Invoice organizer

Skill aAAaqwq/AGI-Super-Team/skills/invoice-organizer

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Install

npx -y skills add aAAaqwq/AGI-Super-Team --skill invoice-organizer

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What its author says it does

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

SKILL.md

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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

Scan - Identify all invoice files
Extract - Read key information from each
Rename - Apply consistent naming format
Organize - Sort into logical folders
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

# 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

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