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wsxwj123
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invoice-organizer

Extract invoice data from PDFs, images, and emails, then rename and organize files.

7|Updated Jan 27, 2026
Search Tags:#organization#tax#data-extraction#invoice#filing#filename-standardization
One-click install
npx skills add https://github.com/wsxwj123/opencode-skills-backup --skill invoice-organizer-wsxwj123
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: invoice-organizer
Source: https://github.com/wsxwj123/opencode-skills-backup/tree/main/invoice-organizer
Command: npx skills add https://github.com/wsxwj123/opencode-skills-backup --skill invoice-organizer-wsxwj123

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

In many businesses, invoices and receipts arrive in messy formats and scattered folders, making tax prep and expense tracking time-consuming and error-prone.

Core Features & Use Cases

  • Extracts key data from invoices (date, vendor, invoice number, amount) from PDFs, images, and emails.
  • Renames files to a consistent, sortable format: YYYY-MM-DD Vendor - Invoice - Description.ext
  • Organizes documents into vendor-, category-, and date-based folders, while preserving originals.
  • Generates a summary CSV for accounting and audits.

Quick Start

Ask the assistant to clean up a folder of invoices by reading content, standardizing filenames, and filing by vendor and date.

Frequently Asked Questions about invoice-organizer

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

FAQPage Schema
How do I automate invoice data extraction from PDFs and images for tax filing?▼

Automating invoice data extraction reads dates, vendors, invoice numbers, and totals directly from PDFs, images, and emails. The process standardizes filenames and organizes documents into vendor and date folders while generating a CSV summary for accounting.

What's the best way to standardize invoice filenames for accounting audits?▼

Standardizing invoice filenames requires renaming files to a consistent, sortable format like YYYY-MM-DD Vendor - Invoice - Description. This approach preserves originals while organizing documents into structured folders for audit-ready accounting.

Can I extract invoice data from emails and organize documents by vendor automatically?▼

Yes, extracting invoice data from emails captures key fields and organizes documents into vendor-, category-, and date-based folders. This automated filing system preserves original files while sorting records for tax preparation.

Does automated invoice filing support manual review for ambiguous records?▼

Automated invoice filing supports manual review for ambiguous records by flagging unclear data during extraction. This ensures accurate vendor categorization and reliable CSV summary generation for accounting and audits.

How do I generate a CSV summary of extracted invoice data for accounting?▼

Generating a CSV summary of extracted invoice data compiles dates, vendors, invoice numbers, and totals into a spreadsheet format. This summary provides an organized accounting overview after standardizing filenames and sorting documents.

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