Invoice Organizer
This skill streamlines your financial document management by automatically identifying, renaming, and sorting invoices and receipts.
When to Use This Skill
- •Preparing for tax season
- •Organizing monthly expense reports
- •Archiving financial documents
- •Standardizing file names for easy retrieval
What This Skill Does
- •OCR & Text Extraction: Reads text from PDFs and images
- •Information Extraction: Identifies date, vendor, amount, and invoice number
- •Renaming: Renames files to a consistent format (e.g.,
YYYY-MM-DD_Vendor_Amount.pdf) - •Sorting: Moves files into folders by year, month, or category
How to Use
User: "Organize these receipts for my 2024 taxes"
User: "Rename all PDF invoices in this folder by date and vendor"