invoice-organizer

Extract invoice data, rename files, and sort receipts into tax-ready folders.

Updated Feb 15, 2026
One-click install
npx skills add https://github.com/ricable/mcai --skill invoice-organizer-ricable
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: invoice-organizer
Source: https://github.com/ricable/mcai/tree/main/.agents/skills/invoice-organizer
Command: npx skills add https://github.com/ricable/mcai --skill invoice-organizer-ricable

SYSTEM DOCUMENTATION & REQUIREMENTS

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.

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 scanned receipts and PDF invoices for tax preparation?

Organizing messy invoice files involves extracting key details like vendor, date, and amount, then renaming documents consistently and sorting them into tax-ready folders by year or category. This Skill handles PDFs, scanned receipts, and email attachments automatically.

Can I organize mixed receipt formats like screenshots and email attachments into a bookkeeping system?

Yes, you can organize mixed receipt formats like screenshots and email attachments into a bookkeeping system. The Skill processes various file types, extracts key transaction data, and groups files by vendor, category, date, or tax status for bookkeeping and accounting workflows.

Does receipt and invoice organization preserve original source files?

Yes, receipt and invoice organization preserves original source files. The Skill keeps source documents intact when needed while generating consistently renamed copies and a CSV summary for accountants or expense tracking.

What is the best way to generate a CSV summary from extracted invoice data?

The best way to generate a CSV summary from extracted invoice data is using an automated organizer to read document details and compile them. This Skill outputs a spreadsheet of extracted vendor, date, amount, and description details for expense tracking.

Can I sort bank statements and receipts by category for expense tracking?

Yes, you can sort bank statements and receipts by category for expense tracking. The Skill groups files by vendor, category, date, or tax status, making it easy to prepare clean records for reimbursement and accounting workflows.