invoice-organizer
CommunityAutomate invoice organization, simplify tax prep.
Finance & Accounting#automation#document organization#receipts#bookkeeping#invoices#expense tracking#tax preparation
Authorashleytower
Version1.0.0
Installs0
System Documentation
What problem does it solve?
The manual process of organizing invoices and receipts for tax season or expense tracking is incredibly tedious and time-consuming. This skill automates the entire bookkeeping process, transforming chaotic files into a perfectly organized, tax-ready system.
Core Features & Use Cases
- Intelligent Data Extraction: Automatically reads PDFs and images to extract vendor, date, amount, and description.
- Standardized Renaming: Renames files consistently (e.g.,
YYYY-MM-DD Vendor - Invoice - Product.pdf) for easy sorting. - Automated Categorization: Sorts documents into logical folders by vendor, expense category, or date, and generates a summary CSV.
- Use Case: Point it to a folder of hundreds of unsorted receipts and invoices, and it will rename, categorize, and generate a summary CSV for your accountant, saving you hours of manual work.
Quick Start
Navigate to your messy invoice folder:
cd ~/Desktop/receipts-to-sort
Then ask Claude Code:
Organize these invoices for taxes
Dependency Matrix
Required Modules
pypdfpdfplumberpytesseractpdf2image
Components
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: invoice-organizer Download link: https://github.com/ashleytower/claude-skills-collection/archive/main.zip#invoice-organizer Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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