invoice-organizer

Extract invoice details from PDFs and images, rename files, and generate a CSV summary.

Updated Dec 23, 2025
One-click install
npx skills add https://github.com/take566/skills --skill invoice-organizer-take566
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: invoice-organizer
Source: https://github.com/take566/skills/tree/main/invoice-organizer
Command: npx skills add https://github.com/take566/skills --skill invoice-organizer-take566

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve?

This Skill transforms chaotic folders of invoices, receipts, and financial documents into a clean, tax-ready filing system without manual effort, turning hours of manual bookkeeping into minutes of automated organization.

Core Features & Use Cases

  • Extracts Key Information: Reads vendor name, invoice number, date, amount, and descriptions from PDFs and images.
  • Standardizes Filenames: Renames files to a consistent YYYY-MM-DD Vendor - Invoice - Product.pdf format.
  • Organizes by Category: Sorts files into logical folders (by vendor, category, or date).
  • Generates Summary CSV: Creates a spreadsheet of all extracted invoice details for accounting.
  • Use Case: Preparing for tax season and need organized records, managing business expenses, or archiving financial records.

Quick Start

Organize all invoices in the current folder by vendor and create a summary CSV.

Frequently Asked Questions about invoice-organizer

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

FAQPage Schema
How do I automatically extract information from PDF invoices and scanned receipts?

You can automatically extract information from PDF invoices and scanned receipts by using an automation tool that reads files, identifies vendor name and amount, and renames them consistently. It processes images and PDFs to organize your documents instantly.

What is the best way to organize receipts for tax preparation?

The best way to organize receipts for tax preparation is to automate the sorting of files into logical folders by vendor, expense category, or date. This creates a clean, tax-ready filing system and generates a CSV summary of all details.

Can I generate a CSV summary of invoice details from messy bookkeeping files?

Yes, you can generate a CSV summary of invoice details from messy bookkeeping files. The automation tool reads disorganized documents, extracts key data like invoice numbers and amounts, and outputs a standardized spreadsheet for accounting purposes.

Does automated invoice organization work with email attachments and screenshots?

Automated invoice organization works with email attachments and screenshots. It handles PDF invoices, scanned receipts in JPG or PNG format, and screenshots, extracting the necessary data to rename and sort them into logical folders.

How do I standardize filenames for a folder of mixed receipts and invoices?

To standardize filenames for a folder of mixed receipts and invoices, an automation tool reads each document, extracts the date and vendor, and renames them consistently to a YYYY-MM-DD Vendor - Invoice - Product format, sorting them into logical folders.