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Automated Invoice Filing for Tax Season
A Claude skill transforms messy invoice folders into tax-ready filing systems. Reads PDFs and scanned receipts, extracts vendor/date/amount, renames files to a standard format, and generates CSV summaries for your accountant.
Setup Time
15 minutes
Monthly Cost
$2-10
Category
Freelancer
Difficulty
beginner
The Invoice Organizer from awesome-claude-skills automates the tedious process of organizing invoices and receipts for bookkeeping.
How It Works
- Drop your messy invoice folder as input
- Claude reads PDFs, images, and scanned receipts
- Extracts: vendor names, invoice dates, amounts, invoice numbers, service descriptions
- Renames files to: YYYY-MM-DD Vendor - Invoice - Product/Service.pdf
- Sorts into folders by expense category (Software, Office, Travel)
Organization Options
- By vendor (all Hetzner invoices together)
- By category (Software, Office Supplies, Travel)
- By date (yearly, quarterly, monthly folders)
- By tax deductibility (Deductible vs. Personal)
Output
- Organized folder structure
- CSV spreadsheet with all invoice details
- Ready to import into accounting software
- Accountant-ready documentation
Best For
- Freelancers dreading tax season
- Solopreneurs with a year of unorganized receipts
- Small business owners doing their own bookkeeping
Requirements
- Claude Code installed
- Folder with invoices/receipts
Source
invoicesbookkeepingtaxreceiptsorganization