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invoice-organizer

Sorts uploaded files by category and year, organizing them into folders.

76|3|Updated Jan 20, 2026
Search Tags:#automation#organization#csv#vendor#tax#invoice#renaming
One-click install
npx skills add https://github.com/evolving-machines-lab/evolve --skill invoice-organizer-evolving-machines-lab
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: invoice-organizer
Source: https://github.com/evolving-machines-lab/evolve/tree/main/skills/invoice-organizer
Command: npx skills add https://github.com/evolving-machines-lab/evolve --skill invoice-organizer-evolving-machines-lab

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Invoices, receipts, and financial documents often arrive in chaotic formats and mixed folders, making tax prep and expense tracking time-consuming. This skill automates reading, extracting key details, renaming files with a consistent standard, and organizing documents into vendor/category/year structures to streamline accounting.

Core Features & Use Cases

  • Reads Invoice Content: Extracts vendor name, invoice number, date, amount, and description from PDFs, images, and documents.
  • Renames Files Consistently: Creates standardized filenames like YYYY-MM-DD Vendor - Invoice - Description.ext.
  • Organizes by Category & Time: Sorts into folders by vendor, expense category, and year for easy retrieval.
  • Maintains Originals: Preserves original files while organizing copies.

Quick Start

Ask me to organize invoices in a folder by vendor and year.

Frequently Asked Questions about invoice-organizer

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

FAQPage Schema
How do I organize messy invoices and rename PDF files consistently?▼

To organize messy invoices, this skill extracts vendor name, date, and amount from PDFs, then renames files with a standard YYYY-MM-DD Vendor - Invoice - Description format for consistent retrieval.

Can I extract invoice data from scanned images and email attachments?▼

Yes, invoice data extraction works on PDFs, scans, images, and email attachments. It parses vendor name, invoice number, date, amount, and description from these varied document formats.

What is the best way to sort invoices into folders for tax preparation?▼

The best way to sort invoices for tax preparation is by vendor, expense category, and year. This skill automatically structures folders logically to streamline accounting and archival retrieval.

Does invoice organization work without losing my original files?▼

Yes, invoice organization preserves your original files. The skill maintains the originals while organizing copies into the new vendor, category, and year folder structures.

What happens if invoice parsing is missing data during file renaming?▼

When invoice parsing is missing data, the skill triggers an optional manual review step. This ensures predictable naming conventions and accurate sorting before finalizing the organization.

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