AgentSkillsCN

invoice-organization

使用OCR提取、分类和跟踪费用，整理和管理发票

SKILL.md
--- frontmatter
name: invoice-organization
description: Organize and manage invoices with OCR extraction, categorization, and expense tracking

Invoice Organization Skill

Organize, extract data from, and manage invoices for accounting and expense tracking.

When to Use

  • •Expense management
  • •Accounting workflows
  • •Tax preparation
  • •Vendor payment tracking

Core Capabilities

  • •OCR text extraction
  • •Data parsing (amount, date, vendor)
  • •Categorization (expense type)
  • •Duplicate detection
  • •Date-based filing
  • •Export to accounting software

Workflow

  1. •Scan/Upload: Capture invoice images
  2. •OCR: Extract text
  3. •Parse: Extract key fields (amount, date, vendor, items)
  4. •Categorize: Assign expense category
  5. •Store: Organize by date/vendor/category
  6. •Export: Generate reports or export to QuickBooks/Xero

Tools

  • •Tesseract OCR
  • •Invoice2data (Python)
  • •Tabula (PDF tables)
  • •Accounting software APIs

Best Practices

  • •Standardize naming: YYYYMMDD_Vendor_Amount.pdf
  • •Backup regularly
  • •Verify OCR accuracy
  • •Track payment status
  • •Archive annually

Resources