发票整理器 - 自动提取数据、分类追踪发票收据，高效财务管理工具

Invoice Organizer by claude-office-skills/skills

37 GitHub Stars

GitHub

安装命令

npx skills add https://github.com/claude-office-skills/skills --skill 'Invoice Organizer'

自动化生产力金融科技

🇨🇳中文介绍

发票整理器

整理、分类和追踪发票与收据，实现更佳的财务管理。

概述

此技能可帮助您：

从发票中提取关键数据
自动分类支出
追踪付款状态
一致地整理文件
为税务/审计做准备

使用方法

处理发票

"从这张发票中提取数据"
"对这张收据进行分类"
"将此发票添加到我的追踪中"

整理

"整理我的发票文件夹"
"为收据创建归档系统"
"按供应商和日期对发票进行排序"

报告

"按类别汇总发票"
"显示未付发票"
"生成第一季度支出报告"

数据提取

发票数据字段

## 发票数据提取

### 提取的信息
| 字段 | 值 | 置信度 |
|-------|-------|------------|
| **供应商** | Acme Corp | 98% |
| **发票号** | INV-2026-0042 | 99% |
| **发票日期** | 2026-01-15 | 99% |
| **到期日** | 2026-02-14 | 99% |
| **小计** | $1,250.00 | 98% |
| **税费** | $100.00 | 98% |
| **总计** | $1,350.00 | 99% |
| **货币** | USD | 99% |

### 明细项目
| 描述 | 数量 | 单价 | 总计 |
|-------------|-----|------------|-------|
| 咨询服务 | 10 小时 | $100.00 | $1,000.00 |
| 软件许可 | 1 | $250.00 | $250.00 |

### 供应商详情
- **公司**: Acme Corp
- **地址**: 123 Business St, NY 10001
- **税号**: 12-3456789
- **联系人**: billing@acme.com

### 付款信息
- **条款**: 净 30 天
- **方式**: 银行转账
- **账户**: XXXX-1234

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## 支出类别系统

### 标准类别
| 类别 | 子类别 | 示例 |
|----------|-------------|----------|
| **办公** | 用品 | 纸张、笔、墨粉 |
| | 设备 | 电脑、家具 |
| | 服务 | 清洁、维护 |
| **差旅** | 交通 | 航班、火车、出租车 |
| | 住宿 | 酒店、Airbnb |
| | 餐饮 | 客户晚餐、每日津贴 |
| **软件** | 订阅 | SaaS、云服务 |
| | 许可 | 一次性购买 |
| **专业服务** | 法律 | 律师费 |
| | 会计 | 注册会计师、簿记 |
| | 咨询 | 顾问、承包商 |
| **市场营销** | 广告 | 广告、赞助 |
| | 活动 | 会议、展位 |
| | 内容 | 设计、文案 |
| **公用事业** | 电话/网络 | 电信服务 |
| | 云/托管 | AWS、服务器 |

### 自动分类规则
| 供应商包含 | → 类别 |
|-----------------|------------|
| Amazon Web Services | 软件 > 云服务 |
| Office Depot | 办公 > 用品 |
| United Airlines | 差旅 > 交通 |
| Marriott, Hilton | 差旅 > 住宿 |
| Adobe, Microsoft | 软件 > 订阅 |

## 发票归档系统

### 按年份和类别

📁 Invoices/ ├── 📁 2026/ │ ├── 📁 Office/ │ │ └── 2026-01-15_Staples_125.50_INV001.pdf │ ├── 📁 Software/ │ │ └── 2026-01-20_Adobe_54.99_INV002.pdf │ ├── 📁 Travel/ │ │ └── 2026-01-22_United_450.00_INV003.pdf │ ├── 📁 Professional/ │ └── 📁 Other/ ├── 📁 2025/ │ └── ... └── 📁 Archive/

YYYY-MM-DD_Vendor_Amount_InvoiceNumber.pdf

**示例**:
- 2026-01-15_AcmeCorp_1350.00_INV-2026-0042.pdf
- 2026-01-20_Adobe_54.99_Monthly.pdf
- 2026-01-22_DeltaAirlines_425.00_CONF123456.pdf

## 发票追踪登记簿

### 未结发票
| 发票号 | 供应商 | 日期 | 到期日 | 金额 | 状态 | 天数 |
|-----------|--------|------|-----|--------|--------|------|
| INV-042 | Acme | 01/15 | 02/14 | $1,350 | ⏳ 待处理 | 14 |
| INV-045 | Beta | 01/18 | 02/17 | $890 | ⏳ 待处理 | 11 |
| INV-048 | Gamma | 01/22 | 01/29 | $500 | 🔴 逾期 | -1 |

### 最近已付
| 发票号 | 供应商 | 付款日期 | 金额 | 方式 |
|-----------|--------|-----------|--------|--------|
| INV-038 | Delta | 01/25 | $720 | ACH |
| INV-035 | Epsilon | 01/22 | $1,200 | 支票 |

### 摘要
| 状态 | 数量 | 总计 |
|--------|-------|-------|
| 待处理 | 2 | $2,240 |
| 逾期 | 1 | $500 |
| 已付 (一月) | 2 | $1,920 |

## 发票付款追踪器

### 发票: INV-2026-0042 (Acme Corp)

| 日期 | 事件 | 备注 |
|------|-------|-------|
| 01/15 | 收到 | 通过邮件 |
| 01/16 | 审核 | 经理批准 |
| 01/20 | 安排 | 付款批次 01/25 |
| 01/25 | 已付 | ACH 参考号: 789456 |
| 01/25 | 归档 | /2026/Professional/ |

### 付款详情
- **方式**: ACH 转账
- **参考号**: 789456
- **银行**: Chase Business
- **确认**: 已发送给供应商

## 发票摘要：2026年1月

### 概览
| 指标 | 值 |
|--------|-------|
| 发票总数 | 28 |
| 总金额 | $12,450.00 |
| 平均每张发票 | $444.64 |
| 已付 | 22 ($9,800) |
| 待处理 | 4 ($2,150) |
| 逾期 | 2 ($500) |

### 按类别
| 类别 | 数量 | 金额 | 占总比 |
|----------|-------|--------|------------|
| 软件 | 8 | $4,200 | 33.7% |
| 专业服务 | 5 | $3,500 | 28.1% |
| 办公 | 6 | $2,100 | 16.9% |
| 差旅 | 4 | $1,650 | 13.3% |
| 公用事业 | 3 | $600 | 4.8% |
| 其他 | 2 | $400 | 3.2% |

### 按供应商
| 供应商 | 发票数 | 总计 |
|--------|----------|-------|
| Adobe | 2 | $1,200 |
| AWS | 1 | $2,800 |
| Acme Corp | 3 | $3,200 |
| ... | ... | ... |

### 趋势
- 软件支出较12月增长15%
- 差旅支出下降20%（季节性）
- 新增供应商：Gamma Inc.

## 税务就绪发票报告：2025年

### 年度摘要
| 类别 | 总计 | 可抵税 |
|----------|-------|----------------|
| 办公用品 | $4,500 | ✅ 是 |
| 软件 | $18,000 | ✅ 是 |
| 差旅 - 商务 | $8,200 | ✅ 是 |
| 差旅 - 餐饮 (50%) | $1,200 | ⚠️ 部分 |
| 专业服务 | $12,000 | ✅ 是 |
| **可抵税总计** | **$43,900** | |

### 所需文件
| 支出超过 $75 | 数量 | 状态 |
|------------------|-------|--------|
| 有收据 | 45 | ✅ |
| 缺少收据 | 3 | ⚠️ |

### 缺失收据
| 日期 | 供应商 | 金额 | 操作 |
|------|--------|--------|--------|
| 03/15 | Hotel ABC | $189 | 向供应商索取 |
| 07/22 | Uber | $85 | 从应用下载 |
| 11/08 | Restaurant | $95 | 使用银行对账单 |

### 供应商 1099 审查
| 供应商 | 总付款额 | 需要 1099 表 |
|--------|------------|---------------|
| Consultant A | $8,500 | ✅ 是 (>$600) |
| Consultant B | $450 | ❌ 否 |

## 发票自动化规则

### 邮件处理
| 触发条件 | 操作 |
|---------|--------|
| 发件人: *@vendor1.com | 自动分类: 软件 |
| 主题: "Invoice" | 添加到审核队列 |
| 附件: PDF | 提取数据 |

### 自动分类
| 条件 | 类别 | 置信度 |
|-----------|----------|------------|
| 供应商 = Adobe | 软件 > 订阅 | 高 |
| 包含 "flight" | 差旅 > 交通 | 高 |
| 金额 < $50 | 办公 > 用品 | 中 |

### 提醒
| 条件 | 提醒 |
|-----------|-------|
| 3天内到期 | 邮件提醒 |
| 逾期 | 每日通知 |
| 大额发票 (>$1000) | 需要经理批准 |

无法执行实际的文件操作
OCR 质量影响数据提取
分类可能需要手动调整
无法直接与会计软件集成
汇率需要外部验证
税务建议应来自专业人士

🇺🇸English

Invoice Organizer

Organize, categorize, and track invoices and receipts for better financial management.

Overview

This skill helps you:

Extract key data from invoices
Categorize expenses automatically
Track payment status
Organize files consistently
Prepare for tax/audit

How to Use

Process Invoice

"Extract data from this invoice"
"Categorize this receipt"
"Add this invoice to my tracking"

Organize

"Organize my invoice folder"
"Create a filing system for receipts"
"Sort invoices by vendor and date"

Report

"Summarize invoices by category"
"Show unpaid invoices"
"Generate expense report for Q1"

Data Extraction

Invoice Data Fields

## Invoice Data Extraction

### Extracted Information
| Field | Value | Confidence |
|-------|-------|------------|
| **Vendor** | Acme Corp | 98% |
| **Invoice #** | INV-2026-0042 | 99% |
| **Invoice Date** | 2026-01-15 | 99% |
| **Due Date** | 2026-02-14 | 99% |
| **Subtotal** | $1,250.00 | 98% |
| **Tax** | $100.00 | 98% |
| **Total** | $1,350.00 | 99% |
| **Currency** | USD | 99% |

### Line Items
| Description | Qty | Unit Price | Total |
|-------------|-----|------------|-------|
| Consulting Services | 10 hrs | $100.00 | $1,000.00 |
| Software License | 1 | $250.00 | $250.00 |

### Vendor Details
- **Company**: Acme Corp
- **Address**: 123 Business St, NY 10001
- **Tax ID**: 12-3456789
- **Contact**: billing@acme.com

### Payment Information
- **Terms**: Net 30
- **Method**: Bank Transfer
- **Account**: XXXX-1234

Categorization

Expense Categories

## Expense Category System

### Standard Categories
| Category | Subcategory | Examples |
|----------|-------------|----------|
| **Office** | Supplies | Paper, pens, toner |
| | Equipment | Computers, furniture |
| | Services | Cleaning, maintenance |
| **Travel** | Transportation | Flights, trains, taxis |
| | Accommodation | Hotels, Airbnb |
| | Meals | Client dinners, per diem |
| **Software** | Subscriptions | SaaS, cloud services |
| | Licenses | One-time purchases |
| **Professional** | Legal | Attorney fees |
| | Accounting | CPA, bookkeeping |
| | Consulting | Advisors, contractors |
| **Marketing** | Advertising | Ads, sponsorships |
| | Events | Conferences, booths |
| | Content | Design, copywriting |
| **Utilities** | Phone/Internet | Telecom services |
| | Cloud/Hosting | AWS, servers |

### Auto-Categorization Rules
| Vendor Contains | → Category |
|-----------------|------------|
| Amazon Web Services | Software > Cloud |
| Office Depot | Office > Supplies |
| United Airlines | Travel > Transportation |
| Marriott, Hilton | Travel > Accommodation |
| Adobe, Microsoft | Software > Subscriptions |

Filing System

Folder Structure

## Invoice Filing System

### By Year and Category

### Naming Convention

YYYY-MM-DD_Vendor_Amount_InvoiceNumber.pdf

**Examples**:
- 2026-01-15_AcmeCorp_1350.00_INV-2026-0042.pdf
- 2026-01-20_Adobe_54.99_Monthly.pdf
- 2026-01-22_DeltaAirlines_425.00_CONF123456.pdf

Tracking System

Invoice Register

## Invoice Tracking Register

### Open Invoices
| Invoice # | Vendor | Date | Due | Amount | Status | Days |
|-----------|--------|------|-----|--------|--------|------|
| INV-042 | Acme | 01/15 | 02/14 | $1,350 | ⏳ Pending | 14 |
| INV-045 | Beta | 01/18 | 02/17 | $890 | ⏳ Pending | 11 |
| INV-048 | Gamma | 01/22 | 01/29 | $500 | 🔴 Overdue | -1 |

### Recently Paid
| Invoice # | Vendor | Paid Date | Amount | Method |
|-----------|--------|-----------|--------|--------|
| INV-038 | Delta | 01/25 | $720 | ACH |
| INV-035 | Epsilon | 01/22 | $1,200 | Check |

### Summary
| Status | Count | Total |
|--------|-------|-------|
| Pending | 2 | $2,240 |
| Overdue | 1 | $500 |
| Paid (Jan) | 2 | $1,920 |

Payment Tracking

## Invoice Payment Tracker

### Invoice: INV-2026-0042 (Acme Corp)

| Date | Event | Notes |
|------|-------|-------|
| 01/15 | Received | Via email |
| 01/16 | Reviewed | Approved by Manager |
| 01/20 | Scheduled | Payment batch 01/25 |
| 01/25 | Paid | ACH Ref: 789456 |
| 01/25 | Filed | /2026/Professional/ |

### Payment Details
- **Method**: ACH Transfer
- **Reference**: 789456
- **Bank**: Chase Business
- **Confirmation**: Sent to vendor

Reports

Monthly Summary

## Invoice Summary: January 2026

### Overview
| Metric | Value |
|--------|-------|
| Total Invoices | 28 |
| Total Amount | $12,450.00 |
| Avg per Invoice | $444.64 |
| Paid | 22 ($9,800) |
| Pending | 4 ($2,150) |
| Overdue | 2 ($500) |

### By Category
| Category | Count | Amount | % of Total |
|----------|-------|--------|------------|
| Software | 8 | $4,200 | 33.7% |
| Professional | 5 | $3,500 | 28.1% |
| Office | 6 | $2,100 | 16.9% |
| Travel | 4 | $1,650 | 13.3% |
| Utilities | 3 | $600 | 4.8% |
| Other | 2 | $400 | 3.2% |

### By Vendor
| Vendor | Invoices | Total |
|--------|----------|-------|
| Adobe | 2 | $1,200 |
| AWS | 1 | $2,800 |
| Acme Corp | 3 | $3,200 |
| ... | ... | ... |

### Trends
- Software expenses up 15% from December
- Travel expenses down 20% (seasonal)
- New vendor added: Gamma Inc.

Tax Preparation

## Tax-Ready Invoice Report: 2025

### Annual Summary
| Category | Total | Tax Deductible |
|----------|-------|----------------|
| Office Supplies | $4,500 | ✅ Yes |
| Software | $18,000 | ✅ Yes |
| Travel - Business | $8,200 | ✅ Yes |
| Travel - Meals (50%) | $1,200 | ⚠️ Partial |
| Professional Services | $12,000 | ✅ Yes |
| **Total Deductible** | **$43,900** | |

### Required Documentation
| Expense Over $75 | Count | Status |
|------------------|-------|--------|
| With receipt | 45 | ✅ |
| Missing receipt | 3 | ⚠️ |

### Missing Receipts
| Date | Vendor | Amount | Action |
|------|--------|--------|--------|
| 03/15 | Hotel ABC | $189 | Request from vendor |
| 07/22 | Uber | $85 | Download from app |
| 11/08 | Restaurant | $95 | Use bank statement |

### Vendor 1099 Review
| Vendor | Total Paid | 1099 Required |
|--------|------------|---------------|
| Consultant A | $8,500 | ✅ Yes (>$600) |
| Consultant B | $450 | ❌ No |

Automation Rules

Auto-Processing

## Invoice Automation Rules

### Email Processing
| Trigger | Action |
|---------|--------|
| From: *@vendor1.com | Auto-categorize: Software |
| Subject: "Invoice" | Add to review queue |
| Attachment: PDF | Extract data |

### Auto-Categorization
| Condition | Category | Confidence |
|-----------|----------|------------|
| Vendor = Adobe | Software > Subscriptions | High |
| Contains "flight" | Travel > Transportation | High |
| Amount < $50 | Office > Supplies | Medium |

### Alerts
| Condition | Alert |
|-----------|-------|
| Due in 3 days | Email reminder |
| Overdue | Daily notification |
| Large invoice (>$1000) | Manager approval required |

Limitations

Cannot perform actual file operations
OCR quality affects data extraction
Categories may need manual adjustment
Cannot integrate directly with accounting software
Exchange rates need external verification
Tax advice should come from professionals

Weekly Installs

Repository

claude-office-s…s/skills

GitHub Stars

First Seen

Jan 1, 1970

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