What problem does it solve?
Invoices, receipts, and financial documents often arrive in messy, unstructured folders. This skill automatically extracts essential details, renames files consistently, and sorts documents into a clean, tax-ready filing system, saving time and reducing errors.
Core Features & Use Cases
- Automated data extraction: Reads PDFs and images to capture vendor, date, invoice number, amount, and description for accurate records.
- Standardized renaming: Renames each file using a consistent YYYY-MM-DD Vendor - Invoice - Description format to improve traceability.
- Smart organization: Sorts files into hierarchical folders by vendor, category, and year (while preserving originals) for easy retrieval and audits.
- Multi-format support: Handles PDFs, scanned receipts (images), email attachments, and screenshots across various input sources.
- Auditable summaries: Generates a CSV with key fields for accounting and tax reporting.
Quick Start
Organize all invoices in a folder and run the organizer to rename files to standard formats and sort them by vendor and category.