What problem does it solve?
This Skill removes the manual work of sorting chaotic invoices and receipts, making it easy to prepare clean, tax-ready records from scattered financial documents.
Core Features & Use Cases
- Extracts key invoice data: Reads PDFs, scanned receipts, screenshots, email attachments, and bank statements to identify vendor, date, amount, invoice number, and description.
- Renames files consistently: Converts messy filenames into a standard format that is easier to search, sort, and archive.
- Organizes by structure: Groups files by vendor, category, date, or tax status for bookkeeping, reimbursement, and accounting workflows.
- Preserves originals and reports results: Keeps source files intact when needed and can generate a CSV summary for accountants or expense tracking.
- Use case: A business owner can drop a folder of mixed receipts into the Skill and get a neatly organized archive with standardized names and a spreadsheet of all extracted details.
Quick Start
Ask the skill to organize the invoices and receipts in your current folder by extracting key details, renaming each file consistently, and sorting them into tax-ready folders.