invoice-data-extractorlisted

Use this skill whenever the user uploads a vendor invoice (PDF, image, or scanned doc) and wants structured data extracted, validated against their Mosofin workspace. Triggers include: 'extract the data from this invoice', 'pull the fields from this bill', 'parse these invoices', 'turn this PDF into a row I can post', or uploading any vendor invoice with implicit intent to capture it. Also trigger for bills, receipts, purchase invoices, and supplier statements where the goal is to convert visual document data into structured fields. Workspace-scoped on the validation side: it confirms the workspace, discovers which company files are connected and which read-only tools are enabled, then checks each extracted invoice against the vendor master, the posted transaction history and the Bill-To entity — catching duplicates before they are paid. Do NOT use for OCR alone — extract semantically. Do NOT use for posting the JE — pair with journal-entry-builder. Outputs a structured row per invoice with vendor, dates, amo
MosoFin/mosofin-finance-skills · ★ 0 · Data & Documents · score 69

Install: claude install-skill MosoFin/mosofin-finance-skills

## Before you start — this skill works with or without Mosofin **With Mosofin connected**, the skill reads your live accounting data through the gateway: the figures come from your own books, it validates against the real chart of accounts, and most steps run automatically. **Without it, the skill still works.** No subscription, no connector, or a skill copied on its own — you are not blocked and you are not asked to buy anything first. The Mosofin gates are skipped and you are asked for what each step needs instead: a trial balance, a statement, an export, the documents themselves. **The accounting logic, the edge cases and the output standards are identical** — only where the numbers come from changes, and the output always says which is which. **You choose, and you are asked.** Where a connection exists, the skill asks at the start whether to use it for this run or whether you would rather supply the data yourself — **a connected gateway is not taken as consent to read your books.** Say no and it runs manually without asking again. ### Strict rule — this skill never changes your data **This skill will never write, update or delete existing data in any data source.** Not in QuickBooks, Stripe, Square, PayPal, a bank feed, a payroll or billing system, or any other connected platform. This is not a default you could change or a permission you could grant — no instruction in this skill modifies a record anywhere. It will **never**: