How do I install the Ca File Processor skill?

Run npx skillmds@latest add knownasnaffy/ca-file-processor-2 in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.

Is Ca File Processor safe to use?

This skill has not completed SkillMD's automated safety review yet. Independent scanners report: SkillSpector: PASS, Skill Scanner: PASS. SkillMD never runs a skill's scripts for you; review the SKILL.md before installing.

Which AI agents work with Ca File Processor?

This skill is tagged as working with Claude Code, Claude.ai, OpenAI Codex. SKILL.md is an open format, so most agents that read a skills directory can load it too.

Is Ca File Processor free to use?

Yes. Installing skills from SkillMD is free, and the skill stays under its author's original license.

Who published Ca File Processor?

knownasnaffy (@knownasnaffy) published this skill. Their other Agent Skills are listed on their SkillMD profile.

Ca File Processor by knownasnaffy — Agent Skill

Name: Ca File Processor
Author: knownasnaffy

Ca File Processor

Process financial documents for Indian CA firms. Use when any PDF, Excel (.xlsx/.xls), CSV, JPG, or PNG file is received or uploaded — including GST returns, ITR PDFs, scanned invoices, trial balance sheets, bank statements, Form 16, TDS certificates, and audit reports. Automatically detects file type and extracts text, tables, and key fields (GSTIN, invoice number, totals, dates). Triggers on: file upload, attachment, "process this file", "read this PDF", "extract from this invoice", "analyse this statement", "what does this document say".

knownasnaffy Updated Sep 21, 2026 0 repo stars

File contents

CA File Processor

This skill processes the four most common file formats used by Indian CA firms and extracts structured information from them for analysis, summarisation, and answering queries.

Supported formats

PDF — GST returns, ITR acknowledgements, audit reports, scanned invoices (text-layer and scanned via OCR)
Excel (.xlsx / .xls) — Trial balance, P&L, balance sheets, payroll registers, GST workings
CSV — Bank statement exports (HDFC, ICICI, SBI), GSTR-2B downloads, Tally exports
Images (.jpg / .png) — WhatsApp invoice photos, scanned Form 16, cheque images

How to use

When a file is attached or uploaded, run the appropriate script:

python3 scripts/skill_router.py <file_path>

The router auto-detects the file type and calls the correct processor. It returns a structured JSON dict.

What to do with the output

Once the script returns output, use it to:

Answer the user's question about the document
Extract specific fields they asked for (GSTIN, totals, dates)
Summarise the document in plain language
Flag anomalies or missing information
Compare figures across multiple documents

Field extraction — what gets detected automatically

For invoices and PDFs:

GSTIN (supplier and recipient)
Invoice number and date
Total amount / grand total
PAN number
Email and phone

For bank statements (CSV):

Total debits and credits
Date range of transactions
Detected bank format

For Excel files:

Document type (trial balance / P&L / balance sheet / payroll / GST workings / ledger)
Sheet names and row counts
Preview of header rows

OCR notes

Text-layer PDFs are read directly (fast, accurate)
Scanned PDFs and images go through Tesseract OCR (English + Hindi)
Confidence is rated high / medium / low in the output
Always flag low-confidence results to the user and ask for confirmation on numeric fields

Trust statement

This skill runs entirely locally on your server. No data is sent to any external service. All processing happens via open-source Python libraries (PyMuPDF, pytesseract, openpyxl, pandas).

---name: ca-file-processor-2description: Process financial documents for Indian CA firms. Use when any PDF, Excel (.xlsx/.xls), CSV, JPG, or PNG file is received or uploaded — including GST returns, ITR PDFs, scanned invoices, trial balance sheets, bank statements, Form 16, TDS certificates, and audit reports. Automatically detects file type and extracts text, tables, and key fields (GSTIN, invoice number, totals, dates). Triggers on: file upload, attachment, "process this file", "read this PDF", "extract from this invoice", "analyse this statement", "what does this document say".---# CA File ProcessorThis skill processes the four most common file formats used by Indian CA firms and extracts structured information from them for analysis, summarisation, and answering queries.## Supported formats- **PDF** — GST returns, ITR acknowledgements, audit reports, scanned invoices (text-layer and scanned via OCR)- **Excel (.xlsx / .xls)** — Trial balance, P&L, balance sheets, payroll registers, GST workings- **CSV** — Bank statement exports (HDFC, ICICI, SBI), GSTR-2B downloads, Tally exports- **Images (.jpg / .png)** — WhatsApp invoice photos, scanned Form 16, cheque images## How to useWhen a file is attached or uploaded, run the appropriate script:```python3 scripts/skill_router.py <file_path>```The router auto-detects the file type and calls the correct processor. It returns a structured JSON dict.## What to do with the outputOnce the script returns output, use it to:1. Answer the user's question about the document2. Extract specific fields they asked for (GSTIN, totals, dates)3. Summarise the document in plain language4. Flag anomalies or missing information5. Compare figures across multiple documents## Field extraction — what gets detected automaticallyFor invoices and PDFs:- GSTIN (supplier and recipient)- Invoice number and date- Total amount / grand total- PAN number- Email and phoneFor bank statements (CSV):- Total debits and credits- Date range of transactions- Detected bank formatFor Excel files:- Document type (trial balance / P&L / balance sheet / payroll / GST workings / ledger)- Sheet names and row counts- Preview of header rows## OCR notes- Text-layer PDFs are read directly (fast, accurate)- Scanned PDFs and images go through Tesseract OCR (English + Hindi)- Confidence is rated high / medium / low in the output- Always flag low-confidence results to the user and ask for confirmation on numeric fields## Trust statementThis skill runs entirely locally on your server. No data is sent to any external service. All processing happens via open-source Python libraries (PyMuPDF, pytesseract, openpyxl, pandas).

Frequently asked questions