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Invoice Organizer

Turns a chaotic folder of PDFs and receipt images into a tax-ready filing system by extracting dates, vendor names, and amounts, then renaming everything to a consistent YYYY-MM-DD format and sorting into logical folders. You point it at your messy downloads folder, it reads the invoice content, and spits out organized directories by vendor, category, or time period. Also generates a CSV summary for your accountant. The real win here is handling mixed formats without manual data entry. If you've ever spent a weekend renaming files like "invoice_final_v2.pdf" into something your bookkeeper can actually use, this automates that entire nightmare.

skills.sh installs
5.4K
GitHub stars
79.2K
last updated
Aug 21, 2026

Install

$ npx -y skills add composiohq/awesome-claude-skills --skill invoice-organizer --agent claude-code

Installs into .claude/skills of the current project.

Files

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

Sponsors

Details

Repository
github.com/composiohq/awesome-claude-skills
Categories
Automation & Workflows, Finance & Trading

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