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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

• Tesseract: https://github.com/tesseract-ocr/tesseract
• invoice2data: https://github.com/invoice-x/invoice2data