invoice-organizer

name	invoice-organizer
description	Automatically organizes invoices and receipts for tax preparation by reading messy files, extracting key information, renaming them consistently, and sorting them into logical folders. Turns hours of
category	Productivity & Organization
source	composio
tags	["api","gmail","pdf","markdown","automation","ai","claude"]
url	https://github.com/ComposioHQ/awesome-claude-skills/tree/master/invoice-organizer

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 your messy invoice folder:

cd ~/Desktop/receipts-to-sort

Then ask Claude Code:

Organize these invoices for taxes

Or more specifically:

Read all invoices in this folder, rename them to 
"YYYY-MM-DD Vendor - Invoice - Product.pdf" format, 
and organize them by vendor

Advanced Organization

Organize these invoices:
1. Extract date, vendor, and description from each file
2. Rename to standard format
3. Sort into folders by expense category (Software, Office, Travel, etc.)
4. Create a CSV spreadsheet with all invoice details for my accountant

Instructions

When a user requests invoice organization:

1. Scan the Folder

   Identify all invoice files:

   # Find all invoice-related files
   find . -type f \( -name "*.pdf" -o -name "*.jpg" -o -name "*.png" \) -print
   

   Report findings:

   • Total number of files
   • File types
   • Date range (if discernible from names)
   • Current organization (or lack thereof)

2. Extract Information from Each File

   For each invoice, extract:

   From PDF invoices:

   • Use text extraction to read invoice content
   • Look for common patterns:
     • "Invoice Date:", "Date:", "Issued:"
     • "Invoice #:", "Invoice Number:"
     • Company name (usually at top)
     • "Amount Due:", "Total:", "Amount:"
     • "Description:", "Service:", "Product:"

   From image receipts:

   • Read visible text from images
   • Identify vendor name (often at top)
   • Look for date (common formats)
   • Find total amount

   Fallback for unclear files:

   • Use filename clues
   • Check file creation/modification date
   • Flag for manual review if critical info missing

3. Determine Organization Strategy

   Ask user preference if not specified:

   I found [X] invoices from [date range].
   
   How would you like them organized?
   
   1. **By Vendor** (Adobe/, Amazon/, Stripe/, etc.)
   2. **By Category** (Software/, Office Supplies/, Travel/, etc.)
   3. **By Date** (2024/Q1/, 2024/Q2/, etc.)
   4. **By Tax Category** (Deductible/, Personal/, etc.)
   5. **Custom** (describe your structure)
   
   Or I can use a default structure: Year/Category/Vendor
   

4. Create Standardized Filename