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Financial Document Parser

Extract structured data from financial documents with automatic categorization and analysis.

When to Use This Skill

Activate when the user:

• Provides invoices, receipts, or bank statements
• Asks to "parse this invoice" or "extract data from this receipt"
• Needs expense categorization
• Wants to track spending patterns
• Asks to generate expense reports
• Mentions financial document analysis
• Provides PDF or image of financial documents

Instructions

1. Identify Document Type

   • Invoice (business to business)
   • Receipt (point of sale)
   • Bank statement
   • Credit card statement
   • Expense report
   • Tax document

2. Extract Core Information

For Invoices:

 * Invoice number
 * Invoice date and due date
 * Vendor/supplier name and contact
 * Client/recipient name
 * Line items (description, quantity, unit price, total)
 * Subtotal, tax, and grand total
 * Payment terms
 * Payment methods accepted

For Receipts:

 * Merchant name and location
 * Date and time
 * Items purchased
 * Individual prices
 * Subtotal, tax, total
 * Payment method
 * Last 4 digits of card (if present)

For Bank/Credit Card Statements:

 * Statement period
 * Account number (last 4 digits)
 * All transactions (date, description, amount, balance)
 * Beginning and ending balance
 * Total credits and debits
 * Fees or interest charges

3. Categorize Expenses

 * Business expenses: Office supplies, software, equipment
 * Travel: Transportation, lodging, meals
 * Utilities: Internet, phone, electricity
 * Professional services: Legal, accounting, consulting
 * Marketing: Advertising, subscriptions
 * Entertainment: Client meals, events
 * Other: Miscellaneous

4. Identify Patterns

 * Recurring charges (subscriptions)
 * Duplicate charges
 * Unusual or high-value transactions
 * Tax-deductible expenses
 * Foreign currency transactions

5. Generate Structured Output

 * Create CSV-ready format
 * Summarize totals by category
 * Flag items needing attention
 * Calculate tax implications (if relevant)

Output Format

# Financial Document Analysis

## Document Details
- **Type**: Invoice / Receipt / Statement
- **Date**: [Date]
- **Vendor/Merchant**: [Name]
- **Document Number**: [Number]
- **Total Amount**: $X,XXX.XX

## Line Items
| Description | Quantity | Unit Price | Total |
|-------------|----------|------------|-------|
| [Item] | X | $XX.XX | $XX.XX |

## Financial Summary
- **Subtotal**: $X,XXX.XX
- **Tax**: $XXX.XX
- **Total**: $X,XXX.XX
- **Payment Method**: [Method]

## Expense Categorization
| Category | Amount | Items |
|----------|--------|-------|
| Software | $XXX | Slack, GitHub |
| Office | $XX | Supplies |

## Insights
- ✓ Tax-deductible business expenses: $X,XXX
- ⚠ Recurring charges detected: 3 subscriptions ($XXX/month)
- ℹ Foreign transaction fees: $XX

## Flagged Items
- [ ] Large expense ($X,XXX) - verify approval
- [ ] Duplicate charge detected on [date]

## Export Data (CSV Format)
```csv
Date,Vendor,Description,Category,Amount,Tax Deductible
2025-01-15,Adobe,Creative Cloud,Software,52.99,Yes

Recommendations

• Track recurring $XXX/month for [subscription]

• Consider negotiating bulk discount with [vendor]

• Set up payment reminder for [invoice due date]

  Examples

  User: "Extract data from this invoice PDF" Response: Parse PDF → Extract vendor info, line items, totals → Categorize as business expense → Format as structured data → Generate CSV export

  User: "Analyze my bank statement and categorize expenses" Response: Extract all transactions → Categorize each (dining, software, travel) → Identify recurring charges → Calculate totals by category → Flag unusual transactions → Generate spending report

  User: "Parse these 10 receipts and create an expense report" Response: Process each receipt → Extract merchant, date, amount, items → Categorize expenses → Calculate totals → Generate consolidated report → Create CSV for expense submission

  Best Practices

  • Preserve exact amounts (don't round)
  • Maintain currency symbols and formats
  • Note when data is unclear or illegible
  • Flag suspicious or duplicate transactions
  • Provide tax-relevant categorization
  • Use standard expense categories
  • Generate export-ready formats (CSV, JSON)
  • Protect sensitive info (mask account numbers)
  • Identify missing information (no date, unclear vendor)
  • Calculate totals and verify against document
  • Note discrepancies or calculation errors
  • Include exchange rates for foreign currency

Weekly Installs

104

Repository

onewave-ai/claude-skills

GitHub Stars

74

First Seen

Jan 24, 2026

Security Audits

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Installed on

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github-copilot80

claude-code74