invoice-organizer