What problem does it solve? Messy folders of invoices and receipts with cryptic filenames like "invoice(1).pdf" make tax preparation and expense reconciliation slow and error-prone. This Skill reads each file, extracts the key details, and turns the chaos into a clean, consistently named filing system. ## Core Features & Use Cases - Information Extraction: Reads PDFs, scanned receipts, and screenshots to pull vendor name, invoice number, date, amount, and description. - Standardized Renaming: Renames every file to a consistent YYYY-MM-DD Vendor - Invoice - Description format for reliable sorting. - Flexible Organization: Sorts files by vendor, expense category, year, quarter, or tax category, preserving originals. - Accounting Export: Generates a CSV summary of all invoice details for accountants or bookkeeping software. - Use Case: Before tax season, point it at a downloads folder full of 100+ randomly named receipts and get back a year/category/vendor folder tree plus a spreadsheet your accountant can import directly. ## Quick Start Ask the assistant to read all invoices in this folder, rename them to the standard date-vendor-description format, sort them by expense category, and create a CSV summary for your accountant.
