invoice-organizer

Included with Lifetime

$97 forever

Use when "organizing invoices", "sorting receipts", "tax preparation", "expense tracking", or asking about "invoice renaming", "financial documents", "bookkeeping automation"

Data & Analytics

What this skill does


<!-- Adapted from: awesome-claude-skills/invoice-organizer -->

# Invoice Organizer Guide

Automatically organize invoices and receipts for tax preparation and bookkeeping.

## When to Use

- Preparing for tax season
- Managing business expenses
- Organizing messy receipt folders
- Setting up invoice filing systems
- Archiving financial records
- Preparing documentation for accountants

## Workflow

1. **Scan** - Identify all invoice files
2. **Extract** - Read key information from each
3. **Rename** - Apply consistent naming format
4. **Organize** - Sort into logical folders
5. **Report** - Generate CSV summary

## Information Extraction

From each invoice, extract:

- Vendor/company name
- Invoice number
- Date
- Amount
- Product/service description
- Payment method

## Naming Convention

```
YYYY-MM-DD Vendor - Invoice - Description.ext
```

Examples:

- `2024-03-15 Adobe - Invoice - Creative Cloud.pdf`
- `2024-01-10 Amazon - Receipt - Office Supplies.pdf`

## Organization Patterns

### By Vendor

```
Invoices/
├── Adobe/
├── Amazon/
├── Google/
└── Microsoft/
```

### By Year and Category (Tax-Friendly)

```
Invoices/
├── 2024/
│   ├── Software/
│   ├── Hardware/
│   ├── Services/
│   └── Travel/
└── 2023/
```

### By Quarter

```
Invoices/
├── 2024/
│   ├── Q1/
│   ├── Q2/
│   ├── Q3/
│   └── Q4/
```

### By Tax Category

```
Invoices/
├── Deductible/
├── Partially-Deductible/
└── Personal/
```

## Commands

```bash
# Find all invoices
find . -type f \( -name "*.pdf" -o -name "*.jpg" -o -name "*.png" \) -print

# Create folder structure
mkdir -p "Invoices/2024/Software/Adobe"

# Copy with new name (preserve original)
cp "original.pdf" "Invoices/2024/Software/Adobe/2024-03-15 Adobe - Invoice - Creative Cloud.pdf"
```

## CSV Export Format

```csv
Date,Vendor,Invoice Number,Description,Amount,Category,File Path
2024-03-15,Adobe,INV-12345,Creative Cloud,52.99,Software,path/to/file.pdf
```

Useful for:

- Importing into accounting software
- Sharing with accountants
- Expense tracking and reporting
- Tax preparation

## Handling Special Cases

### Missing Information

- Flag file for manual review
- Use file modification date as fallback
- Create "Needs-Review/" folder

### Duplicate Invoices

- Compare file hashes
- Keep highest quality version
- Note duplicates in summary

### Multiple Formats

Works with:

- PDF invoices
- Scanned receipts (JPG, PNG)
- Email attachments
- Screenshots
- Bank statements

## Best Practices

- Backup originals before reorganizing
- Use consistent date format (YYYY-MM-DD)
- Organize monthly, not annually
- Keep receipts 7 years (audit period)
- Tag by deductibility for taxes

Files: 1

Size: 2.9 KB

Complexity: 11/100

Category: Data & Analytics

Source: https://github.com/aaaaqwq/claude-code-skills/tree/main/skills/invoice-organizer

Related in Data & Analytics

clawarr-suite

Included

Comprehensive management for self-hosted media stacks (Sonarr, Radarr, Lidarr, Readarr, Prowlarr, Bazarr, Overseerr, Plex, Tautulli, SABnzbd, Recyclarr, Unpackerr, Notifiarr, Maintainerr, Kometa, FlareSolverr). Deep library exploration, analytics, dashboard generation, content management, request handling, subtitle management, indexer control, download monitoring, quality profile sync, library cleanup automation, notification routing, collection/overlay management, and media tracker integration (Trakt, Letterboxd, Simkl).

Data & Analyticsscripts

querying-soql

Included

SOQL query generation, optimization, and analysis with 100-point scoring. Use this skill when the user needs SOQL/SOSL authoring or optimization: natural-language-to-query generation, relationship queries, aggregates, query-plan analysis, and performance or safety improvements for Salesforce queries. TRIGGER when: user writes, optimizes, or debugs SOQL/SOSL queries, touches .soql files, or asks about relationship queries, aggregates, or query performance. DO NOT TRIGGER when: bulk data operations (use handling-sf-data), Apex DML logic (use generating-apex), or report/dashboard queries.

Data & Analyticsscripts

app-store-optimization

Included

App Store Optimization (ASO) toolkit for researching keywords, analyzing competitor rankings, generating metadata suggestions, and improving app visibility on Apple App Store and Google Play Store. Use when the user asks about ASO, app store rankings, app metadata, app titles and descriptions, app store listings, app visibility, or mobile app marketing on iOS or Android. Supports keyword research and scoring, competitor keyword analysis, metadata optimization, A/B test planning, launch checklists, and tracking ranking changes.

Data & Analyticsscripts

habit-flow

Included

AI-powered atomic habit tracker with natural language logging, streak tracking, smart reminders, and coaching. Use for creating habits, logging completions naturally ("I meditated today"), viewing progress, and getting personalized coaching.

Data & Analyticsscripts

app-store-optimization

Included

Data & Analyticsscripts

visualizing-data

Included

Builds dashboards, reports, and data-driven interfaces requiring charts, graphs, or visual analytics. Provides systematic framework for selecting appropriate visualizations based on data characteristics and analytical purpose. Includes 24+ visualization types organized by purpose (trends, comparisons, distributions, relationships, flows, hierarchies, geospatial), accessibility patterns (WCAG 2.1 AA compliance), colorblind-safe palettes, and performance optimization strategies. Use when creating visualizations, choosing chart types, displaying data graphically, or designing data interfaces.

Data & Analyticsscripts