financial-document-parser

name	financial-document-parser
description	Extract and analyze data from invoices, receipts, bank statements, and financial documents. Categorize expenses, track recurring charges, and generate expense reports. Use when user provides financial PDFs or images.

Financial Document Parser

Extract structured data from financial documents with automatic categorization and analysis.

When to Use This Skill

Activate when the user:

• Provides invoices, receipts, or bank statements
• Asks to "parse this invoice" or "extract data from this receipt"
• Needs expense categorization
• Wants to track spending patterns
• Asks to generate expense reports
• Mentions financial document analysis
• Provides PDF or image of financial documents

Instructions

1. Identify Document Type

   • Invoice (business to business)
   • Receipt (point of sale)
   • Bank statement
   • Credit card statement
   • Expense report
   • Tax document

2. Extract Core Information

   For Invoices:

   • Invoice number
   • Invoice date and due date
   • Vendor/supplier name and contact
   • Client/recipient name
   • Line items (description, quantity, unit price, total)
   • Subtotal, tax, and grand total
   • Payment terms
   • Payment methods accepted

   For Receipts:

   • Merchant name and location
   • Date and time
   • Items purchased
   • Individual prices
   • Subtotal, tax, total
   • Payment method
   • Last 4 digits of card (if present)

   For Bank/Credit Card Statements: