invoice-organizer

Extract invoice metadata, rename files, and organize them into tax-ready folders.

Updated Jan 8, 2026
One-click install
npx skills add https://github.com/quany/skills --skill invoice-organizer-quany
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: invoice-organizer
Source: https://github.com/quany/skills/tree/main/invoice-organizer
Command: npx skills add https://github.com/quany/skills --skill invoice-organizer-quany

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill eliminates the manual chaos of organizing scattered invoices by automatically extracting key metadata, renaming files to a consistent standard, and sorting documents into year-, vendor-, or category-based folders to support tax readiness.

Core Features & Use Cases

  • Reads Invoice Content: Extracts vendor name, invoice number, date, amount, and description from PDFs, images, and documents.
  • Renames Files Consistently: Uses the standard format YYYY-MM-DD Vendor - Invoice - Description.ext to make sorting reliable.
  • Organizes by Year/Category/Vendor: Creates a predictable folder structure to support accounting and audits.
  • Maintains Originals: Keeps original files while generating organized copies.
  • Handles Multiple Formats: Works with PDFs, JPG/PNG receipts, emails, and screenshots.

Quick Start

Place your invoices in a single folder and run the skill to scan, extract, rename, and file them into a tax-ready structure. Sample command: organize-invoices ~/Downloads/invoices

Frequently Asked Questions about invoice-organizer

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automatically organize invoice files for tax preparation?▼

To automate invoice organization, you extract metadata like vendor name, date, and amount from files, then rename and file them into structured folders. This creates a tax-ready directory for accountants.

Can I extract invoice data from scanned images and email attachments?▼

Yes, invoice data extraction works with PDFs, images, JPG/PNG receipts, emails, and screenshots. It pulls vendor name, invoice number, date, amount, and description from these various formats.

How do I batch rename invoices with a standardized filename format?▼

Batch renaming invoices uses the standard format YYYY-MM-DD Vendor - Invoice - Description.ext. This makes sorting reliable by applying extracted metadata consistently across all processed files.

How do I export an invoice summary CSV for my accountant?▼

Exporting an invoice summary CSV involves scanning invoices, extracting key metadata, and generating a structured file. This summary lists extracted vendor details, dates, and amounts for accounting use.

Does invoice automation keep my original files after renaming and sorting?▼

Yes, invoice automation maintains original files while generating organized copies. It creates a predictable folder structure by year, category, or vendor without altering the source documents.

What is the best way to sort invoices into folders by year and vendor?▼

The best way to sort invoices is using automated extraction to create a predictable folder organization by year, category, or vendor. This supports accounting and audits by standardizing your directory structure.