name: financial-document-management
description: Manage and organize financial documents and invoices. Categorizes, extracts information, and maintains financial records systematically.
license: Proprietary. LICENSE.txt has complete terms

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:
2. Vendor/company name
3. Invoice number
4. Date
5. Amount
6. Product or service description

7. Payment method

8. Renames Files Consistently: Creates standardized filenames:

9. Format: YYYY-MM-DD Vendor - Invoice - ProductOrService.pdf

10. Examples: 2024-03-15 Adobe - Invoice - Creative Cloud.pdf

11. Organizes by Category: Sorts into logical folders:

12. By vendor
13. By expense category (software, office, travel, etc.)
14. By time period (year, quarter, month)

15. By tax category (deductible, personal, etc.)

16. Handles Multiple Formats: Works with:

17. PDF invoices
18. Scanned receipts (JPG, PNG)
19. Email attachments
20. Screenshots

21. Bank statements

22. 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:
bash # 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)

1. 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

1. Determine Organization Strategy

Ask user preference if not specified:

```markdown
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
```

1. Create Standardized Filename

For each invoice, create a filename following this pattern:

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

Examples:
- 2024-03-15 Adobe - Invoice - Creative Cloud.pdf
- 2024-01-10 Amazon - Receipt - Office Supplies.pdf
- 2023-12-01 Stripe - Invoice - Monthly Payment Processing.pdf

Filename Best Practices:
- Remove special characters except hyphens
- Capitalize vendor names properly
- Keep descriptions concise but meaningful
- Use consistent date format (YYYY-MM-DD) for sorting
- Preserve original file extension

1. Execute Organization

Before moving files, show the plan:

```markdown
# Organization Plan

## Proposed Structure
Invoices/ ├── 2023/ │ ├── Software/ │ │ ├── Adobe/ │ │ └── Microsoft/ │ ├── Services/ │ └── Office/ └── 2024/ ├── Software/ ├── Services/ └── Office/

## Sample Changes

Before: invoice_adobe_march.pdf
After: 2024-03-15 Adobe - Invoice - Creative Cloud.pdf
Location: Invoices/2024/Software/Adobe/

Before: IMG_2847.jpg
After: 2024-02-10 Staples - Receipt - Office Supplies.jpg
Location: Invoices/2024/Office/Staples/

Process [X] files? (yes/no)
```

After approval:
```bash
# Create folder structure
mkdir -p "Invoices/2024/Software/Adobe"

# Copy (don't move) to preserve originals
cp "original.pdf" "Invoices/2024/Software/Adobe/2024-03-15 Adobe - Invoice - Creative Cloud.pdf"

# Or move if user prefers
mv "original.pdf" "new/path/standardized-name.pdf"
```

1. Generate Summary Report

Create a CSV file with all invoice details:

csv Date,Vendor,Invoice Number,Description,Amount,Category,File Path 2024-03-15,Adobe,INV-12345,Creative Cloud,52.99,Software,Invoices/2024/Software/Adobe/2024-03-15 Adobe - Invoice - Creative Cloud.pdf 2024-03-10,Amazon,123-4567890-1234567,Office Supplies,127.45,Office,Invoices/2024/Office/Amazon/2024-03-10 Amazon - Receipt - Office Supplies.pdf ...

This CSV is useful for:
- Importing into accounting software
- Sharing with accountants
- Expense tracking and reporting
- Tax preparation

1. Provide Completion Summary

```markdown
# Organization Complete! 📊

## Summary
- Processed: [X] invoices
- Date range: [earliest] to [latest]
- Total amount: $[sum] (if amounts extracted)
- Vendors: [Y] unique vendors

## New Structure
Invoices/ ├── 2024/ (45 files) │ ├── Software/ (23 files) │ ├── Services/ (12 files) │ └── Office/ (10 files) └── 2023/ (12 files)

## Files Created
- /Invoices/ - Organized invoices
- /Invoices/invoice-summary.csv - Spreadsheet for accounting
- /Invoices/originals/ - Original files (if copied)

## Files Needing Review
[List any files where information couldn't be extracted completely]

## Next Steps
1. Review the invoice-summary.csv file
2. Check files in "Needs Review" folder
3. Import CSV into your accounting software
4. Set up auto-organization for future invoices

Ready for tax season! 🎉
```

Examples

Example 1: Tax Preparation (From Martin Merschroth)

User: "I have a messy folder of invoices for taxes. Sort them and rename properly."

Process:
1. Scans folder: finds 147 PDFs and images
2. Reads each invoice to extract:
- Date
- Vendor name
- Invoice number
- Product/service description
3. Renames all files: YYYY-MM-DD Vendor - Invoice - Product.pdf
4. Organizes into: 2024/Software/, 2024/Travel/, etc.
5. Creates invoice-summary.csv for accountant
6. Result: Tax-ready organized invoices in minutes

Example 2: Monthly Expense Reconciliation

User: "Organize my business receipts from last month by category."

Output:

# March 2024 Receipts Organized

## By Category
- Software & Tools: $847.32 (12 invoices)
- Office Supplies: $234.18 (8 receipts)
- Travel & Meals: $1,456.90 (15 receipts)
- Professional Services: $2,500.00 (3 invoices)

Total: $5,038.40

All receipts renamed and filed in:
`Business-Receipts/2024/03-March/[Category]/`

CSV export: `march-2024-expenses.csv`

Example 3: Multi-Year Archive

User: "I have 3 years of random invoices. Organize them by year, then by vendor."

Output: Creates structure:

Invoices/
├── 2022/
│   ├── Adobe/
│   ├── Amazon/
│   └── ...
├── 2023/
│   ├── Adobe/
│   ├── Amazon/
│   └── ...
└── 2024/
    ├── Adobe/
    ├── Amazon/
    └── ...

Each file properly renamed with date and description.

Example 4: Email Downloads Cleanup

User: "I download invoices from Gmail. They're all named 'invoice.pdf', 'invoice(1).pdf', etc. Fix this mess."

Output:

Found 89 files all named "invoice*.pdf"

Reading each file to extract real information...

Renamed examples:
- invoice.pdf → 2024-03-15 Shopify - Invoice - Monthly Subscription.pdf
- invoice(1).pdf → 2024-03-14 Google - Invoice - Workspace.pdf
- invoice(2).pdf → 2024-03-10 Netlify - Invoice - Pro Plan.pdf

All files renamed and organized by vendor.

Common Organization Patterns

By Vendor (Simple)

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

By Year and Category (Tax-Friendly)

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

By Quarter (Detailed Tracking)

Invoices/
├── 2024/
│   ├── Q1/
│   │   ├── Software/
│   │   ├── Office/
│   │   └── Travel/
│   └── Q2/
│       └── ...

By Tax Category (Accountant-Ready)

Invoices/
├── Deductible/
│   ├── Software/
│   ├── Office/
│   └── Professional-Services/
├── Partially-Deductible/
│   └── Meals-Travel/
└── Personal/

Automation Setup

For ongoing organization:

Create a script that watches my ~/Downloads/invoices folder 
and auto-organizes any new invoice files using our standard 
naming and folder structure.

This creates a persistent solution that organizes invoices as they arrive.

Pro Tips

1. Scan emails to PDF: Use Preview or similar to save email invoices as PDFs first
2. Consistent downloads: Save all invoices to one folder for batch processing
3. Monthly routine: Organize invoices monthly, not annually
4. Backup originals: Keep original files before reorganizing
5. Include amounts in CSV: Useful for budget tracking
6. Tag by deductibility: Note which expenses are tax-deductible
7. Keep receipts 7 years: Standard audit period

Handling Special Cases

Missing Information

If date/vendor can't be extracted:
- Flag file for manual review
- Use file modification date as fallback
- Create "Needs-Review/" folder

Duplicate Invoices

If same invoice appears multiple times:
- Compare file hashes
- Keep highest quality version
- Note duplicates in summary

Multi-Page Invoices

For invoices split across files:
- Merge PDFs if needed
- Use consistent naming for parts
- Note in CSV if invoice is split

Non-Standard Formats

For unusual receipt formats:
- Extract what's possible
- Standardize what you can
- Flag for review if critical info missing

Related Use Cases

• Creating expense reports for reimbursement
• Organizing bank statements
• Managing vendor contracts
• Archiving old financial records
• Preparing for audits
• Tracking subscription costs over time