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invoice-organizer

Extract invoice fields, rename files, and organize into folders with a CSV.

Updated Jul 11, 2025
Search Tags:#receipts#organization#csv#vendor#tax#invoice#renaming
One-click install
npx skills add https://github.com/mattleonard16/taxhelper --skill invoice-organizer-mattleonard16
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: invoice-organizer
Source: https://github.com/mattleonard16/taxhelper/tree/main/.factory/skills/invoice-organizer
Command: npx skills add https://github.com/mattleonard16/taxhelper --skill invoice-organizer-mattleonard16

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Messy invoice and receipts folders waste time during tax season. This Skill reads PDFs, images, and email attachments, extracts critical fields (date, vendor, invoice number, total), and surfaces them for automated filing.

Core Features & Use Cases

  • Automated extraction: Reads invoices (PDFs, JPG/PNG receipts) and pulls date, vendor, invoice number, and amount.
  • Standardized renaming: Renames files to the consistent pattern: YYYY-MM-DD Vendor - Invoice - Description.ext.
  • Smart organization: Sorts into year- and category-based folders (vendor, software, office, travel, etc.) and outputs an accountant-ready CSV.
  • Originals preserved: Keeps the original files intact while producing organized copies.

Quick Start

Ask your AI to organize invoices in a folder by date and vendor and generate an accountant-ready CSV.

Frequently Asked Questions about invoice-organizer

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

FAQPage Schema
How do I extract data from invoice PDFs and images for tax preparation?▼

Automated invoice extraction reads mixed PDFs, images, and email attachments to pull date, vendor, invoice number, and total amount. This Skill handles this extraction automatically to prepare data for tax filing.

Can I automatically rename and sort invoice files by date and vendor?▼

Yes, you can automatically rename and sort invoice files. This Skill standardizes filenames to YYYY-MM-DD Vendor - Invoice - Description.ext and organizes copies into year/category/vendor folders while preserving originals.

How do I generate an accountant-ready CSV from a folder of mixed receipts?▼

Generating an accountant-ready CSV requires extracting invoice data into structured rows. This Skill processes mixed files and outputs a summary CSV report formatted specifically for tax preparation.

Does this invoice organization tool support multi-year and multi-vendor collections?▼

Yes, this invoice organization tool supports multi-year and multi-vendor collections. It processes large batches of mixed files, sorting them into appropriate year and category folders while preserving the original files.

What is the best way to organize mixed email attachments and PDFs for tax time?▼

The best way to organize mixed invoice files is to extract their data and sort them into structured folders. This Skill reads email attachments and PDFs, renaming them by date and vendor for easy tax filing.

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