invoice-organizer

To organize invoices automatically, the skill scans folders to extract vendor, date, and total from PDFs and images, then renames and files them into a structured folder tree while exporting a CSV for tax preparation.

Yes, you can extract invoice metadata from images and emails for bookkeeping. The skill reads content from PDFs, images, and emails to pull vendor, date, invoice number, and total details for automated file renaming and sorting.

A reliable way to rename and sort PDF invoices by vendor and date is applying a deterministic format like YYYY-MM-DD Vendor - Invoice - Description.ext, which this skill applies automatically while building a category-based folder tree.

Yes, the invoice organizer preserves original files and exports a CSV of details. It uses non-destructive file handling to maintain your audit-ready archives while generating a CSV export of the extracted invoice metadata.

To handle messy bank statements and receipts for an audit-ready archive, the skill processes mixed file types across vendors and dates, applying standard naming and structured folder sorting without altering or deleting your original documents.

Supported file formats for automated invoice filing and vendor classification include PDFs, images, emails, and bank statements. The skill extracts metadata from these formats to enable ongoing bookkeeping and tax preparation workflows.