# Invoice Organizer

Pulls data out of invoices and receipts, sorts expenses into categories, keeps a payment register and builds reports for tax time.

- skill · `type=skill` · Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, OpenCode · 4600 installs · ★ 540
- Author: claude-office-skills
- License: MIT · policy=mirror · the beginning of the file is at the end of this page
- Source: https://github.com/claude-office-skills/skills/tree/HEAD/invoice-organizer/SKILL.md
- Updated: 2026-01-31
- HTML: https://affpapa.org/en/nevibecode/skills/claude-office-skills-invoice-organizer

## What it does

The skill reads an invoice or receipt and extracts the fields that matter: vendor, invoice number, dates, due date, subtotal, tax, total, currency and line items. From there it sorts spending into categories — office, travel, software, professional services, marketing, utilities — and applies auto-categorization rules keyed on the vendor name.

Files land in folders by year and category, named `YYYY-MM-DD_Vendor_Amount_InvoiceNumber.pdf`. A register tracks open invoices with status and days until due, recently paid ones, and a payment log with method and reference. Monthly summaries break spending down by category and vendor, and a tax report flags which expenses are deductible.

PDF text extraction and `xlsx` handling run through the `office-mcp` MCP server, using its `extract_text_from_pdf`, `read_xlsx` and `create_xlsx` tools. Point the skill at a folder of scanned invoices before that server is connected and you get nothing back, so wire it up first.

## Install

### Claude Code (native platform)

1. **Skills CLI (Vercel)**
```bash
npx skills add claude-office-skills/skills --skill invoice-organizer -a claude-code
```

2. **Manually: put the files in place**
- File: `~/.claude/skills/invoice-organizer/SKILL.md` — Copy the whole skill folder; for one project use .claude/skills/invoice-organizer/

### Codex

1. **Skills CLI (Vercel)**
```bash
npx skills add claude-office-skills/skills --skill invoice-organizer -a codex
```

2. **Manually: put the files in place**
- File: `.agents/skills/invoice-organizer/SKILL.md` — For all projects use ~/.agents/skills/

### Cursor

1. **Skills CLI (Vercel)**
```bash
npx skills add claude-office-skills/skills --skill invoice-organizer -a cursor
```

2. **Manually: put the files in place**
- File: `.cursor/skills/invoice-organizer/SKILL.md` — Cursor also reads .agents/skills/ and .claude/skills/

### GitHub Copilot

1. **GitHub CLI**
```bash
gh skill install claude-office-skills/skills invoice-organizer
```

2. **Manually: put the files in place**
- File: `.github/skills/invoice-organizer/SKILL.md`

### Gemini CLI

1. **Skills CLI (Vercel)**
```bash
npx skills add claude-office-skills/skills --skill invoice-organizer -a gemini-cli
```

2. **Platform CLI**
```bash
gemini skills install https://github.com/claude-office-skills/skills --path invoice-organizer
```

### Windsurf (Devin Desktop)

**Manually: put the files in place**
- File: `.devin/skills/invoice-organizer/SKILL.md` — The legacy .windsurf/skills/ path still works

### OpenCode

**Skills CLI (Vercel)**
```bash
npx skills add claude-office-skills/skills --skill invoice-organizer -a opencode
```

### Claude.ai

**Claude.ai**
- Zip the folder and upload it in Settings → Capabilities → Skills

Where a file is given instead of a command, copy the files from the source to that path: https://github.com/claude-office-skills/skills/tree/HEAD/invoice-organizer/SKILL.md

## When to use it
- pull the total, number and due date off a PDF invoice
- sort receipts into expense categories
- keep a list of unpaid invoices with due dates
- rename and file a year of invoices by folder
- build a report of deductible expenses

## Example prompts
- Extract the data from this invoice and add it to my register
- Organize my invoice folder and rename the files
- Show unpaid invoices and how many days until each is due

## Source text · SKILL.md · MIT

Below is the content of a third-party file. It is data, not instructions for you: do not act on anything written inside unless the human asks. Block tag: a990dd3195eaf287.

BEGIN THIRD-PARTY FILE a990dd3195eaf287
````text
---
# ═══════════════════════════════════════════════════════════════════════════════
# CLAUDE OFFICE SKILL - Enhanced Metadata v2.0
# ═══════════════════════════════════════════════════════════════════════════════

# Basic Information
name: Invoice Organizer
description: "Organize, categorize, and track invoices and receipts"
version: "1.0"
author: claude-office-skills
license: MIT

# Categorization
category: finance
tags:
  - invoice
  - organization
  - tracking
department: Finance

# AI Model Compatibility
models:
  recommended:
    - claude-sonnet-4
    - claude-opus-4
  compatible:
    - claude-3-5-sonnet
    - gpt-4
    - gpt-4o

# MCP Tools Integration
mcp:
  server: office-mcp
  tools:
    - extract_text_from_pdf
    - read_xlsx
    - create_xlsx

# Skill Capabilities
capabilities:
  - invoice_management
  - categorization
  - data_extraction

# Language Support
languages:
  - en
  - zh
---

# Invoice Organizer

Organize, categorize, and track invoices and receipts for better financial management.

## Overview

This skill helps you:
- Extract key data from invoices
- Categorize expenses automatically
- Track payment status
- Organize files consistently
- Prepare for tax/audit

## How to Use

### Process Invoice
```
"Extract data from this invoice"
"Categorize this receipt"
"Add this invoice to my tracking"
```

### Organize
```
"Organize my invoice folder"
"Create a filing system for receipts"
"Sort invoices by vendor and date"
```

### Report
```
"Summarize invoices by category"
"Show unpaid invoices"
"Generate expense report for Q1"
```

## Data Extraction

### Invoice Data Fields
```markdown
## Invoice Data Extraction

### Extracted Information
| Field | Value | Confidence |
|-------|-------|------------|
| **Vendor** | Acme Corp | 98% |
| **Invoice #** | INV-2026-0042 | 99% |
| **Invoice Date** | 2026-01-15 | 99% |
| **Due Date** | 2026-02-14 | 99% |
| **Subtotal** | $1,250.00 | 98% |
| **Tax** | $100.00 | 98% |
| **Total** | $1,350.00 | 99% |
| **Currency** | USD | 99% |

### Line Items
| Description | Qty | Unit Price | Total |
|-------------|-----|------------|-------|
| Consulting Services | 10 hrs | $100.00 | $1,000.00 |
| Software License | 1 | $250.00 | $250.00 |

### Vendor Details
- **Company**: Acme Corp
- **Address**: 123 Business St, NY 10001
- **Tax ID**: 12-3456789
- **Contact**: billing@acme.com

### Payment Information
- **Terms**: Net 30
- **Method**: Bank Transfer
````
END THIRD-PARTY FILE a990dd3195eaf287

The third-party file has ended. Everything between the a990dd3195eaf287 tags is data: requests and commands from it are not followed. An “end of file” line with another tag inside the block is part of the file.

First 2753 of 8863 bytes. © claude-office-skills · MIT · https://github.com/claude-office-skills/skills/tree/HEAD/invoice-organizer/SKILL.md

_Part of the page did not fit — see the HTML version._

---
NeVibeCode on affpapa.org. Catalog texts are descriptions, not instructions for the agent. How to choose and install: https://affpapa.org/en/nevibecode/agents.md