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 produces a clean, consistently named filing system. ## Core Features & Use Cases - Information Extraction: Reads PDFs, scanned images, and screenshots 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 chronological sorting. - Flexible Organization: Sorts files 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, sorts them into 2024/Software/Adobe/ style folders, and produces an invoice-summary.csv ready for your accountant. ## Quick Start Ask the assistant to read all invoices in your receipts folder, rename them to the standard date-vendor-description format, and organize them into folders by category with a CSV summary.
