invoice-organizer

Automatically organize invoices and receipts into a tax-ready filing system with consistent naming and logical folder structure. This skill transforms chaotic folders of invoices, receipts, and financial documents into a clean, tax-ready filing system without manual effort. Reads Invoice Content : Extracts information from PDFs, images, and documents: Renames Files Consistently : Creates standardized filenames: Organizes by Category : Sorts into logical folders: Handles Multiple Formats : Works with: Maintains Originals : Preserves original files while organizing copies Navigate to your messy invoice folder: Then ask Claude Code: Or more specifically: When a user requests invoice organization: Scan the Folder Identify all invoice files: Report findings: Extract Information from Each File For each invoice, extract: From PDF invoices : From image receipts : Fallback for unclear files : Determine Organization Strategy Ask user preference if not specified: Create Standardized Filename For each invoice, create a filename following this pattern: Examples: Filename Best Practices : Execute Organization Before moving files, show the plan: Invoices/ ├── 2023/ │ ├── Software/ │ │ ├── Adobe/ │ │ └── Microsoft/ │ ├── Services/ │ └── Office/ └── 2024/ ├── Software/ ├── Services/ └── Office/ After approval: Generate Summary Report Create a CSV file with all invoice details: This CSV is...