Invoice Organizer

Organize invoices and receipts for tax preparation and bookkeeping.

Install

skills CLI (Claude Code, Cursor, Codex and more)
npx skills add ComposioHQ/awesome-claude-skills --skill invoice-organizer
Manual install
git clone --depth 1 https://github.com/ComposioHQ/awesome-claude-skills.git /tmp/awesome-claude-skills
mkdir -p ~/.claude/skills
cp -r /tmp/awesome-claude-skills/invoice-organizer ~/.claude/skills/invoice-organizer

Personal skills live in ~/.claude/skills. Use .claude/skills in a project folder to share a skill with your team.

What this skill does

Automatically organizes invoices for tax preparation. Sort and categorize invoices for easy tax filing.

Trigger phrases

Claude loads this skill automatically when you say things like:

“organize invoices”“tax prep”“sort receipts”“invoice management”

How it works

  1. Extract invoice data
  2. Categorize by type and date
  3. Generate organized reports

When to use it

  • For tax preparation
  • When organizing financial documents
  • For expense tracking

From the SKILL.md

# 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:
   - Vendor/company name
   - Invoice number
   - Date
   - Amount
   - Product or service description
   - Payment method

2. **Renames Files Consistently**: Creates standardized filenames:
   - Format: `YYYY-MM-DD Vendor - Invoice - ProductOrService.pdf`
   - Examples: `2024-03-15 Adobe - Invoice - Creative Cloud.pdf`

3. **Organizes by Category**: Sorts into logical folders:
   - By vendor
   - By expense category (software, office, travel, etc.)
   - By time period (year, quarter, month)
   - By tax category (deductible, personal, etc.)

4. **Handles Multiple Formats**: Works with:
   - PDF invoices
   - Scanned receipts (JPG, PNG)
   - Email attachments
   - Screenshots
   - Bank statements

5. **Maintains Originals**: Preserves original files while organizing copies

## How to Use

### Basic Usage
Read the full skill on GitHub

Details

Skill name
invoice-organizer
Path
invoice-organizer/SKILL.md

FAQ

What does the Invoice Organizer skill do?

Automatically organizes invoices for tax preparation. Sort and categorize invoices for easy tax filing.

How do I install the Invoice Organizer skill?

skills CLI (Claude Code, Cursor, Codex and more): npx skills add ComposioHQ/awesome-claude-skills --skill invoice-organizer. Skills go in ~/.claude/skills (personal) or .claude/skills (project), and Claude loads them automatically when a task matches the description.

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