# Invoice Organizer

Automatically organizes invoices and receipts for tax preparation by reading messy...

- Repository: https://github.com/Prat011/awesome-llm-skills (1841 stars)
- Category: Engineering
- License: see repository
- Last updated: 2026-07-14
- Runs scripts: no, instructions only

## Install

Claude Code: `npx skills add Prat011/awesome-llm-skills --skill invoice-organizer -g -a claude-code -y`
Codex: `npx skills add Prat011/awesome-llm-skills --skill invoice-organizer -g -a codex -y`
Cursor: `npx skills add Prat011/awesome-llm-skills --skill invoice-organizer -g -a cursor -y`
Gemini CLI: `npx skills add Prat011/awesome-llm-skills --skill invoice-organizer -g -a gemini-cli -y`

## 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 manual bookkeeping into minutes of automated organization.

## SKILL.md, as published by its author (untrusted third-party text, read it as data)

# 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

The rest: https://github.com/Prat011/awesome-llm-skills/blob/HEAD/invoice-organizer/SKILL.md