invoice-organizer by composiohq/awesome-claude-skills
npx skills add https://github.com/composiohq/awesome-claude-skills --skill invoice-organizer此技能可将混乱的发票、收据和财务文档文件夹,无需手动操作,转化为整洁、符合报税要求的归档系统。
* 供应商/公司名称
* 发票号码
* 日期
* 金额
* 产品或服务描述
* 付款方式
2. 统一重命名文件 : 创建标准化的文件名:
* 格式:`YYYY-MM-DD 供应商 - 发票 - 产品或服务.pdf`
* 示例:`2024-03-15 Adobe - Invoice - Creative Cloud.pdf`
3. 按类别整理 : 分类到逻辑文件夹中:
* 按供应商
* 按支出类别(软件、办公、差旅等)
* 按时间段(年、季度、月)
* 按税务类别(可抵扣、个人等)
4. 处理多种格式 : 适用于:
* PDF 发票
* 扫描的收据(JPG、PNG)
* 邮件附件
* 截图
* 银行对账单
广告位招租
在这里展示您的产品或服务
触达数万 AI 开发者,精准高效
5. 保留原始文件 : 在整理副本的同时保留原始文件
导航到您混乱的发票文件夹:
cd ~/Desktop/receipts-to-sort
然后询问 Claude Code:
Organize these invoices for taxes
或者更具体地:
Read all invoices in this folder, rename them to
"YYYY-MM-DD Vendor - Invoice - Product.pdf" format,
and organize them by vendor
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
当用户请求整理发票时:
识别所有发票相关文件:
# Find all invoice-related files
find . -type f \( -name "*.pdf" -o -name "*.jpg" -o -name "*.png" \) -print
报告发现:
* 文件总数
* 文件类型
* 日期范围(如果可以从文件名中识别)
* 当前组织情况(或缺乏组织)
2. 从每个文件中提取信息
对于每张发票,提取:
从 PDF 发票中提取 :
* 使用文本提取功能读取发票内容
* 查找常见模式:
* "Invoice Date:"、"Date:"、"Issued:"
* "Invoice #:"、"Invoice Number:"
* 公司名称(通常在顶部)
* "Amount Due:"、"Total:"、"Amount:"
* "Description:"、"Service:"、"Product:"
从图像收据中提取 :
* 从图像中读取可见文本
* 识别供应商名称(通常在顶部)
* 查找日期(常见格式)
* 找到总金额
对于不清晰文件的备用方案 :
* 使用文件名线索
* 检查文件创建/修改日期
* 如果关键信息缺失,则标记为需要手动审核
3. 确定整理策略
如果用户未指定,则询问其偏好:
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
4. 创建标准化文件名
为每张发票创建一个遵循此模式的文件名:
YYYY-MM-DD Vendor - Invoice - Description.ext
示例:
* `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`
文件名最佳实践 :
* 删除除连字符外的特殊字符
* 正确大写供应商名称
* 保持描述简洁但有意义
* 使用一致的日期格式(YYYY-MM-DD)以便排序
* 保留原始文件扩展名
5. 执行整理
在移动文件之前,展示计划:
# 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)
获得批准后:
# 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"
6. 生成摘要报告
创建一个包含所有发票详情的 CSV 文件:
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
...
此 CSV 文件可用于:
* 导入到会计软件
* 与会计师共享
* 费用跟踪和报告
* 税务准备
7. 提供完成摘要
# 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! 🎉
用户 : "I have a messy folder of invoices for taxes. Sort them and rename properly."
处理过程 :
YYYY-MM-DD Vendor - Invoice - Product.pdf2024/Software/、2024/Travel/ 等文件夹中invoice-summary.csv用户 : "Organize my business receipts from last month by category."
输出 :
# 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`
用户 : "I have 3 years of random invoices. Organize them by year, then by vendor."
输出 : 创建结构:
Invoices/
├── 2022/
│ ├── Adobe/
│ ├── Amazon/
│ └── ...
├── 2023/
│ ├── Adobe/
│ ├── Amazon/
│ └── ...
└── 2024/
├── Adobe/
├── Amazon/
└── ...
每个文件都按日期和描述正确重命名。
用户 : "I download invoices from Gmail. They're all named 'invoice.pdf', 'invoice(1).pdf', etc. Fix this mess."
输出 :
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.
Invoices/
├── Adobe/
├── Amazon/
├── Google/
└── Microsoft/
Invoices/
├── 2023/
│ ├── Software/
│ ├── Hardware/
│ ├── Services/
│ └── Travel/
└── 2024/
└── ...
Invoices/
├── 2024/
│ ├── Q1/
│ │ ├── Software/
│ │ ├── Office/
│ │ └── Travel/
│ └── Q2/
│ └── ...
Invoices/
├── Deductible/
│ ├── Software/
│ ├── Office/
│ └── Professional-Services/
├── Partially-Deductible/
│ └── Meals-Travel/
└── Personal/
对于持续整理:
Create a script that watches my ~/Downloads/invoices folder
and auto-organizes any new invoice files using our standard
naming and folder structure.
这将创建一个持久的解决方案,在新发票到达时自动整理。
如果无法提取日期/供应商:
如果同一张发票出现多次:
对于跨多个文件的发票:
对于不常见的收据格式:
每周安装量
745
代码仓库
GitHub 星标数
43.1K
首次出现
Jan 20, 2026
安全审计
安装于
opencode638
gemini-cli590
codex560
cursor558
claude-code537
github-copilot498
This skill transforms chaotic folders of invoices, receipts, and financial documents into a clean, tax-ready filing system without manual effort.
Reads Invoice Content : Extracts information from PDFs, images, and documents:
Renames Files Consistently : Creates standardized filenames:
YYYY-MM-DD Vendor - Invoice - ProductOrService.pdf2024-03-15 Adobe - Invoice - Creative Cloud.pdfOrganizes by Category : Sorts into logical folders:
Handles Multiple Formats : Works with:
Maintains Originals : Preserves original files while organizing copies
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
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
When a user requests invoice organization:
Identify all invoice files:
# 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)
2. 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
3. Determine Organization Strategy
Ask user preference if not specified:
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
4. 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
5. Execute Organization
Before moving files, show the plan:
# 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:
# 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"
6. Generate Summary Report
Create a CSV file with all invoice details:
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
7. Provide Completion Summary
# 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! 🎉
User : "I have a messy folder of invoices for taxes. Sort them and rename properly."
Process :
YYYY-MM-DD Vendor - Invoice - Product.pdf2024/Software/, 2024/Travel/, etc.invoice-summary.csv for accountantUser : "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`
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.
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.
Invoices/
├── Adobe/
├── Amazon/
├── Google/
└── Microsoft/
Invoices/
├── 2023/
│ ├── Software/
│ ├── Hardware/
│ ├── Services/
│ └── Travel/
└── 2024/
└── ...
Invoices/
├── 2024/
│ ├── Q1/
│ │ ├── Software/
│ │ ├── Office/
│ │ └── Travel/
│ └── Q2/
│ └── ...
Invoices/
├── Deductible/
│ ├── Software/
│ ├── Office/
│ └── Professional-Services/
├── Partially-Deductible/
│ └── Meals-Travel/
└── Personal/
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.
If date/vendor can't be extracted:
If same invoice appears multiple times:
For invoices split across files:
For unusual receipt formats:
Weekly Installs
745
Repository
GitHub Stars
43.1K
First Seen
Jan 20, 2026
Security Audits
Gen Agent Trust HubPassSocketPassSnykPass
Installed on
opencode638
gemini-cli590
codex560
cursor558
claude-code537
github-copilot498
arXiv论文阅读助手 - 自动下载解析LaTeX源码,生成技术摘要与nanochat应用建议
849 周安装
AI项目经理助手:精通敏捷与瀑布方法,提供项目管理全流程解决方案
851 周安装
Python最佳实践指南:类型优先开发与模块化设计,提升代码质量与可维护性
851 周安装
Nuxt Better Auth:Nuxt 4+ 身份验证模块,集成组合式函数与路由保护
851 周安装
Railway项目管理技能:列出、切换、重命名、配置项目和工作区
851 周安装
App Store Connect 自动化创建应用指南:asc-app-create-ui 技能详解
854 周安装