invoice-organizer

Extract invoice metadata, rename files, and organize them into tax-ready folders.

Updated Jan 8, 2026
One-click install
npx skills add https://github.com/quany/skills --skill invoice-organizer-quany
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: invoice-organizer
Source: https://github.com/quany/skills/tree/main/invoice-organizer
Command: npx skills add https://github.com/quany/skills --skill invoice-organizer-quany

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill eliminates the manual chaos of organizing scattered invoices by automatically extracting key metadata, renaming files to a consistent standard, and sorting documents into year-, vendor-, or category-based folders to support tax readiness.

Core Features & Use Cases

  • Reads Invoice Content: Extracts vendor name, invoice number, date, amount, and description from PDFs, images, and documents.
  • Renames Files Consistently: Uses the standard format YYYY-MM-DD Vendor - Invoice - Description.ext to make sorting reliable.
  • Organizes by Year/Category/Vendor: Creates a predictable folder structure to support accounting and audits.
  • Maintains Originals: Keeps original files while generating organized copies.
  • Handles Multiple Formats: Works with PDFs, JPG/PNG receipts, emails, and screenshots.

Quick Start

Place your invoices in a single folder and run the skill to scan, extract, rename, and file them into a tax-ready structure. Sample command: organize-invoices ~/Downloads/invoices

Frequently Asked Questions about invoice-organizer

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

FAQPage Schema
How do I automatically organize invoice files for tax preparation?

To automate invoice organization, you extract metadata like vendor name, date, and amount from files, then rename and file them into structured folders. This creates a tax-ready directory for accountants.

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

Yes, invoice data extraction works with PDFs, images, JPG/PNG receipts, emails, and screenshots. It pulls vendor name, invoice number, date, amount, and description from these various formats.

How do I batch rename invoices with a standardized filename format?

Batch renaming invoices uses the standard format YYYY-MM-DD Vendor - Invoice - Description.ext. This makes sorting reliable by applying extracted metadata consistently across all processed files.

How do I export an invoice summary CSV for my accountant?

Exporting an invoice summary CSV involves scanning invoices, extracting key metadata, and generating a structured file. This summary lists extracted vendor details, dates, and amounts for accounting use.

Does invoice automation keep my original files after renaming and sorting?

Yes, invoice automation maintains original files while generating organized copies. It creates a predictable folder structure by year, category, or vendor without altering the source documents.

What is the best way to sort invoices into folders by year and vendor?

The best way to sort invoices is using automated extraction to create a predictable folder organization by year, category, or vendor. This supports accounting and audits by standardizing your directory structure.