What problem does it solve? Messy folders of invoices and receipts with inconsistent filenames make tax preparation and expense tracking slow and error-prone. This Skill reads each document, extracts key details, and turns the chaos into a clean, consistently named filing system. ## Core Features & Use Cases - Information Extraction: Reads PDFs, scanned receipts, and images to pull vendor name, invoice number, date, amount, and description. - Standardized Renaming: Renames files to a consistent YYYY-MM-DD Vendor - Invoice - Description format for reliable sorting. - Folder Organization: Sorts invoices by vendor, expense category, year, quarter, or tax category, and generates a CSV summary for accountants. - Use Case: You have 147 randomly named invoice PDFs downloaded from email. The Skill reads each one, renames them consistently, files them into Invoices/2024/Software/Adobe/ style folders, and produces an invoice-summary.csv ready for your accountant. ## Quick Start Ask the assistant to organize all invoices in the current folder by extracting dates and vendors, renaming files to the standard format, and sorting them by category with a CSV summary.
