What problem does it solve? Messy folders of invoices and receipts with inconsistent filenames make tax preparation and expense reconciliation 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 email attachments 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 reliable 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 in a downloads folder. 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 Organize all invoices in this folder by extracting the date, vendor, and description from each file, renaming them to the standard format, and sorting them into folders by year and category with a CSV summary.
