financial-document-parser

Extract structured CSV/JSON data from financial PDFs and images, including invoices, receipts, and bank statements.

245|39|Updated Oct 22, 2025
One-click install
npx skills add https://github.com/OneWave-AI/claude-skills --skill financial-document-parser
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: financial-document-parser
Source: https://github.com/OneWave-AI/claude-skills/tree/main/financial-parser
Command: npx skills add https://github.com/OneWave-AI/claude-skills --skill financial-document-parser

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill eliminates the manual, error-prone process of extracting and categorizing data from financial documents. It saves individuals and businesses significant time in expense reporting, financial analysis, and record-keeping.

Core Features & Use Cases

  • Data Extraction: Pull key information (e.g., invoice numbers, dates, line items, totals) from invoices, receipts, bank statements, and other financial PDFs or images.
  • Expense Categorization: Automatically assign expenses to relevant categories (e.g., software, travel, office supplies) for easy budgeting and tax preparation.
  • Recurring Charge Tracking: Identify subscriptions and regular payments, helping users manage their recurring expenses and avoid unwanted charges.
  • Use Case: A small business owner receives numerous invoices and receipts monthly. This Skill processes them, extracts all line items and totals, categorizes expenses, and generates a CSV-ready expense report, streamlining their accounting process.

Quick Start

Example: Parse an invoice

"Extract all data from this invoice PDF, categorize the expenses, and summarize the total amount."

Frequently Asked Questions about financial-document-parser

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I extract data from invoices and receipts automatically?

Extract structured data from invoices, receipts, bank statements, and expense reports by uploading PDFs or images. The Skill pulls key information like invoice numbers, dates, line items, totals, taxes, and payment terms, then outputs results as CSV or JSON for immediate use.

Can I categorize expenses automatically from financial documents?

Yes. Automatically assign extracted expenses to relevant categories like software, travel, and office supplies. This streamlines budgeting, tax preparation, and expense reporting without manual sorting.

What financial document formats does this support?

The Skill processes invoices, receipts, bank statements, credit card statements, and expense reports in PDF and image formats, preserving currency formats and extracting all structured line-item data.

How do I identify recurring charges from bank statements?

Track subscriptions and regular payments by extracting and analyzing transaction data from bank and credit card statements. Identify patterns to flag unwanted recurring charges and manage subscription costs.

Does this detect anomalies in financial documents?

Yes. The Skill flags anomalies during extraction and categorization, helping you spot unusual charges, duplicate entries, or inconsistencies across invoices and statements for financial review.

Can I generate expense reports directly from receipts and invoices?

Automatically generate CSV-ready expense reports by extracting and categorizing data from receipts and invoices. Save hours on manual data entry and expense reconciliation for accounting workflows.