financial-document-processor

Extract structured data from financial documents via OCR and PDF text extraction.

134|21|Updated Nov 12, 2025
One-click install
npx skills add https://github.com/letta-ai/skills --skill financial-document-processor
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Skill: financial-document-processor
Source: https://github.com/letta-ai/skills/tree/main/ai/benchmarks/letta/terminal-bench-2/trajectory-only/financial-document-processor
Command: npx skills add https://github.com/letta-ai/skills --skill financial-document-processor

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Guidance for processing financial documents via OCR and text extraction, with safe file operations and verification.

Core Features & Use Cases

  • OCR extraction: amounts, dates, VAT
  • Document classification: invoices, receipts, statements
  • Safe processing: backup, copy-then-verify patterns

Quick Start

Extract totals and dates from a set of invoices and export to CSV.

Frequently Asked Questions about financial-document-processor

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

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

OCR extraction reads text and structured data—amounts, dates, VAT—from scanned or image-based financial documents. The Skill applies OCR to varied formats including PDFs and images, normalizing extracted values and organizing results into structured outputs like CSV or JSON for further processing.

Can I safely process financial documents with backup and verification?

Yes. Safe processing follows copy-verify-delete workflows: backup documents before extraction, verify extracted data against originals, then securely delete working copies. This pattern ensures data integrity and audit-ready logs for compliance-sensitive financial operations.

What file formats does financial document processing support?

Text-based and scanned PDFs, plus image formats. The Skill handles both native PDF text extraction and OCR on image-heavy documents, classifying them as invoices, receipts, or statements and normalizing dates, currencies, and numeric values across varied layouts.

How do I export extracted financial data to CSV or JSON?

After extraction, structured data is organized and exported directly to CSV or JSON formats. This enables downstream analysis, integration with accounting systems, or bulk processing of extracted amounts, dates, and line-item details.

What happens if OCR extraction fails on a damaged or unusual document?

Robust error handling captures failures with audit-ready logs detailing what went wrong. The Skill's safe file operations and verification patterns ensure no data loss; errors are logged for review, allowing manual intervention or reprocessing without compromising the original document.