Agent skill · data analytics · onewave-ai
financial-document-parser
Extract and analyze data from invoices, receipts, bank statements, and financial documents. Categorize expenses, track recurring charges, and generate expense reports. Use when user provides financial PDFs or images.
Why this skill is useful
Provides domain-specific patterns for categorizing financial data and generating structured reports that the AI wouldn't reliably generate on its own.
What it needs
About 3k tokens when loaded. Last updated 2026-07-15. 242 stars on the source repository.
What this skill does
Financial Document Parser Extract structured data from financial documents with automatic categorization and analysis. When to Use This Skill Activate when the user: Provides invoices, receipts, or bank statements Asks to "parse this invoice" or "extract data from this receipt" Needs expense categorization Wants to track spending patterns Asks to generate expense reports Mentions financial document analysis Provides PDF or image of financial documents Instructions 1. Identify Document Type Invoice (business to business) Receipt (point of sale) Bank statement Credit card statement Expense report Tax document 2. Extract Core Information For Invoices: Invoice number Invoice date and due date Vendor/supplier name and contact Client/recipient name Line items (description, quantity, unit price, total) Subtotal, tax, and grand total Payment terms Payment methods accepted For Receipts: Merchant name and location Date and time Items purchased Individual prices Subtotal, tax, total Payment method Last 4 digits of card (if present) For Bank/Credit Card Statements: Statement period Account number (last 4 digits) All transactions (date, description, amount, balance) Beginning and ending balance Total credits and debits Fees or interest charges 3. Categorize Expenses Business expenses: Office supplies, software, equipment Travel: Transportation, lodging, meals Utilities: Internet, phone, electricity Professional services: Legal, accounting, consulting Marketing: Advertising, subscriptions Entertainment: Client meals, events Other: Miscellaneous 4. Identify Patterns Recurring charges (subscriptions) Duplicate charges Unusual or high-value transactions Tax-deductible expenses Foreign currency transactions 5. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills onewave-ai/financial-parser