Agent-Skills.md

Agent Skills: Invoice Organization Skill

Organize and manage invoices with OCR extraction, categorization, and expense tracking

UncategorizedID: ljchg12-hue/dotfiles/invoice-organization

Repository

ljchg12-hue/dotfiles
ljchg12-hue
1

Install this agent skill to your local

pnpm dlx add-skill https://github.com/ljchg12-hue/dotfiles/tree/HEAD/skills/invoice-organization

Skill Files

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skills/invoice-organization/SKILL.md

Skill Metadata

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