invoice-organizerlisted
Install: claude install-skill aiskillstore/marketplace
# Invoice Organizer
This skill transforms chaotic folders of invoices, receipts, and financial documents into a clean, tax-ready filing system without manual effort.
## When to Use This Skill
- Preparing for tax season and need organized records
- Managing business expenses across multiple vendors
- Organizing receipts from a messy folder or email downloads
- Setting up automated invoice filing for ongoing bookkeeping
- Archiving financial records by year or category
- Reconciling expenses for reimbursement
- Preparing documentation for accountants
## What This Skill Does
1. **Reads Invoice Content**: Extracts information from PDFs, images, and documents:
- Vendor/company name
- Invoice number
- Date
- Amount
- Product or service description
- Payment method
2. **Renames Files Consistently**: Creates standardized filenames:
- Format: `YYYY-MM-DD Vendor - Invoice - ProductOrService.pdf`
- Examples: `2024-03-15 Adobe - Invoice - Creative Cloud.pdf`
3. **Organizes by Category**: Sorts into logical folders:
- By vendor
- By expense category (software, office, travel, etc.)
- By time period (year, quarter, month)
- By tax category (deductible, personal, etc.)
4. **Handles Multiple Formats**: Works with:
- PDF invoices
- Scanned receipts (JPG, PNG)
- Email attachments
- Screenshots
- Bank statements
5. **Maintains Originals**: Preserves original files while organizing copies
## How to Use
### Basic Usage
Navigate to you