invoice-organizer

Organizing invoices for tax prep involves extracting key data like vendor, date, and amount from PDFs and images, then renaming files to a standardized format and sorting them into structured folders. This skill automates the entire process—reading content, renaming files to YYYY-MM-DD Vendor format, categorizing by vendor or expense type, and generating a CSV summary for your accountant.

Yes. This skill uses OCR and PDF parsing to automatically extract vendor, invoice number, date, amount, description, and payment method from both PDFs and scanned images, then organizes them into tax-ready folders without manual data entry.

Invoice organization works with PDFs, scanned receipt images, and email attachments. The skill processes mixed folders containing any combination of these formats and standardizes them into organized, renamed files with a CSV export for accounting review.

Point the skill to your folder of unsorted receipts and invoices. It automatically renames and sorts documents by vendor, category, or date into logical folder structures, preserves originals, and generates a summary CSV—saving hours of manual bookkeeping work.

The skill includes built-in PDF and image processing dependencies. You don't need to configure OCR or PDF tools separately; the skill handles extraction from PDFs and scanned images as part of its automated workflow.

Yes. The skill renames and organizes files into structured folders while preserving your original receipts and invoices, protecting against data loss and maintaining audit trails for tax purposes.